May 25, 2018

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Shale Gas: a High-Cost Resource

shale gas

Shale Gas – Despite much talk about how it’s going to revolutionize global supplies, investors in the shares have seen them perform poorly for years, major companies in the sector such as Shell and BHP Billiton have been taking some big write-downs and the much-predicted improvement in natural gas prices fails to arrive. [Read more…]

Share and Bond Markets

us.equity

Earnings – the lack of them – remain the biggest threat to American equities, whose recent strong growth has been driven by optimism and buy-backs rather than underlying profits, while the latter have come from cost-cutting, not growth in sales. [Read more…]

Monetary-easing policy options

European Central Bank

This slowly-developing environment of greater tolerance towards easy-money policies makes it less likely that the European Central Bank will be prevented from implementing more unconventional measures, if they become necessary. [Read more…]

Strong Euro, Weak Dollar

euro notes

One of the more difficult decisions facing investors is what is going to happen to the euro. [Read more…]

Promising Themes to Invest In

Investors

Equity investors should ignore the “incessant din” of current news and focus on long-term secular trends, advises Morgan Stanley Wealth Management strategist Dan Skelly. [Read more…]

Goldilocks continues to rule

credit - goldilocks environment

Goldilocks continues to rule in investment markets

A Goldilocks environment is one where there are no extremes – economic growth is positive but moderate, inflation is low, exchange rates fluctuate within a comfortable range, central banks pursue market-friendly money-creation and interest-rate policies. Conditions are neither too “hot” nor too “cold.” [Read more…]

Economic strategies distorted by political priorities

John Maynard Keynes

Both sides of this debate support the need for structural reforms, but Keynesians argue that austerity makes them more difficult to achieve. For instance, if you wish to liberalize the labour market, the initial consequence is likely to be higher unemployment. You need to cushion that through state benefits until the delayed greater efficiency produced by reforms comes through. [Read more…]

Contained Depression

How to Break Out of “Contained Depression”

great depression

The well-known American economist Larry Summers recently caused a stir when he told an International Monetary Fund research conference that there will be no easy return to pre-crisis normality in the advanced economies. [Read more…]

Plan for Low-Risk Investing

Stock Strategy

Plan for Low-Risk Investing with the Browne Plan

The simplest way to invest is a Browne Plan. It promises steady capital growth with minimal downside risk, requires no management beyond an annual portfolio review, and frees you from having to make any decisions about what’s happening in the markets. [Read more…]

Explosion waiting to happen

Stable ranging is an explosion waiting to happen

reaction lows

Here are a few highlights of the abundant practical advice on technical analysis he gives in his book…

This article continues on from the first article: Keys to Improving Your Investment Profits

Trends: Correctly judging these – the ones to ride with, and the ones that suggest they are reversing direction – is of major importance. Consistency is one of the key characteristics to look for, and one of the most reliable indications that values will continue trending in the same direction. [Read more…]