Irish banks the worst in Europe for saversDomestic banks are the worst in Europe when it comes to passing on recent ECB rate increases to saversTue Aug 15 2023 - 05:15
Culture wars are shaping how the US invests Investors in Republican areas underweight companies led by Democrat-leaning chief executives; Democrat counties invest more heavily in technology companiesTue Aug 15 2023 - 04:50
The odds are against high-flying NvidiaOf 231 companies that reached similar valuation multiples over last 50 years, over 90% underperform over following three, five- and 10-yeara periodsTue Aug 15 2023 - 04:30
Apple shares look pricey even after this week’s fallShares in the tech behemoth have lost over $200bn in less than a week after reporting poor iPhone salesTue Aug 15 2023 - 04:00
US stocks approach all-time highs, and history suggests it’s a safe time to buyThere’s a consistent pattern of markets rebounding strongly from lowsTue Aug 08 2023 - 05:30
Are stocks at risk of a pullback? Stocktake: Most observers expect any decline to be a fleeting affairTue Aug 08 2023 - 05:00
Global stock rally continues to broaden Markets had been carried by a handful of tech giants for first five months of the year but now smaller stocks are showing strong returnsTue Aug 08 2023 - 05:00
Stocktake: hints of exuberance among ordinary investorsInvestor poll shows so-called ‘dumb money’ still bullish on the marketsTue Aug 01 2023 - 05:00
Stocktake: NatWest investors hurt by Farage falloutPolitically exposed persons can be a problem for banksTue Aug 01 2023 - 05:00
Stocktake: Investors’ earnings expectations are risingCompanies missing earnings estimates are not being punished for nowTue Aug 01 2023 - 05:00
Stocktake: ETFs are being used to conceal insider tradingStudy found significant levels of so-called shadow trading with ETFsMon Jul 31 2023 - 05:00
Stocktake: Fund managers remain cautious about stocksSigns are stocks are in a position to continue climbing the proverbial wall of worryTue Jul 25 2023 - 05:00
Stocktake: Markets are underpricing climate risksInvestors should consider climate investing ‘not only a ‘do good’, but also a ‘do well’ proposition’Tue Jul 25 2023 - 05:00
Stocktake: Price alerts will make you poorer, not richerPrice alerts made investors over-confident, resulting in excessive trading and ‘suboptimal’ market timingTue Jul 25 2023 - 05:00
Stocktake: Bull market passes duck test The argument that this is a mere bear market rally is getting harder and harder to maintainTue Jul 25 2023 - 05:00
ESG label shunned amid political polarisation Data doesn’t suggest companies are pulling back on ESG initiatives but caution may be linked to increasingly toxic US debateTue Jul 18 2023 - 05:05
Billionaire investor Ackman should leave vaccine science to scientists It’s one thing to refuse to follow the herd but amplifying highly dangerous anti-vaccination ideas is a mistakeTue Jul 18 2023 - 05:00
Tech giants become too big for Nasdaq Huge gains for Big Tech this year mean Nasdaq will have to undergo a ‘special rebalance’ next weekTue Jul 18 2023 - 04:45
US earnings season may be ‘make or break’ for stocks Figures pencilled in for 2024 look demanding in the absence of an upside surprise on growth expectationsTue Jul 18 2023 - 04:30
Why a positive earnings surprise in a top firm means you should invest in smaller underperformers in the same sectorSector as a whole is likely to do well but markets can be slow to price in the broader gainTue Jul 11 2023 - 05:00
Is high-flying Nvidia dangerously overvalued? Even assuming a very upbeat future, a valuation expert Aswath Damodaran says the shares are worth about $240 – way below the $420 level they were trading at last weekTue Jul 11 2023 - 05:00
Market rally broadened in June Some 454 S&P 500 stocks rose in June, up from just 124 in May, in an indication that the market is becoming less reliant on small group of tech giantsTue Jul 11 2023 - 04:45
Bumper gains augur well for stocksStocks have delivered among the best results in the past two decades in the first half of this yearTue Jul 11 2023 - 04:00
Apple is dominating the US stock market Success of tech giants really has made the US market a less diversified place than it used to beTue Jul 04 2023 - 05:15
US stocks won’t always outperform US stocks outperformed because they got more expensive over time relative to their non-US brethrenTue Jul 04 2023 - 05:00
Harry Markowitz: great economist, ordinary investor Nobel laureate showed that diversification across different asset classes could help investors bag the same returns with less riskTue Jul 04 2023 - 04:50
Reluctant bulls forced to chase the rally High savings and strong employment data means retail investors have ‘enough ammunition available’ to keep chasing the technology rallyTue Jul 04 2023 - 04:30
One in four stocks still down over 75%Historically, the odds of a catastrophic loss - a 70% decline that is not recovered - are much greater than casual investors might thinkTue Jun 27 2023 - 05:15
Tech bubble talk proves wide of the mark Apple, Microsoft, Alphabet, Amazon, Meta, Tesla and Netflix have soared this year but all have price/sales ratios well below prior highsTue Jun 27 2023 - 05:00
Market momentum suggests there is more upside aheadA strong first half to a year usually means a strong second half, according to Carson analyst Ryan DetrickTue Jun 27 2023 - 04:00
Markets shrug off the Fed’s hawkish pause Markets just don’t believe Fed chair Jerome Powell when he suggests two more hikes are comingTue Jun 20 2023 - 05:15
Is the bear market ‘officially over’? Stocktake: It sure looks that way given that the S&P 500 has risen more than 20% since bottoming last OctoberTue Jun 20 2023 - 05:00
Stock market gains largely driven by ‘surging seven’ of Apple, Microsoft, Nvidia, Amazon, Meta, Tesla and AlphabetStocktake: Market breadth finally appears to be improvingTue Jun 20 2023 - 05:00
Fund manager sentiment is still ‘stubbornly low’ Stocktake: Investors have piled into tech stocks in a ‘flight to safety’ but are cautious about equities in generalTue Jun 20 2023 - 04:00
Most stocks – in Ireland and beyond – are flopsJust five stocks – CRH, Ryanair, Kerry Group, Flutter, and Kingspan – account for all wealth created on Dublin exchange over 30 years to 2020Tue Jun 13 2023 - 05:15
Does Nvidia’s heady valuation actually matter?AI chipmaker may go on to justify its valuation but analysts are right to urge cautionTue Jun 13 2023 - 05:00
Mega-cap stocks are trouncing smaller stocksCurrent performance differential ‘ranks amongst the most extreme readings’ in market historyTue Jun 13 2023 - 04:45
Fears of a profits recession are easing Earnings estimates did come down in April and May, but only by 2% which is less than comparable periodsTue Jun 13 2023 - 04:00
US debt ceiling deal is no cause for cheerMarket analysts fear deal will add to growth challenge for economy and risks adverse ratings attentionTue Jun 06 2023 - 05:15
Analysts divided over narrow market rally Narrow leadership has historically been ‘a hallmark of late-stage bull markets’, says UBSTue Jun 06 2023 - 05:00
A tale of two stock markets: breadth ‘awful’ as seven tech stocks skew the pictureThe S&P 500 is up 9% this year, but those gains are a remarkably top-heavy affairTue Jun 06 2023 - 04:45
Almost all markets retreated in MayOnly the strength of the mega-caps kept the S&P 500 in the blackTue Jun 06 2023 - 04:00
Big tech dominance poses risks for US market Nvidia may well continue to justify its rich valuation but the increasing dominance of mega-cap stocks is concerningTue May 30 2023 - 05:00
Dividends are key to long-term stock returns Adjusted for inflation, £100 invested in the UK stock market in 1945 would have grown to £5,636 if dividends were reinvested, compared to just £215 if they were notTue May 30 2023 - 04:45
Stock market trend may have changed In 20 previous instances where the index’s 200-day moving average rallied after hitting a 52-week low, stocks were higher a year later, averaging gains of 18.2%Tue May 30 2023 - 04:30
Don’t be misled by German stock market rally Make sure you compare like with like: in price terms, the German index has basically gone nowhere over the last 23 yearsTue May 30 2023 - 04:00
Can European stocks keep outperforming? Europe’s stock market is more diversified and its leadership broader than the ‘highly concentrated’ US marketTue May 23 2023 - 06:00
Top-heavy market rally may be more fragile than it appearsApple is now worth more than the 2,000 companies that make up the small-cap Russell 2000 indexTue May 23 2023 - 05:00
Fund managers still sceptical about stocksEquity allocations have been ‘creeping higher’ and are now at five-month highs as investors bet on a soft landingTue May 23 2023 - 04:45
