Category Archives: Equities

Europe’s surprising corporate health – FT

Goldman Sachs asked more than 300 of Europe’s top companies about the challenges they faced and what they thought should be done to improve growth. Richard Tufft, who led the research, discusses the findings with the FT’s Sarah Gordon. For … Continue reading

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Wall Street is back – FT

John Authers reports from New York on the remarkable rise of the US stock market. Traders are betting that the US economy will roar ahead, even as the rest of the world stays in the doldrums. Can they be right? … Continue reading

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Alibaba Fibonacci Retracement Levels

Alibaba has been selling off hard over the past week to the surprise of many, including, painfully, us.  It’s now down 9.3 percent from last week’s high at 120.  The stock bounced near its 20-day moving average today, closing off … Continue reading

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How long can it last – FT

US stocks closed at yet another all-time high. John Authers quizzes Richard Bernstein of Richard Bernstein Advisors on whether the long bull run for the S&P 500 can continue much longer. Click here for more Authers Note videos http://video.ft.com/Authers-Note (click … Continue reading

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Alibaba Stock In Beast Mode

Alibaba has broken out to new highs and is, what we think, one of the most interesting stocks in the market.  We’re long calls.   Also note the nice graphics from the recent earnings release, which shows active buyers total the … Continue reading

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Quote of the Day: Alibaba

They’re a week away from their biggest day of the year the so called 11/11… a holiday they created..and they are going to sell more stuff in one day than there has ever been sold on the planet.  – David … Continue reading

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Volatility jump is short of crisis level – FT

The US markets’ fear gauge is climbing. Ramin Nakisa, deputy head of asset allocation at UBS, explains to capital markets editor Ralph Atkins why he thinks the indicator is not yet signalling a crisis and why calmer conditions could return. … Continue reading

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S&P500 Tests 200-day For First Time In Almost Two Years

The S&P500 closed just above its 200-day moving and little over a point above the August lows.  Going to interesting how this plays out.  With all the fear and loathing, the index is only 5.60% of its September 19th high.   … Continue reading

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The Germans Are Coming

Interesting piece in today’s Investor’s Business Daily on German buyouts of U.S. companies (see chart below).   Money quotes: In total, there has been $64.5 billion worth of German acquisitions of U.S. targets in 2014, according to Thomson Reuters. That beats … Continue reading

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Alibaba – FT

The Chinese ecommerce giant Alibaba has opened its IPO roadshow with a low starting price (in the $60-$66 range). Lex’s Oliver Ralph and Robert Armstrong discuss whether this is a once-in-a-lifetime opportunity or just too good to be true. For … Continue reading

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