Investment Topics
Research and discuss your favourite investing topics on Stockopedia, including macro-economics, markets & asset classes, investing styles and the regulatory environment
MACRO INVESTING & ECONOMICS
“I am deeply ashamed to know that I won't be able to pay our staff. They have got mortgages, children. What am I supposed to do?" Jesus Manuel Ampero, Mayor of Cenicientos (Spain) It has been an unpredictable summer. Investors have been wrong-footed by surprisingly strong growth emanating from Europe (read…
The Road of Economic Recovery: Are We There Yet?

Are We There Yet? Driving with No Spare A Muddle Through Economy Absent a Policy Mistake Maine and Turks, Etc. "... [this economic condition] has been brought…
Thoughts from the Frontline: The Problem with Pensions

August Surprise from Obama? The Problem with Pensions Whither China? Sadly, I find myself with more than enough time to compose yet another Thoughts from the Frontline…
No more subsidies for minority special interest groups: the military,…

From Felix Salmon : "The government does need to get the housing market going, because the alternative is unthinkable: if the government just kicked away the housing…
MARKETS AND ASSET CLASSES
Is the People's Bank of China going to raise rates…

A lot of people have asked me to write about the recently "leaked" CBRC report on dodgy local government debt. Here is what the article in Monday's…
This Week In China - China’s Economy Will Surpass Japan’s…

China is set to overtake Japan as the second largest economy in the world in a resurgence that is changing everything from the global balance of military…
EDUCATION & INVESTING STRATEGIES
A reader recently asked me for a list of books that I’d recommend for other investors. Flattered that anyone would care what I though, I’ve decided to do a post on that very subject, and here it is. This is a list of the books and studies that have most…
Dow Theory Seer cites poor action in market leaders, Apple…

We have been reading the latest copy of the Dow Theory Letters, one of the longest running investment letters in the US written by the highly regarded…
Head and Shoulders pattern on the S&P 500: 1040 is…

There has been a lot of commentary in the last few days about the alleged appearance of a developing Head and Shoulders pattern on the S&P 500…
Dow Jones Head and Shoulders Top - Noted but yet…

Markets have continued to fall since my last report, with the Dow Jones currently at 10211 down from 10620, and FTSE 100 at 5163 down from 5262.…
POLITICS, TAX & REGULATION
Most of us are familiar with the irritation of discovering how much tax we have to pay when we book a flight with a low cost airline. The annoyance is temporary though and, in the end, does not impact the decision making process. We know that if we fly on…
Solutions for Smallcap Markets: A roundtable discussion on liquidity, AIM…

This article was first published earlier this year on the Blackthorn Focus website. Followers of the UK smallcap markets understand normal market conditions here are so rare…
Financing a private sector recovery: Reviving the equity market for…

The Coalition has recently issued a green paper ‘Financing a private sector recovery’ asking for views on how SMEs can access “sustainable finance”. "The Government recognises that access to…
Roland Koch warns the City over EU Financial Regulation

Roland Koch, the outgoing Minister President of Hessen, Germany, was courting London’s financial community yesterday in an effort to counter the ties developing in Brussels that may…


