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Research and discuss your favourite investing topics on Stockopedia, including macro-economics, markets & asset classes, investing styles and the regulatory environment

MACRO INVESTING & ECONOMICS

The Absolute Return Letter   Beggar thy Neighbour
12:58pm | Niels Jensen

“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…

1st Aug | John Mauldin
The Road of Economic Recovery: Are We There Yet?
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…

7th Aug | John Mauldin
Thoughts from the Frontline: The Problem with Pensions
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…

16th Aug | Andrew Butter
No more subsidies for minority special interest groups: the military,…
No more subsidies for minority special interest groups the military banks and overextended borrowers

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

29th Jul | Michael Pettis
Is the People's Bank of China going to raise rates…
Is the Peoples Bank of China going to raise rates this year

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…

11th Aug | ARC China
This Week In China - China’s Economy Will Surpass Japan’s…
This Week In China  Chinas Economy Will Surpass Japans Imminently

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

The Art of Value Investing 15 investment books you have to read
26th Jul | UK Value Investor

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…

2nd Jun | Stockopedia Features
Dow Theory Seer cites poor action in market leaders, Apple…
Dow Theory Seer cites poor action in market leaders Apple and Google as indication of coming rout

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…

30th May | Clive Corcoran
Head and Shoulders pattern on the S&P 500: 1040 is…
Head and Shoulders pattern on the SP 500 1040 is the key level to watch

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…

15th Jun | Robert Newgrosh
Dow Jones Head and Shoulders Top - Noted but yet…
Dow Jones Head and Shoulders Top  Noted but yet to Convince

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

How stamp duty can distort investment decisions
1:45pm | McEssex

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…

21st Jun | Blackthorn Focus
Solutions for Smallcap Markets: A roundtable discussion on liquidity, AIM…
Solutions for Smallcap Markets A roundtable discussion on liquidity AIM and regulation

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…

10th Aug | Dave Brickell | 4 comments
Financing a private sector recovery: Reviving the equity market for…
Financing a private sector recovery Reviving the equity market for smallcaps

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…

20th Jul | Stockopedia News
Roland Koch warns the City over EU Financial Regulation
Roland Koch

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…



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 About Tagging

...a new way to browse... The usual way to browse the stock market is hierarchically by industry sector. Very often the nature of such top-down categorical systems fails to take into account fragmented businesses, new developments, sector specific offshoots and changes to activities.

...break out of the hierarchy... Please feel free to tag the stocks in your portfolios & funds however makes sense to you personally... whether geographically, by sector, business description, by staff or even by date or notable events, it really is up to you. By combining the efforts of all our users, we'll be creating a modern 'folksonomy' of the UK Stock Market.