In the middle of a global health crisis, the most discussed economic topic is the biggest polluter in Earth – oil. Seems that it is… Read More »Oil vs. Coronavirus – Is This The Real Crisis?
Investing Classes and Strategies
Who says share investors are rational? I mean, beyond a handful of Nobel for economics winners (Merton & Scholes, Akerlof et co.).
Today’s US technology shares were rattled by two tweets from President Trump. No numbers mentioned, only acid comments on China – and the own-elected FED Chairman. The technology shares plunged immediately an average of -2,5%, whilst other US indices went down:
After trying to test Apple TV+, I got a new concern: the message “Your funds are currently unavailable” on the upcoming Apple Pay service. Yes, it is a hard job to stay at the top of the electronic services food chain – and there are signs that Apple is too big and sliding on the maturity curve.Read More »Apple‘s Lifestory – New Services Overextended 2.0 – Apple TV+ Imperfect
As Italy plans this October to widen its deficit, the stock markets are reacting strongly, anticipating further economic troubles ahead. On October 6th, doitinvest.com argued… Read More »Italy’s Stocks further Down Due to Budget Talks with Brussels
This week (2 of Oct. 2018) the US index S&P 500 went down almost 7% from September. Is this a correction or the beginning of… Read More »Beginning of a Bear Market? S&P 500 Down 100 Points in 1 Week
Just look at the news – Italy is not so sunny anymore: its public debt is >120% of the GDP (double the EU maximum) and its coalition government plans to borrow 1,6% of the GDP this year. On top of it, the bad news keep coming: a Genova bridge collapsed in August, putting Atlantia S.p.a., the (privatized) builder, under an immense pressure (shares dropped >35% after the news). Fitch downgraded Italy’s economic outlook from “stable” to “negative” at the beginning of September.
But are these bad news as dramatic as they might seem? At Friday’s closing (Oct. 5th, 2018), the FTSE Italia All-Share index stayed relatively stable at 22,455. Read More »Are Italy’s Stocks Worth Investing Now?