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The run into ‘safe’ instruments is starting to look like a stampede
Ben Inker thinks value’s pain train will come off the rails soon.
There are good reasons to be cautious, with stocks at these levels
Markets are looking more sceptically at the likes of Facebook, Apple and Netflix
The greater fool theory flourishes when investments become speculative
Well, sort of.
Adam Neumann’s exit as CEO is the start of a painful journey for the deflated unicorn.
Top executives are looking to cash in on high equity prices as outlook weakens
Telecoms group’s share price close to an all-time low
The market looks very stretched, but it is hard to predict when a crunch will come
Drop in hot stocks provided long-needed boost to other investment trends
Don’t expect too much from banks
Post-summer market rally masks momentum stocks’ worst day for a decade
Rebound comes amid a broader rotation into ‘value’ stocks
The sub-zero club has expanded beyond the ‘safer’ sovereign issuers
Caro-Kann Capital weighs in on the ligation finance company.
From regulation to high valuations, investors face long list of challenges
Combination of shrinking earnings and slowing capex has unsettled some analysts
Margins, earnings and share prices are seldom so perfectly correlated
It is virtually impossible to predict where the best place to put your money will be
Income-hungry investors could be driven into stocks just as bond markets signal danger
Shale glut, growth fears and tougher ESG standards weigh on crude producers
Increasingly wary companies spend less on repurchases for the second quarter in a row
Missing: the economics of WeWork’s mature locations.
Sought-after real estate and utilities stocks are still prone to dips during a crisis