Ep 92: Chin Up

What’s Going On Here? Computing giant IBM saw its stock price rise 3%, and it isn’t the only stunner on the catwalk. But are positive surprises really so in fashion this earnings season? What Does This Mean? IBM’s revenue grew (just) last quarter, thanks to a new mainframe model and strong software sales from a trendy Red…

Ep 86: Positive Signs

What’s Going On Here? The US stock market hit even higher record highs, putting investors well on track for a positive January return, suggesting a good new year too… What Does This Mean? The “January effect” is a phenomenon whereby stocks typically rise at the start of the year – and data shows that if that momentum…

Ep 71: Gold Ain’t Glittering

What’s Going On Here? Gold and silver just had one of their worst weeks since 2017 as investors sent the precious metals’ prices falling. What Does This Mean? Both Better-than-expected quarterly updates from big multinational companies Progress towards a tentative US-China trade deal (reducing import costs and therefore boost companies’ earnings and economic growth), appear to have encouraged…

Ep 70: OK Computer

What’s Going On Here? “Just” $40 billion separates the values of Apple and Microsoft – the world’s largest and second-largest public companies. So here’s hoping Microsoft’s better-than-expected quarterly update will help it become fitter, happier, and more productive… What Does This Mean? Microsoft’s revenue and profit was higher than forecast, and the sky was the limit for the company’s…

Ep 55: The Way Of Diversification

What’s Going On Here? The world’s largest pension fund revealed its stock, bond, and currency investments all followed one another and lost money at the end of last year. What Does This Mean? A “diversified portfolio” – comprising stocks, bonds, and more – is a good way to offset any losses in one asset with gains elsewhere. And by rebalancing regularly, a…

Ep 18: Beyond’s Stock Is Red Meat

What’s going on here? Beyond Meat, the plant-based meat company, reported earnings yesterday for the first time since its IPO. It beat Wall Street expectations with: quarterly net revenue of $40 million; forecast juicy sales of over $210 million for the whole year; net losses of $6.6 million for the quarter. A lot has happened since the IPO…

Ep 11: Stocks Stand Up To Be Counted

What’s Going On Here? FTSE 100 (comprises the UK’s biggest public companies by values) will “rebalance”: some stocks will become popular while others slide out of fashion. What Does This Mean? FTSE 100’s performance can help investors gauge the health of British firms and the economy, which is regularly updated to welcome and boot out companies….

Ep 7: Another Day, Another Tariff

What’s Going On Here?America’s announcement of new tariffs on Mexican products sent investors running from stock markets straight into government bonds (yields of which hit new lows). What Does This Mean?The US plans to charge an initial 5% tariff on all Mexican imports, rising each month until it reaches 25% unless Mexico agrees to curb…

Ep 3: Axel Gets Sprung

What’s Going On Here?The German media giant – Axel Springer saw its shares surge 22% following news that investment firm KKR was looking to take Axel private. What Does This Mean?Despite investing heavily in its more profitable digital offering, tough competition has made Axel Springer’s shares value decreases by 1/4 in the last 12 months….