Daily insights, analysis and explanation of the key themes and events driving global financial markets

  • Bill Blain
  • January 27, 2022
  • 8:38 am
  • 0 comments
Amazon is no longer the New New Thing – Doesn’t it look tired?
Dismiss FOMO and Speculation! The markets will focus on fundamentals in 2022 – which means taking a long hard look at everything we think we know, and figuring out what ain’t necessarily so. Amazon is a case in point – just how deep is its moat, and what might revelations of an internal toxic culture do to its price?
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  • Bill Blain
  • January 27, 2022
  • 8:38 am
  • 0 comments
Amazon is no longer the New New Thing – Doesn’t it look tired?
Dismiss FOMO and Speculation! The markets will focus on fundamentals in 2022 – which means taking a long hard look at everything we think we know, and figuring out what ain’t necessarily so. Amazon is a case in point – just how deep is its moat, and what might revelations of an internal toxic culture do to its price?
  • Bill Blain
  • January 25, 2022
  • 8:47 am
  • 3 comments
Don’t worry about timing buy-the-dip. Its more fundamental than that.
After yesterday’s dramatic market roller-coaster, traders are wondering if it’s a buy-the-dip moment. They probably will. But the narrative has reversed. The improbable tech stocks into substantial correction territory have a considerable way still to fall if history is any guide.
  • Bill Blain
  • January 24, 2022
  • 9:32 am
  • 4 comments
Tech Stocks’ Reality Bites Moment has Arrived..
Tech stocks have taken a thumping this year – a well-timed reality check or a threat to bring down the whole market? Probably time for a clean out of all the speculative, improbable and fantastical perpetual motion machines that beguiled IPO and SPAC investors during the easy money era. Reality bites and it’s time to get real..
  • Bill Blain
  • January 21, 2022
  • 8:16 am
  • 8 comments
Militant ESG has become the biggest threat to solving climate change and energy transition
It’s easy to say no to an investment likely to generate hostile news. It’s simple to go along with increasingly Militant ESG rhetoric on gas to avoid negative headlines. But – we will fail to reach Carbon Net-Zero unless gas remains part of the transition equation and governments get a grip on energy strategies.
  • Bill Blain
  • January 20, 2022
  • 9:27 am
  • 2 comments
China easing rates triggers economic divergence, and highlight potential distortion risks
As the West reopens, China’s lockdowns remain draconian. It has eased rates on the back of growth concerns. The result is growing monetary divergence, and China looks set to go down the same monetary experimentation route the West is now trying to reverse.
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Daily analysis and explanation of the key themes and events driving global financial markets from Bill Blain, Market Strategist, Shard Capital.

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