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Market Wraps
economics
Latest news and analysis on economics
Education
September 26, 2020 16:24
Media Worth Consuming – September 2020
A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Finance An American shopping mall CMBS...
Jonathan Rochford
Narrow Road Capital
September 26, 2020 16:24
Macro
September 08, 2020 07:29
Companies must be allowed to fail
Michael Jordan famously said: “I’ve missed more than 9000 shots in my career. I’ve lost almost 300 games. Twenty-six times, I’ve been trusted to take the game-winning...
VAH
VIRGIN AUSTRALIA HOLDINGS LIMITED
ASX:VAH
Followed by
9
people
VAH
VIRGIN AUSTRALIA HOLDINGS LIMITED
ASX:VAH
Followed by
9
people
Michael Skinner
September 08, 2020 07:29
Education
August 29, 2020 15:03
Media Worth Consuming – August 2020
A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Finance Citigroup helped Revlon dupe its...
Jonathan Rochford
Narrow Road Capital
August 29, 2020 15:03
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Education
August 01, 2020 07:23
Media Worth Consuming – July 2020
A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Finance American executives are dumping...
Jonathan Rochford
Narrow Road Capital
August 01, 2020 07:23
Macro
July 02, 2020 18:24
A quartet crossing Continents’
In what follows I will swiftly cross Continents to consider the futures of four enigmatic economies. The fortunes of two of these concern me greatly but, that of the...
Savvas Savouri
Toscafund Asset Management
July 02, 2020 18:24
Education
December 30, 2019 19:02
Media Worth Consuming – December 2019
Investor sentiment is very bullish, should we be fearful? One-third of S&P 500 companies have seen their year on year earnings decline. Vanilla equity indices are...
Jonathan Rochford
Narrow Road Capital
December 30, 2019 19:02
Education
November 30, 2019 11:37
Media Worth Consuming – November 2019
Freight volumes continue to point to miserly global economic growth ahead. Global business sentiment is at its lowest since the financial crisis. US margin debt has...
Jonathan Rochford
Narrow Road Capital
November 30, 2019 11:37
Education
November 01, 2019 05:55
Media Worth Consuming – October 2019
S&P 500 companies are paying out over 100% of their free cashflow as dividends and buybacks, even though earnings growth has been flat for the last two quarters and is...
Jonathan Rochford
Narrow Road Capital
November 01, 2019 05:55
Education
September 28, 2019 07:29
Media Worth Consuming – September 2019
FedEx shares slumped after it cut its earnings outlook citing global economic weakness. The global credit impulse points to better growth in the first half of 2020...
Jonathan Rochford
Narrow Road Capital
September 28, 2019 07:29
Education
August 29, 2019 13:36
Media Worth Consuming – August 2019
The heavy fall in global semi-conductor sales looks very similar to the fall during the financial crisis. US manufacturing and services PMIs have slumped in August....
Jonathan Rochford
Narrow Road Capital
August 29, 2019 13:36
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