us stocks

Patrick Poke

On the topic of valuation, Professor Aswath Damodaran is one of the greatest communicators of our time. Recently, he sat down with another famous NYU professor, Scott Galloway, to discuss the valuations of some of the world’s leading technology companies. Professor Galloway is known for his engaging TED-style talks where... Show More

Marcus Tuck

When President Trump ordered the launching of 59 Tomahawk cruise missiles against a Syrian airbase on Friday, it sent the share prices of defence contractors higher. The Tomahawk cruise missiles, for example, are manufactured by Raytheon and sell for about US$1 million each. Show More

Stephen Koukoulas

I am going to sell both Dow futures (hopefully around 20,080) and S&P500 futures (at around 2,293). This new trade to be instigated at or near open on Monday 30 January and is based on my view and is not investment advice in any way. Please contact your financial advisor... Show More

Perpetual Equity Investment Company

The US economy is improving steadily with GDP growth at approximately 2.5%, wages growing at 2%+ and the unemployment rate close to 5%, which I would deem close to full employment. The strong US Dollar is dampening inflation and weighing down export growth and tourism which is affecting retail sales... Show More

Livewire News

Much has been said about the risks China presents to the world economy, but Kerr Neilson, Portfolio Manager at Platinum Asset Management, sees things differently. “The US is, we argue, the most over-owned, and we have therefore been shorting it as additional protection. This is now returning to us some... Show More