valuations

Investment lessons from the past

Vinay Agarwal

Over the last few years, valuations have generally become expensive in our universe of quality companies. Valuations reaching these levels remind me of the mistakes I made running into the 2008 crash. While it is hard to predict a market turn like that, some of the signs look eerily similar. Show More

Speculate to accumulate?

Sinclair Currie

Disruption continues to be the word of the moment. The media sector highlights how new business models can decimate the value of old platforms. Investors are rightfully alert to the redundancy risk associated with established business models and rightfully eager to invest in the leaders of the future. Yet some... Show More

Livewire Summer School: November rain, and insurance claims

Livewire Exclusive

Guns N’ Roses released their first debut album titled “Appetite for Destruction” in July 1987. Three months later one of the most violent and unexpected equity market corrections in US history occurred. The Dow lost 22.6% of its value on Black Monday, and the causes behind the dramatic fall are... Show More

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Weekly S&P 500 #ChartStorm - 11 Dec 2016

Callum Thomas

Here's the latest weekly S&P500 #ChartStorm. In this edition I include a broad mix of charts with some flagging bearish signals, and others presenting a more bullish case. They include: 50-day moving average breadth, an interesting analog chart, a couple of views of investor sentiment, the implications of the CBOE... Show More