A summary of the latest stock ideas and global insights from the Stockopedia Community.
Markets & Macro
Nils Jensen argues strongly that the UK is in a balance sheet recession and that household de-leveraging has much further to run. He examines 5 recommendations for investing in a structural equity bear market. Tim Price asks irrespective of who inherits the Brown whirlwind, where we will find the political will to cut the national debt before a crisis? Oilguy is anxious that we are entering an era with no global reserve currency, Naked Capitalism reviews the recent Senate interrogation of Goldman Sachs, while Andrew Butter analyses what the SEC may have missed in its attack on the "vampire squid".
One technical analyst, Robert Newgrosh, stands firm with his prediction that the FTSE is going to 10,000 by 2012 but Larry Pesavento, the pattern recognition expert who uses astrological patterns (!), saw last weekend as a major market turn date, as big as the March lows of 2009, which he predicted. One of our Top Contributors, Tournesol talks frankly about his decision to go into cash after a recent Damascene moment.
In Smallcapland, news this week that London’s Alternative Investment Market saw 16 new admissions in Q1 should give heart to management teams toying with a fundraising. Unfortunately, the impending general election and Euro sovereign debt are all having a sapping effect on confidence. As a result, Richard Power has noted that smallcap share prices have largely disappointed this year despite the corporate newsflow being mainly positive.
Oil & Gas Focus
A key highlight in O&G in recent weeks has been our recent "Meet the Management" Interview with Roger Cagle of SOCO International PLC. EmptyEnd's M&A thread continues to be very active. The Oil Council is asking where the Oil & Gas technology successes of the future will be, while Tim Heeley of Nighthawk Energy asks whether unconventional Oil is becoming conventional.
Elias Jones suggests that there's all still to play for at Tower Resources, while Darron Preston asks whether the potential of Regal Petroleum has been overlooked by the market. There's been a lot of discussion about the…
