3rd Oct


Occupation: Analyst, Entrepreneur, Market Professional, Trader

Interests: Asian Markets, Bonds, Commodities, Economics, Emerging Markets, European Markets, Forex, Funds, Geopolitics, Gold, Hedge Funds, International Stocks, Oil, Stocks, US Market

About Me:

fixed income (EM focused) by day, day-trader by night...

Jackalope's Latest Blogs

Fundamentals of Sibir remain very strong but it's been hugely punished along with the rest of the Russian market. Let's start with the Russian market situation first. What we are going to see in the coming months is the state having to bail out oligarchs who've been forced to make margin calls due to the massive Russian market declines. However, the whole market-crash-post-Georgia, exacerbated by…

there are risks to this sector certainly, but none as bad as the systemic risks that have punished the banks this year. And yet all financial stocks have been caught up in the same whirlwind. Investment incomes have been drab this year for P&C insurers and Nat Cat losses pretty bad, but this is actually good news as it means the insurance market will harden…

I've lost a fair bit on Serica since buying in earlier this year due to the general crash. Nonetheless I think it (and Salamander) is a good pick especially compared to the Falklands minnows. Why's that? Because it's actually got prospects that are about to start producing and generating revenue. Ok, it may not have the potential of the Falklands, but they need oil, and…

Jackalope's Latest Comments

Having given this some thought I just cancelled my orders: quite a good article by Anthony Hilton on the float here:

I was speaking with a fellow user of the premium features this weekend, and we both concurred that the site is fantastic, the only downside being the lack of data on US and European stocks. Are you able to give us a guess as to when you might be adding broader European or US market data?

a valid endorsement of what is fast turning into the best single resource for private investors in the UK sector. Look forward to the European roll out in due course. Those curious to try the pro site will hopefully take the leap...

Citi predicting a 20% rise this year due to a re-rating once bearish sentiment doesn't play out as badly as predicted. But then again, I also saw the Zerohedge article saying that we're actually at a period of low bearish sentiment (who the hell were they talking to for that one I ask?!). On a macro level, I feel we're at a period of interesting…

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