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Daily Stock Market Report (Tue 3 Dec 2024) - IPX, OTB, SYS1, GNC, VCT, MARS
Stock Picks by Graham Neary 3rd Dec '24 · 59 comments · 7066 reads · 121 votes
Stock Picks by Graham Neary 3rd Dec '24 · 59 comments · 7066 reads · 121 votes
"Good morning!
Wrapping this up at 1pm. Thanks everyone!
Explanatory notes
A quick reminder that we don’t recommend any shares. We aim to review trading updates & results of the day and offer our…"
Daily Stock Market Report (Wed 11 Dec 2024) - US inflation, CHRT, BILN, BOOM, RM., BATS, SUS, SVT
Stock Picks by Graham Neary 11th Dec '24 · 33 comments · 6842 reads · 151 votes
Stock Picks by Graham Neary 11th Dec '24 · 33 comments · 6842 reads · 151 votes
"Good morning! 12.30pm: we're finished for today, cheers!
Macro comment
This afternoon (at 13:30 GMT) we'll have the monthly US inflation rate, and it's expected to come in at an annual rate of 2.7%.
I…"
Daily Stock Market Report (Thur 10 April 2025) - 90 day pause, RNK, BBSN, JD., TET, TTG, TSCO, THS, MRK, NXR, SPEC
Stock Picks by Graham Neary 10th Apr · 83 comments · 6961 reads · 103 votes
Stock Picks by Graham Neary 10th Apr · 83 comments · 6961 reads · 103 votes
"Good morning! These markets are extraordinary - the S&P rose 9.5% yesterday and the FTSE is this morning scheduled to open up by 5% after Trump announced a 90-day pause on his "reciprocal" tariffs…"
The Absolute Return Letter - November 2009: Time to cut taxes?
Market Outlook by Niels Jensen 25th Nov '09 · 0 comments · 1740 reads · 13 votes
Market Outlook by Niels Jensen 25th Nov '09 · 0 comments · 1740 reads · 13 votes
"
“The only thing worse than rescuing the system would have been not to do so.” - Martin Wolf
Welcome to the third letter in our four letter series about major trends defining the future of the world…"
The Absolute Return Letter - Oct 2009: A Country for Old Men and a Bit of Samba
emerging economies by Niels Jensen 26th Oct '09 · 0 comments · 1144 reads · 10 votes
emerging economies by Niels Jensen 26th Oct '09 · 0 comments · 1144 reads · 10 votes
"The Man Card
“Excuse me Sir, can I see your Man Card?”
The stone-faced look of the security guard at Dallas Fort Worth Airport gave nothing away and, after two days of celebrating John Mauldin’s 6…"

The Absolute Return Letter - Beggar thy Neighbour
Market Outlook by Niels Jensen 3rd Sep '10 · 0 comments · 6229 reads · 1 vote
Market Outlook by Niels Jensen 3rd Sep '10 · 0 comments · 6229 reads · 1 vote
"“I am deeply ashamed to know that I won't be able to pay our staff. They have got mortgages, children. What am I supposed to do?" Jesus Manuel Ampero, Mayor of Cenicientos (Spain)
It has been an…"