Weekly Commentary: 21/09/20 – The long journey to exoneration
The FTSE 100 just about held its level above 6000 last week. Last week was Chilean Independence Day. It is a little known footnote in
21st September 2020
Bruce Packard
Financial Analyst, former management consultant, equity research analyst Bruce Packard started his career at Credit Suisse followed by various banks and stockbroking firms before quitting The City to work in financial PR, Litigation finance and finally financial education. In 2008 he predicted the nationalisation of the UK banking industry.
I’m a self-invested, low frequency, buy and hold investor focused on quality. As well as writing for ShareScope I like to capture my financial analysis and non-conformist thoughts on my own blog brucepackard.com. I also used to own a craft beer bar in Berlin and for fun play beach volleyball (unlikely to turn professional though).
Weekly Commentary: 14/09/20 – Americans on AIM
The oil price fell to a 3 month low in the middle of last week to below $40 a barrel. Oil is in contango (futures
14th September 2020
Weekly Commentary: 07/09/20 – Come back on St Leger Day
St Leger Day, as in ““Sell in May and go away, don’t come back till St Leger Day”, is approaching. I’ve always wondered who St
7th September 2020
Weekly Commentary: 31/08/20 – Let the future ≠ the past
Nasdaq continued to hit new highs, at 11,666 up +30% from the start of the year and up 2.5x in the last 5 years. I
31st August 2020
Weekly Commentary: 24/08/20 – Searching for uncorrelated returns
Rightmove released a survey showing that the UK housing agreed sales picked up strongly to a record £37bn. A day later Persimmon reported half year
24th August 2020
UK banks – in the eye of the storm?
Every crisis presents opportunities. A contrarian strategy of buying bank shares during the point of maximum gloom during a recession has often, but not always,
13th August 2020