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).
A look at whether rising Natural Gas prices might threaten the market rally, and whether renewables might help offset the pain. Companies mentioned NESF, TAM,
A look at how different asset classes have responded to the US election result, and whether there might be some inconsistent thinking therein. Companies covered:
A look at the movements at the long end of the government bond yield curve, and the implications for equity investors. Companies covered GBG, CER
A look at what might be causing the divergence in performance between the FTSE Small Cap (SMX) index -8%, which has outperformed FTSE AIM (AXX)
A look at stimulus coming from the People’s Bank of China and deficit spending by Western governments, both of which seem expansionary. Companies covered: IPO,
Bruce looks at the reversal in the copper price, and what this might signal about global growth and interest rate expectations. Companies covered WOSG, HVO
A look at UK retail fund flow data, from the Investment Association, which represents UK Fund Management Firms. Companies covered CLX, AQX and ESYS. The
A look at Nvidia, which is forecast to grow sales by 11x since 2020, compared to Cisco Systems valuation in the previous technology bubble. Companies
A difficult start to August seems to be driven by the Japanese carry-trade unwinding. Companies covered: DATA, LTG, CRPR. Markets sold off heavily on Monday.
Some background reading on cybersecurity and hacking, topical in the wake of Crowdstrike-related chaos from last week. Companies covered TRST, RNO and CRL. The FTSE
A look at the bank sector, that has been disappointing for decades but has now begun to outperform the wider market. Companies covered BARC, CBG,
After a difficult 3 years for London-listed smaller companies, Bruce looks at a couple of reasons to feel positive about the future. Companies covered: MOON,
