
Bi-Weekly Market Commentary | 25/06/2024 | WISE, YOU, IGP | Approvals rising
A look at mortgage approvals data trends, and how the Election may impact the UK housing market. Companies covered WISE, YOU and IGP. The FTSE
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 mortgage approvals data trends, and how the Election may impact the UK housing market. Companies covered WISE, YOU and IGP. The FTSE

A look at the decline of the London Stock Exchange, versus the remarkable performance of the LSEG share price. Companies covered: BGEO, RFX, AGFX The

With the recent +67% spike in Natural Gas prices, Bruce wonders if Central Banks might have declared victory over inflation too soon. Companies covered: KLR,

Nvidia’s share price has risen by 8x in the last 18 months, yet it is not obvious which businesses their GPUs will disrupt. Stocks covered

This week Bruce looks at long-term multi-bagger Jet2, up around 120x from its 2008 low, and Filtronic, which has announced a contract win with Elon

A look at a possible reason for the outperformance of large-cap US technology stocks, and what might reverse the trend in favour of smaller companies.

A look at two charts that suggest reasons for growing optimism, even as the UK performance has lagged other markets. Companies covered CEY, CBG and

A look at the performance of gold, and some dividend yield paying shares which should also benefit from the rising gold price. Companies covered: HAT,

A look at how commodity prices have performed since Putin’s invasion of Ukraine. Companies covered: BKS, FCH and NEXN. The FTSE 100 was flat last

A trend following signal for AIM is close to turning positive, so we could see confidence return in smaller UK stocks. Companies covered: ENSI, ADF

Bruce looks at an old equity research note from 1993 and ponders if in some sectors customers receive a better deal than shareholders. Companies covered

Bruce remembers a metaphor from the founder of the Georgian Stock Exchange and wonders how it might apply to Chinese financial markets. Companies covered: FEVR,