A look at how commodity prices have performed since Putin’s invasion of Ukraine. Companies covered: BKS, FCH and NEXN. The FTSE 100 …
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 how commodity prices have performed since Putin’s invasion of Ukraine. Companies covered: BKS, FCH and NEXN. The FTSE 100 …
A trend following signal for AIM is close to turning positive, so we could see confidence return in smaller UK stocks. Companies …
Bruce looks at an old equity research note from 1993 and ponders if in some sectors customers receive a better deal than …
Bruce remembers a metaphor from the founder of the Georgian Stock Exchange and wonders how it might apply to Chinese financial markets. …
While active fund managers are seeing redemptions, platforms like AJB and IHP have been reporting healthy quarterly inflows. Other stocks covered DPP, …
Terry Smith has published his annual performance update letter, plus a look at companies in the listed active fund manager sector. Companies …
Bruce looks at why the inverted yield curve seems to have sent a false signal about a recession. Companies covered: JD. and …
Bruce reviews 2023 performance and the outlook for this year. Plus a detailed write-up of aircraft leasing business AVAP. Last year …
With Central Banks turning dovish, Bruce looks for the 16 / 64 day moving average crossover to call the turn to a …
Bruce looks at the prospects for Commercial Real Estate (CRE) and wonders if this will become a source of market instability in …
Bruce ponders why some companies that operate in the same sector enjoy such radically different fortunes. Companies covered MPE, LTHM, and MIND. …
With two more bids coming in for small-cap stocks, Bruce looks at the average premiums being offered by buyers. Companies covered: AML, …
As two more bids come in for small-cap listed companies, and another Private Equity IPO disappoints, Bruce looks at the trends that …
Bruce looks at UK fund manager outflows, both at an industry level and manager-specific level. Companies covered: STJ, HL., BPM, LIO, TMG. …
Bruce looks at what we can learn from Oscar Wilde and a half-bearded psychology professor on flawed narratives that capture people’s imagination. …