We were right about SDC shares, here’s what we think is next
Today we saw Smile Direct Club (NASDAQ:SDC) shares pop 20% higher, trading at $2.08 as we write. The share price has almost doubled over the past month, with a short…
The FX Review – August Week 2
In our FX review this week, we discuss the surprising US inflation print and the impact it had, along with the negative GDP reading for the UK on Friday. US…
The AlphaPicks Weekend Digest
In our weekend digest, we summarize the best pieces published from the working week. These can be read in full by clicking on the link over the name/ticker. Editor’s Picks…
QuickPick – US Inflation Drops, Yields Down/Stocks Up
The July US inflation figure was just released, coming in at 8.5% versus 8.7% expected and 9.1% previous. This caused a large jolt in markets, that weren't correctly positioned for…
Stock picks: winners and losers of higher interest rates
Around the world, H1 saw developed nations increase interest rates. The steps also became larger, with the US Fed jumping from a 50bps to a 75bps increment last month, with…
The FX Review – August Week 1
In our FX review this week, we talk through what the latest Bank of England hike means for GBP, as well as why the stonking NFP print from Friday could…
The AlphaPicks Weekend Digest
In our weekend digest, we summarize the best pieces published from the working week. These can be read in full by clicking on the link over the name/ticker. Editor’s Picks…
Top Stocks For August
Phil Rogers August Pick: Barclays (LSE:BARC) Barclays is one of the tier one banks that makes up the global financial system. The share price is down a modest 8.4% over…
How could Disney shares react to Q3 earnings?
On Wednesday, we get the latest quarter results for Walt Disney Co (NYSE:DIS). Technically it is the fiscal Q3 earnings, for those that thought there was a typo in the…
Bank of England preview: 0.5% hike, but what next?
Tomorrow we have the Bank of England meeting, where again we expect the central bank to increase interest rates. However, this cycle of hiking we think it starting to come…