Faris Ardiwijaya·21h agoFaris Ardiwijaya: What Drives Selling Pressure During Market Stress?Why can a share price fall sharply before a company’s financial results change? In a market selloff, weaker expectations, reduced…
Felix Obinna Iroegbu·2d agoHow I Read US Inflation Data and Bond Market Risks | Felix Obinna IroegbuThe US Consumer Price Index for October is scheduled for release on November 10. Investors will be comparing the figures with market…
Faris Ardiwijaya·2d agoFaris Ardiwijaya: Three Checks Behind an Equity DecisionRising profit alongside weakening operating cash flow makes me pause. Inventory may be building or customers may be paying more slowly…
Felix Obinna Iroegbu·Nov 2How I Stress-Test an Investment Portfolio | Felix Obinna IroegbuA portfolio can appear well diversified when markets are calm. Stocks may be performing steadily, bond income looks predictable, and…
WongWoonThiam·Nov 2Wong Woon Thiam: When Revenue Growth Starts Working HarderRevenue growth is useful, but I also like to see what happens to the cost base when sales increase.
BARRON VAN DEN BERG·Oct 29Using AI With a Bloomberg Terminal: What Helps, What Can Go Wrong, and Where Your Judgment Still…How financial professionals can combine a data terminal with AI tools for research and reporting, without breaking confidentiality rules or…
WongWoonThiam·Oct 29Wong Woon Thiam: When Strong Revenue Depends on Too Few CustomersA company can have solid revenue growth and still be more fragile than it first appears.
Bramwell Satterlee·Oct 26Bramwell Satterlee on Why Great Businesses Can Carry Difficult ValuationsThere are businesses I can admire without being comfortable with the assumptions built into their share prices. A company may have loyal…
Virelia Foster·Oct 20Virelia Foster: Why I Am Watching Risk Pricing More Closely After the Latest Market SwingsU.S. technology stocks recovered on October 19, with the Nasdaq gaining approximately 1.1%. Yet Asian markets weakened the following day…
WongWoonThiam·Oct 19Wong Woon Thiam: What Pricing Power Really Looks LikeA higher selling price often sounds like good news.