A good day to focus the mind today. Back to back calls on a variety of topics ranging from our ECM ambitions to an algo pitch to a monthly recap of what the markets did in November and what to watch from here. All of them interesting but the last of the three absolutely fascinating […]
So December is upon us. The advent calendars are out, the elves are on their shelves, Greggs is bid only and you can quietly eat your body weight in Treeslets without any judgement. What a time to be alive. The Snapshot might be a bit – ahem – patchy this month as Courteney and I put our bodies on the line for the firm – starting with an Edinburgh jolly up client trip tomorrow and Friday. That’s fine though. It means we’ll miss some of the to-ing and fro-ing of what are some pretty choppy markets right now and hopefully be able to identify some of the bigger picture bits that you only get with a bit of perspective.
They had been a bit quiet lately our pharma team. The spotlight having moved off their film star good looks and towards our (equally good looking) macro team and other areas of the market as we pitch from one side of the boat to the other. But boy are they back with a vengeance and […]
It’s like déjà vu all over again at the moment isn’t it. And not in a good way. The Andrew Marr show back to hosting more scientists than politicians. The dreaded NI COVID function being reluctantly typed into Bloomberg at regular intervals as every headline gets scrutinised. Everyone becoming an expert in something that until about 4 days ago they knew nothing about.
It’s like déjà vu all over again at the moment isn’t it. And not in a good way. The Andrew Marr show back to hosting more scientists than politicians. The dreaded NI COVID function being reluctantly typed into Bloomberg at regular intervals as every headline gets scrutinised. Everyone becoming an expert in something that until […]
Now I know we told you there wouldn’t be a snapshot today and as much as we don’t like going against our word, we thought the market having it’s biggest move of the year (SXXP-3.7%) warranted a change of heart. The ‘Nu’ Variant or ‘Variant of Concern’ gaining all the attention and met with a classic case of sell first and ask questions later ensued. A perfect storm really with the Thanksgiving holiday causing a number of absentee’s from the market.
Now I know we told you there wouldn’t be a snapshot today and as much as we don’t like going against our word, we thought the market having it’s biggest move of the year (SXXP-3.7%) warranted a change of heart. The ‘Nu’ Variant or ‘Variant of Concern’ gaining all the attention and met with a […]
OK so well done everybody. We’ve made it to Thanksgiving and Plan B still firmly in its box in the UK. Frankly it can stay there til January by which point I might be quite glad of a couple weeks at home. It does feel like there’s quite a lot of Covid knocking around again […]
Never mind the turkey, I hope you’ve got your X-Box and Playstation deliveries sorted for Christmas. Online electricals retailer AO World (-15%) warning today that both could be in short supply by Christmas as chip shortages continue to bite. One of those days where the single stock moves were violent, the mood unforgiving and the […]
I’m not gonna lie to you – I kissed quite a lot of blokes last week. I’d read about the Covid induced demise of “La Bise” – the double kiss that the French make look so classy and which I’m very much yet to master – but I’d say rumours of its death are exaggerated. […]