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Market Musings 110224: Oil as a contrarian theme
Learning to Invest by Edmund Shing 11th Feb '24 · 20 comments · 1890 reads · 68 votes
Learning to Invest by Edmund Shing 11th Feb '24 · 20 comments · 1890 reads · 68 votes
"Market Musings 110224: Oil as a contrarian theme
Robust oil demand could outweigh growth in oil supply
Summary:Look outside of Tech for unloved contrarian ideasOil & Gas did very well in 2022, but…"
The Week Ahead (7th-11th July) - Big Beautiful Bill
Stock Picks by Graham Neary 4th Jul '25 · 5 comments · 1331 reads · 59 votes
Stock Picks by Graham Neary 4th Jul '25 · 5 comments · 1331 reads · 59 votes
"Hello and welcome to this week’s edition of the Week Ahead.
US markets have been closed today (Friday), but I can see on the spread betting platforms that the Dow Jones is changing hands at around 44,…"
Sovereign wealth funds and the global economic crisis
swfs by Sam Kiri 21st Jul '09 · 0 comments · 893 reads · 0 votes
swfs by Sam Kiri 21st Jul '09 · 0 comments · 893 reads · 0 votes
"The global economic crisis has left many sophisticated institutional investors reeling. Most are yet to fully recover even though markets have clawed back some of their early losses. Worst hit are the…"
Movers and Shakers - 16th February 2010
digest by Dave Brickell 16th Feb '10 · 0 comments · 1613 reads · 3 votes
digest by Dave Brickell 16th Feb '10 · 0 comments · 1613 reads · 3 votes
"A summary of the latest stock ideas and global insights from the Stockopedia Community. Please help us by taking our quick 60 second survey!
Markets & Macro
The burning macro question has bee…"
The Week Ahead: 17-21 March
by Megan Boxall 14th Mar '25 · 7 comments · 1587 reads · 72 votes
by Megan Boxall 14th Mar '25 · 7 comments · 1587 reads · 72 votes
"In recent weeks, I have read some relatively troubling comparisons between the geopolitical environment today and that of the 1930s. Martin Wolf (one of the more prominent doom-mongerers at the Financ…"
The Week Ahead (5-9 May): interest rate cuts and trade talks?
by Roland Head 1st May '25 · 17 comments · 2446 reads · 66 votes
by Roland Head 1st May '25 · 17 comments · 2446 reads · 66 votes
"After a volatile start to April courtesy of tariff Liberation Day, most major indices ended the month broadly flat – perhaps a good argument in favour of buy-and-hold investing.
Despite relative calm…"
