by Joe Bunting | Dec 22, 2022 | The Trades
Investment Week published in their July issue a hypothetical view from the Endeavour Fund managers of the much sought-after ‘soft landing’ that could emerge in the US over the second half of the year (see here in our regular Trades features). We suggested it was a lot...
by Joe Bunting | Sep 6, 2022 | The Trades
A year ago, the activation of the NordStream2 pipeline was still waiting for final approval from the German government, delayed by concerns about its implications for Europe’s energy independence. The Russian invasion of the Ukraine six months ago made these concerns...
by Joe Bunting | Aug 3, 2022 | The Trades
With two consecutive quarters of decline in GDP the United States has, by some measures, entered a recession, technically. In fact, the National Bureau of Economic Research determines whether the US is in a recession, and they use metrics other than just GDP. That...
by Joe Bunting | Jun 29, 2022 | The Trades
The summer solstice has been celebrated at Stonehenge for millennia. It is a significant time of the year for us at Tellsons too; not because of the position of the sun in the sky, but because first half earnings season is upon us. And this year it is even more...
by Joe Bunting | May 23, 2022 | The Trades
The origin of the term ‘bear’ in financial parlance stems from the proverb that warns: “not to sell the bear’s skin before you have caught the bear”. This was applied to short sellers in the South Sea bubble in the 18th century and means someone who believes prices...
by Joe Bunting | May 3, 2022 | The Trades
High inflation, rising interest rates, and pandemic disruption to global supply chains are issues that we are all facing, investors and consumers alike. Investment markets have been grappling with their effects for months now, and together with war in Ukraine, the...