Santa Pause
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...
Riding out Europe’s energy crisis
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...
Technically Speaking
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...
Marking the midpoint of the year
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...
Beware the Bear
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...Follow Us:
