Hotlist 2013

Week 20 of 2013 More bumper gains for the large caps and more records smashed as the markets soar higher and higher. The sell in May mantra has clearly been out of touch in 2013 as the major indices continue to pile on the gains. Growth stories dominated the week as BoE cited better times …

Week 19 of 2013 Not much to report – the markets continue to break records, setting new highs on S&P and DOW while the FTSE still has some room left to attempt its own record breaking run at 7000 level. Most would not argue with the latter achieving that milestone as the markets continue to …

Week 18 of 2013 More of the same in week 18. The larger cap indices such as DOW, FTSE and S&P all performed well with the US markets continuing to break the history books with every trading day completed. You really have to pinch yourself when you see the S&P 500 at 1600+ and the …

Week 17 of 2013 Earnings season continues to deliver solid numbers across many sectors suggesting that the slosh of QE3 cash is working. However, growth is still weak and Job creation slow. There’s not a great deal to add as most equities are doing brilliantly. I say most – as the QE3 cash is not …

Week 16 of 2013 Another week of tepid action across the major indices. While the blue chips seem to be treading water, the small caps were acting like it was Sept 2008 all over again. It really is astonishing to see such an obvious dual market in place where risk on assets are shunned and …

Week 15 of 2013 With Earnings season now in full swing the markets are back to gauging individual company performances. Thus far – there’s nothing to like or dislike. It’s like no-mans land out there. There’s no major bull story and no major bear story no matter how hard the markets try and spin it. …