Buy Recommendations: able and not able to transact

Working with recommendations: Afterpay Touch Group Afterpay isn’t a stock for the faint hearted but it’s great as a case study to illustrate how Pythagoras buy recommendations work.  Each buy recommendation comes with an upper price limit which we measure against at the end of the day, using the close price.  Where the close price …

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The extent of Chinese forward planning

Where economic rationality is expected and not delivered due to the east v west cultural divide it leads to investment mistakes. This is a key area maths has a role to play – seeing through the noise and getting to the heart of the share price behaviour.

Inverted yield curve. China Outwits the US, again!

The US backtracked from the recent Trump “tariff tweets” due to be implemented on September 1.  Essentially, Trump admitted that U.S. consumers were bearing the brunt of the impact and decided to delay tariffs, recognizing the negative impact further tariffs would have on the U.S. economy. He has lacked the understanding of the effect of …

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Why the RBA Cut Rates ? Underemployment v unemployment

The RBA rate cut occurred due to economic weakness – rising unemployment, significant underemployment, lack of wages growth and a lack of consumer spending.  Hey, this economy isn’t growing.  Stimulation is required or we could be considering the R word before long with the main risk being the international trade disputes between the China and …

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TRADE WARS: Effects on America

This week Trump tweeted he would increase tariffs from 10% to 25% on USD500m+ of Chinese goods. Investors are worried that the additional tariffs hamper economic growth causing uncertainty and volatility in the market. US and Chinese trade officials will resume negotiations in Washington this Thursday/Friday to try for a trade deal. The proposed higher tariffs are scheduled …

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