Pythagoras

China – Cultural Divide and Trade Wars

Western commentators and analysts find China troublesome to fathom. This is due to the ‘free market’ prism through which they look through. It is a fundamentally flawed starting position when trying to understand China! This further complicates dealing with China in a Trade War. Cultural Divide There is a Cultural Chasm which is impossible for …

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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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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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Volatility to return – opportunities to come

Published in LinkedIn 9/11/2018. In the coming weeks we are expecting a return to higher volatility for the market yet again. In the near term, immediately following further rises, we anticipate another slight drop. For our clients this slight drop will offer some fairly straightforward buying opportunities to accumulate cheap stock before the return to …

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Market Correction: Worst is now over – Pythagoras ramps up buying

Coming out the other side : Pythagoras ramps up buying.  Worst over now. On October 11 we warned that we expected this stock market correction to be more elongated but similar to February 2018.  Last week we published a blog about the similarities of the February 2018 pullback and our success in investing into tough …

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