Weekly Wrap from Pythagoras Investing 5 April 2020
Weekly Wrap from Pythagoras Investing – we are past the low in the stock market
Weekly Wrap from Pythagoras Investing – we are past the low in the stock market
The market is pricing a lot of pain – we have priced all of the bad, forever. Mr/Mrs Market is in deep depression right now. With previous crashes, pricing the recovery begins months before the worst of the event has past. This is where separating the real effect of the virus and the stock market…
Lunatics have taken control at the asylum. At times like these it is important to go back to basics so I am taking a helicopter view today. What has happened to the world stock markets in the last few weeks? Firstly, we have had the spreading influence of the coronavirus which has been shown to…
Well markets this week have started to move sideways. We know it is hard to hold on during the uncertainty but markets now have the support of the US Federal Reserve. As mentioned in a previous communication/blog (click here) we believe that the falls emanating from America were the result of the Federal Reserve not…
This week we have entered a down period in the market, a period that should have already commenced, as the Coronavirus has not just happened. The trigger is more a realization in the US market that it is no longer conducive to keep propping up share prices to favour one political party (Trump). Thus leaving…
There is a lot of speculation relating to underexposing about the number of deaths from the coronavirus by China. No doubt this is the case. China is the epicenter of the outbreak so spread should be higher. The spread outside of China is low. But after 2 weeks off over Chinese New Year, approximately 240m…
Weekly wrap of the geopolitical news from Pythagoras Investing
Weekly wrap to keep you informed on issues which effect share markets.
Chinese New Year ushers in the year of the Rat. But the Coronavirus is going to have an impact on China’s celebrations and world markets near term. Lunar New Year is a significant travel period for 400m Chinese, raising the potential for further spread of the illness. The outbreak of Coronavirus in China has led…
Weekly wrap from Pythagoras Investing