John Authers
20 results

Stocktake: GameStop shows real-world David does not beat Goliath
- Personal Finance
- February 9, 2021, 05:10
The war between Reddit’s GameStop enthusiasts and Wall Street hedge funds was billed a David vs Goliath struggle. Last week’s crash in GameStop shares(...)

Stocktake: Is talk of a bubble overstated?
- Personal Finance
- January 19, 2021, 05:10
Signs of speculative excess are not hard to find right now – just look at the price action in Tesla and bitcoin. Are markets getting bubbly? Stocktak(...)

Stocktake: European stocks ‘finally ready to rebound’
- Personal Finance
- December 8, 2020, 05:40
European stocks were out of favour throughout 2020 until November’s rip-roaring comeback. The sheer extent of the turnaround – the Stoxx 600’s 16.7 p(...)

Stocktake: A Biden victory is not fully priced into markets
- Personal Finance
- October 27, 2020, 05:10
Joe Biden has been well ahead of Donald Trump in the polls for some time. Does that mean a blue wave is already priced in? Maybe not. Betting markets(...)

Stocktake: Correction time for stock markets
- Personal Finance
- September 29, 2020, 05:40
September has lived up to its reputation as the ugliest month of the year for stock markets, with the S&P 500 suffering its first double-digit cor(...)

Stocktake: Has Warren Buffett lost the magic touch?
- Personal Finance
- June 2, 2020, 05:00
Are investors losing faith in Warren Buffett? High-profile hedge fund manager Bill Ackman revealed last week that he had sold his $1 billion stake in (...)

Stocktake: ‘World seems to be more than 15% screwed up’
- Personal Finance
- April 28, 2020, 05:00
“We’re only down 15 per cent from the all-time high of February 19th,” cautioned Oaktree Capital founder Howard Marks last week. “It seems to me the w(...)

Stocktake: Rate cut: not a saviour, but not futile
- Personal Finance
- March 10, 2020, 05:30
Last week’s rate cut cannot kill the coronavirus, but that doesn’t mean it was futile. There had been a sharp tightening in financial conditions; Bloo(...)

Stocktake: Coronavirus – bad for stocks but good for Bernie Sanders?
- Personal Finance
- March 3, 2020, 05:40
Billionaire bond manager Jeffrey Gundlach reckons commentators are overstating the coronavirus role in last week’s sell-off, saying markets are also “(...)

Coronavirus: a reason or an excuse for a market sell-off?
- Personal Finance
- February 4, 2020, 05:30
Stocks have tumbled recently on account of the coronavirus outbreak – or have they? Last week, stocks tanked on Monday, with the S&P 500 enduring(...)