Insights
The stronger US dollar will be a headwind for US big tech earnings
NBR Articles, Published 11th October 2022
The US dollar has been remarkably strong this year.
Read MoreTruth or bulls**t in financial accounting
NBR Articles, Published 6th September 2022
A company’s financial statements paint a picture of the profits that the company is generating.
Read MoreCan Amazon shares deliver an acceptable return to shareholders?
NBR Articles, Published 2nd August 2022
The share market values Amazon. com at US$1. 37 trillion, making it the fifth most highly valued company in the world after Apple, Saudi Aramco, Microsoft, and Alphabet.
Read MoreWhat if China invades Taiwan?
NBR Articles, Published 28th June 2022
The economies of both Mainland China and Taiwan are crucially inter-linked with the rest of the world.
Read MoreWhen the tide goes out...
NBR Articles, Published 24th May 2022
When the tide goes out, you get to see who's been swimming naked.
Read MoreInterest Rates and Equities
NBR Articles, Published 20th April 2022
Over the past few months, long term bond yields have risen by 1% or more in all significant developed economies, apart from Japan.
Read MoreTime to Telco
NBR Articles, Published 15th March 2022
The internet boom of the late 1990s was not restricted to just Information Technology companies.
Read MoreWhen Growth Stops
NBR Articles, Published 8th February 2022
Investors sometimes figure that if they can foresee a certain amount of growth in a company's earnings per share then it should be reasonable to anticipate a similar amount of…
Read MoreElectric Vehicles, and the Perils of Too Much Investment
NBR Articles, Published 14th December 2021
One of the key ways in which equity markets serve both entrepreneurs and society is by facilitating the flow of capital into promising new ideas and technologies.
Read MoreStock-based compensation and the Mismeasurement of Earnings
NBR Articles, Published 9th November 2021
Price-to-Earnings ratios can be calculated in slightly different ways, using different measures of profits, and can be calculated off either backward looking earnings, estimates of the current year’s earnings, or…
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