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Trade in Soda; Market historians will look back on this era and conclude that it was one of the greatest bubbles of all time, but we have no idea what they will call it because it can only be named after it ends. Candidates might be the AI bubble, the

Trade in Soda; Hedge funds were all the rage in the late 1990s, as skilled investors, and even more unskilled, came up with a strategy and raised capital in the hope of joining the rich list. While some made it, most failed. There were several tests, the first being the

Trade in Soda; Following the recent inflation data falling to 3.3%, down from 9% two years ago, the bond market is signalling that US interest rates will fall within a year as the one-year yield (green) turns down. There was hope this would happen last autumn, but inflation expectations

Yesterday, I was in London at an investment conference, where 19 people pitched investment ideas. They were all seasoned professional investors, and most were mid and small caps, with a strong sense of value. One large cap that came up was Hang Lung Group (10 HK), a Hong Kong based

Corporate Action in Soda; It has been a week of surprises, and they have been coming thick and fast. The key data from the USA, the ISM Manufacturing Index, came in below forecasts at 48.7. It is a diffusion index which means below 50 shows contraction, and above, expansion.

Trade in Soda; I was recently asked why Brazil and Mexico have not joined the global bull market, especially given that commodities have been doing so well. What might be a catalyst for a positive move higher or a signal to sell? It has been on my mind that a