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Is Apple going Ex-growth?
What’s the next big thing for Apple should the stalling growth in Chinese demand for the iPhone mark the peak in this product’s life cycle? Improvements to the Mac may be invigorating that product line, but its contribution remains relatively modest to the overall group, while the weak health of the global laptop market does […]
Continue readingLip smacking organic revenue growth from Pepsi is not what is seems
Pepsi’s reported organic revenue growth has been edging ahead all year and for Q3 it was up at +7.4%. For the purveyors of the black teeth rot, this was impressive, particularly since underlying sales volumes were up by only +1% globally. A quick look at the details however provided the answer with ‘organic’ revenues up […]
Continue readingTesco moves to stage 2 of its ‘recovery’
UK supermarkets are a bit like the beer they used to sell; bland and too many of them. Tesco however is working on that one as it culls its less profitable sites and brands (including the #4 UK brand, Carlsberg) to restore its growth and margin metrics, even it means from a lower base of […]
Continue readingdu Pont – So bad its now good!
Guidance slashed and CEO dumped. Shares bounce however on appointment of break-up artist and more layoffs. Up until today (6 Oct 2015) the narrative of a weakening underlying performance from macro and fx headwinds (particularly around Brazil and Agriculture) was trumping the speculative aspirations of activist shareholders such as Peltz and an EPS guidance […]
Continue readingHas Mail Online discovered irony or was it just a cock-up?
Perhaps the successful Mail Online should stick to celebrity gossip as its foray into serious issues seems prone to schlock. While lacking the pithy wit of a News of the World headline, the Mail Online’s recent article on China’s alleged mistreatment of Falun Gong certainly pulled few punches with its title: “Thousands of religious prisoners […]
Continue readingYellen – Who are you calling Chicken?
LoL – Yellen chickens out of hike interest rate as expected. Indeed, one FOMC member appears to be expecting negative rates. Just confirms that the Fed has no idea how to get the patient off the hopium. This party is going to have to carry on until we finally get a currency collapse. With […]
Continue readingEconomists predict 2018 for the next recession – LOL
Well that’s okay, according to a recent survey by Bloomberg, most economists don’t think the next recession will be until 2018. As most of these are employed by banks with a vested interest to pump shares, this is most convenient, at least on two fronts. Firstly, the very low risk of an early recession is […]
Continue readingExpect Yellen to chicken out again on rate rise for September
Will she or won’t she? It seems with Fed interest rate policy remaining the only game in town, strategists are stuck with trying to second guess Yellen’s next move at the forthcoming FOMC on 16-17 September. Of course we’ve been here before and we can look at all the evidence and data under the sun […]
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