The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
I would suggest that it’s a question for the company ‘s stockbrokers. Analysis quality and advice offered to companies listed on AIM is more often than not poor. A combination of you get what you pay for and the FCA
Not necessary imo as inflation rates will begin to fall. A bit like blowing ballast tanks on a submarine you can do too much too fast. Powel and the Fed have got it wrong. Bailey although not the best won’t hopefully be bounced into following suit. The govt has got it right so far wrt to price caps and the cost of the support package will be well below media projections.
Institutions were looking for higher returns so bank provided these by going up the risk curve. The issue after that was leverage. Market panic created a stampede out of illiquid and esoteric products. The current situation lies with J Powel who had opted to use an over aggressive interest rate xx policy to deal with the post pandemic transitory inflation environment which is leading to a surging dollars and bay well force the world into recession. Powels approach is as well thought out as Biden’s ditching of Afghanistan
The U.K. is an easy target. Try this nonsense with the US your are told to foxtrot Oscar. The IMF should keep their nose out of our affairs . Their commentary was blatant politically motivated nonsense.
There is no rationality in the current market. We have our own political issues here which are being deliberately blown out of all proportion probably seen as an opportunity to fan the flames of Brexit yet again. The IMF’s unwarranted commentary a casing point here. Timing wise Italy has just elected a right of centre candidate to lead the country do the EU has major issues now and to come.
Markets are dire globally esp the fixed income markets has invest rates are being hiked aggressively with most CB’s following Powel’s lead. Inflationary pressures however will likely prove transitory and economic growth will be centre stage and may prove fickle in the face of over tightening by the CB’s. In this febrile environment banks are getting hammered on the back of some rumour of deposit interest rates and mortgage market gyrations, again. Sometimes imo you just have to sit tight, have a cup of tea and fo done fundamental research. Better still watch the next T20 this afternoon
Ex Pimco part of the Bill Gtiss double act. Been around for a while