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US
December 15, 2022
US inflation peak means recession is on the horizon
US interest rates are expected to peak next year, but this will be followed by shrinking GDP and rising unemployment.
November 24, 2022
Quality US shares
After this year’s market correction, do quality US shares now offer better value, too?
November 24, 2022
Waters Corp refocuses on its strengths
After a period of lacklustre performance, the laboratory instrument and software provider proves that business transformation is more science than art
November 09, 2022
Twitter and Netflix both squeezing users for cash
The companies are both going down the 'hybrid' route of subscription fees and advertising.
October 06, 2022
A lesson in share analysis
The bull and bear case for the Coca-Cola Company
October 03, 2022
US Shares: Blood on the carpet
US equities are looking shaky despite some key inflationary measures starting to ease
August 23, 2022
An inventory of US problems
A half dominated by worries looks to have ended positively for S&P 500 companies, but there are problems lurking in the warehouse
June 20, 2022
US shares: How to cope with inflation
The combination of historically high inflation and a now activist Federal Reserve are causing havoc for US stock market investors
May 09, 2022
What does Buffett see in HP?
A look at Berkshire Hathaway’s recent investments paints an interesting picture of value investing in the US market
March 21, 2022
US Value Portfolio: Riding out the bear market
With the US core indices heading slowly but inexorably towards bear market territory, picking out value shares is more important than ever
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