Hello Voornaam,
Ingham Analytics is pleased to introduce a weekly research summary, highlighting what has been recently published and what has been among some of the most read notes in the past few weeks or months.
This is a time of unprecedented market turbulence. Stock, bond, commodity, and foreign exchange market shocks are sudden and chaotic. This has been precipitated by a perceived health crisis, not a financial one, but it does have dramatic economic effects due to the closure of whole economies. Even in wartime that doesn't happen.
We are striving to help the traders and investors who read our research navigate such extreme volatility. You'll have seen of late that we have erred toward macro notes rather than stock-specific notes as there has been a dash for cash and indiscriminate selling across all categories worldwide.
Our more recent notes have focused on analysing various factors driving tumultuous markets, what's to be learned and how to take advantage where it is feasible to do so. Or what to stay clear of or what to leave well alone. In this swift downturn, many shareholders around the world have been converting paper losses into cash losses.
The late Jack Bogle of Vanguard famously quipped "Don't do something, just stand there!". It spoke to his investment philosophy - leaving things be can make sense.
We call a spade a spade, avoid jargon, write in plain English and keep our notes as punchy as we can. Every note has a short summary at the beginning so you can get the gist of things at a glance, the same principle we use in the morning email that outlines what a previously issued note is driving at. Our titles are designed to get the message across too - think of "What a Gas" for Sasol or "The Market's Twin Towers" relating to liquidity and volatility in markets.
The traffic to our site has grown exponentially, with thousands of opens and clicks and hundreds of registrations and orders. We appreciate your support. If you wish to reach out, please do so via the
Contact page on the website.
Happy Pesache and Easter.
