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Up but still down
General - 29 April 2021

Sasol is a popular topic and in “Up but still down” Ingham Analytics give you their latest take on the energy company.

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Wild ride
General - 25 April 2021

“Wild ride” follows on from “Shapely gold” which reviewed the relative merits of using gold futures contracts to express a positive or bearish view on gold. Now, they look at owning Barrick Gold shares in comparison.

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Shapely gold
General - 21 April 2021

Top risk expert and trader Andrew Kinsey takes a dive into a precious metal in a note entitled “Shapely gold.” After a strong rise since 2019, despite a recent pullback, is there further to go? How do you play it?

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There's a coach comin in, hear those wheel spin
General - 19 April 2021

US company profits could rise by at least 27% in 2021 say Ingham Analytics, supported by a bigger than expected rise in real US GDP, and the operating leverage that comes with higher capacity utilisation. Excess savings are the equal of the Biden stimulus package whilst... Read More

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NOPE, you can make money out of volatility
General - 14 April 2021

In the intriguingly titled “NOPE, you can make money out of volatility” top trader and risk expert Andrew Kinsey provides practical tips to play a notably volatile situation to advantage once the extremes diminish. With some high-profile stocks in the US being especially volatile in the... Read More

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Slap
General - 12 April 2021

Ahead of the game, Ingham Analytics had already analysed the options market which the Financial Times looked at in an article dated 10 April. Recent notes include “Is this true insanity?”, “Is GameStop a bathtub drain?”, “Stop the Game – I want to get off”, “Turkey... Read More

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Turkey shoot?
General - 7 April 2021

Turkey is an emerging market peer for South Africa and recent developments in that country have lessons for hotheads here. Risk expert Andrew Kinsey assesses the currency and bond market effects in "Turkey shoot?"

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Is there an attachment point for equities?
General - 6 April 2021

Ahead of the news yesterday that Credit Suisse has lost $4.7 billion this is a timely analysis. Now, Andrew tackles the bond markets and asks, is there a signal for equities? For those invested in the US and elsewhere this is worth pondering and the answer... Read More

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Archegos goes down, banks blow themselves up
General - 5 April 2021

Derivative instruments in themselves are not a problem provided those engaged in them as a trading strategy adhere to proper risk management procedures and there is transparency. This was manifestly absent in the recent Archegos/ViacomCBS trade. Top market risk expert Andrew Kinsey simply explains the structures... Read More

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Isn't Tom Cruise the star of Mission Impossible?
General - 29 March 2021

If you want an expert take on why ViacomCBS has fallen like a stone, top international trader Andrew Kinsey gives a succinct analysis in "Isn't Tom Cruise the star of Mission Impossible?" And there are other lessons to derive, so if you are exposed to US... Read More

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