tirsdag den 19. juli 2016

How to Trade Global Warming

 
How to Trade Global Warming

By Adrian Kempton-Cumber

It's 100,000 years since the North Pole was ice free. The ice cap grows or shrinks on a daily basis, depending on the season, and you can watch it unfold if you want to at http://nsidc.org/arcticseaicenews/, where they have a daily updated image of the extent of the ice. This year Ocean Physics Professor Peter Wadhams (Cambridge) has predicted that it will be ice free this year by extrapolating data from the National Snow and Ice Data Center. It's sort of snow and ice Technical Analysis. He's short ice. There is a vast amount of data on the site and lots of images like the one here which shows the extent of the sea ice on 21st June '16.

We'll know in mid-September if he was right, as that's the time when the ice recedes the most. And even if he's not this time around it is surely only a matter of time before it is ice free in summer. This would change the global balance of power on a level akin to physically moving countries around the world. The countries with North facing coasts in the Arctic are broadly winners: Denmark, Norway, Russia, Canada and the US. With this becoming a reality I wonder just how long Denmark will stay in the EU. They'll be as rich as Norway thanks to oil and shipping from Greenland, plus the fact that Greenland, the world's largest island – and, if it were a sovereign state, the 12th largest country in the world – would presumably become more habitable...

Click Here To Read The Full Story

The Master Investor Market Report

  • The FTSE 100 closed the day at 6,690.42, a decrease of 4.47 points.
  • The FTSE 250 rose 39.47 points to finish at 16,907.13.
  • The FTSE All Share dropped 0.25 points to finish at 3,622.98.
  • The FTSE AIM All Share finished at 730.64, up by 3.99 points.

Mining giant Rio Tinto (RIO) announced that its iron ore production during the first half of the financial year rose by 10% to 161 million, keeping it in line with output forecasts. There was also strong production data in bauxite and aluminium, but coal output fell due to changes at the Kestrel facility. However, shipments did not climb as quickly as had been hoped. Shares in the company fell 92.50p to 2,370p.

Download our July issue today! Click HERE to read.

Investment software developer StatPro (SOG) saw its recurring revenues climb by 26% to £36.2 million during the first half of the financial year. Elsewhere, the order book is expanding and overall trading is in line with forecasts. The weakness of the pound has had a significant positive impact on the company's results as 85% of revenues are in other currencies. The shares rose by 2% to 93p.

AIM-listed drug developer 4D Pharma (DDDD) reported that its Blautix IBS treatment has outperformed the placebo in initial clinical trials and appears to be safe and well tolerated. Management said that this was an encouraging sign and that they were looking forward to the larger trials coming up in the future. However investors seemed to disagree and the shares dropped by 12.50% to 700p.

Tomorrow's news today

Severn Trent (SVT) and Electrocomponents (ECM) will release trading statements.

Quote of the day

"You will never win if you never begin."
- Helen Rowland

Latest Stories

British Land Has Income Attractions

By Robert Sutherland Smith

Property company shares, like British Land (BLND), are about location, quality of covenant (i.e. are the leaseholders good for the rent?) and rental yield. But like all equities they are also about quality of management. The management of British Land has played the UK's recent and remarkable UK property boom brilliantly… Click Here To Read The Full Story

Chart of the Day: Gulf Keystone

By Zak Mir

It may be the case that the "experts" have got it right in suggesting that the latest rebound in Gulf Keystone is something of a death rattle for shareholders after the latest financing news. However, I wish this were not the case… Click Here To Read The Full Story

Are Brazilian Stocks Going Cheap?

By Adam Patterson

The expression "may we live in interesting times" could have been written with the principal Brazilian stock market, the Bovespa, in mind. Its performance since 2010 – when the author moved to the country – has been a rollercoaster ride… Click Here To Read The Full Story

Chart of the Day: Imagination Technologies

By Zak Mir

For much of the 16 plus years that chip designer ARM Holdings was on the London market, the gripe was that it was trading at 50 times earnings and far too expensive from a fundamental perspective… Click Here To Read The Full Story

The Evil Diaries: Sergio Garcia, Labour, Volvere and Beximco

By Evil Knievil

I had backed Sergio Garcia eachway with BetFred and squeaked a dividend which has been sufficient to pay for all other losses on the Open. That's a fluke. Incidentally, BetFred is now the most efficient taker of bets in the country... Click Here To Read The Full Story

Join the movement on social media:

Copyright 2016 Master Investor Ltd, All rights reserved.
You are receiving this email because you opted in at our website. If a Daily Bulletin is too frequent, why not opt in to our once weekly mailing list for a round up of the week's news straight to your inbox.


Once Weekly Round-Up

Our mailing address is:
Suite 88,
22 Notting Hill Gate,
London
W11 3JE

Master Investor is a trading name of Master Investor Limited.

Material contained within Master Investor Magazine and its website is for general information purposes only and is not intended to be relied upon by individual readers in making (or refraining from making) any specific investment decisions. Master Investor Ltd does not accept any liability for any losses suffered by any user as a result of any such decision.







This email was sent to educationspeculator.davinci@blogger.com
why did I get this?    unsubscribe from this list    update subscription preferences
Master Investor Ltd · Suite 88 · 22 Notting Hill Gate · London, London W11 3JE · United Kingdom

Ingen kommentarer:

Send en kommentar