DAILY BULLETIN
Monday 12 December 2016 | | | 2016 has been an interesting year to say the least, and amidst all the uncertainties, most markets have gone up significantly – maybe due to excess liquidity and little expectation of increases in interest rates.
The last 7-8 years have been great for most investors like me but I'm nervous now. Hence, instead of keeping a long only portfolio, which is what I've done over the last several years, I'm now looking to hedge my portfolio by adding stocks that I think are overvalued.
One such stock is Apple, which, going forward, I believe, will face a significant diversion from its more-than-a-decade-long growth path.
The stock has declined 7% in the past year despite a strong stock market. Investors may have already been punishing the stock for its lack of innovation and declining growth prospects.
| | | LATEST STORIES FROM OUR BLOG | | | by Zak Mir | Trading |  1 mins. to read
The latest oil market deal may or may not hold, and may just be a sentiment booster on a temporary basis. However, it has helped the second line oilers no end today, Premier Oil (LON:PMO) amongst them.
| by Evil Knievil | Evil Diaries | 1 mins. to read
Since the chairman had told me to go short the Euro (this is an emotional, if sound, twitch of his) I had sold at 1.07. It was therefore concerning to see 1.085 race into view but the price turned over with all the accommodating speedy athleticism of a supremely fit hooker.
| | by Zak Mir | Trading | 1 mins. to read
Finnaust Mining (LON:FAM) has been a bit of a head scratcher this year. The reason being that the company has clearly been helped by the massive rebound in the sector to which it belongs, but with siren voices suggesting it may be overvalued.
| | by Robert Stephens | Equities | 5 mins. to read
December's Halifax House Price Index showed that house prices rose by just 0.2% in the last month. This gives a quarterly change of 0.8%, with the report warning that "house price growth may slow over the coming months".
| | by Filipe R Costa | Economics | 6 mins. to read
Here we are, finally, at a time when both the ECB and the FED are required to take important policy steps and are expected to diverge the most in years.
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"Thinking is one thing no one has ever been able to tax."
Charles Kettering
| | | | MASTER INVESTOR VIDEO EXCLUSIVE | | |
The end of globalisation - we reveal the winners and losers - Good morning Vietnam - Wake up to the next emerging markets star
- Small companies, big deals - the small caps punching above their weights
- Neil Woodford - The secrets of Britain's best-known fund manager
- Trumpanomics - What does it mean for your portfolio?
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