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Financial Orbit

Global investment research and consultancy services to companies in the investment and finance sectors. Tuesday, 18 August 2015. Some macro thoughts today. Some brief macro thoughts today. Moody’s estimates -. 15% for Europe this year and next year? Sounds below trend to me (still):. Globally, Moody's cuts US GDP forecast to 2.4% for 2015 and sees China's growth declining to 6% in following years. Wonderfully lampooned below:. Protesting too much in my view. Technical but feels important. New home prices...

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Financial Orbit | financialorbit.blogspot.com Reviews
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Global investment research and consultancy services to companies in the investment and finance sectors. Tuesday, 18 August 2015. Some macro thoughts today. Some brief macro thoughts today. Moody’s estimates -. 15% for Europe this year and next year? Sounds below trend to me (still):. Globally, Moody's cuts US GDP forecast to 2.4% for 2015 and sees China's growth declining to 6% in following years. Wonderfully lampooned below:. Protesting too much in my view. Technical but feels important. New home prices...
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1 financial orbit
2 pages
3 about financial orbit
4 financial orbit speaks
5 performance
6 the wrap
7 financial orbit presents
8 h/t ransquawk
9 greece/germany
10 link here
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Financial Orbit | financialorbit.blogspot.com Reviews

https://financialorbit.blogspot.com

Global investment research and consultancy services to companies in the investment and finance sectors. Tuesday, 18 August 2015. Some macro thoughts today. Some brief macro thoughts today. Moody’s estimates -. 15% for Europe this year and next year? Sounds below trend to me (still):. Globally, Moody's cuts US GDP forecast to 2.4% for 2015 and sees China's growth declining to 6% in following years. Wonderfully lampooned below:. Protesting too much in my view. Technical but feels important. New home prices...

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financialorbit.blogspot.com financialorbit.blogspot.com
1

Financial Orbit: Some macro thoughts today

http://www.financialorbit.blogspot.com/2015/08/some-macro-thoughts-today_18.html

Global investment research and consultancy services. Tuesday, 18 August 2015. Some macro thoughts today. Some brief macro thoughts today. Moody’s estimates -. 15% for Europe this year and next year? Sounds below trend to me (still):. Globally, Moody's cuts US GDP forecast to 2.4% for 2015 and sees China's growth declining to 6% in following years. Wonderfully lampooned below:. Protesting too much in my view. Technical but feels important. New home prices in 70 Chinese cities fell by an average 3.7% i...

2

Financial Orbit: Stories we should be thinking about

http://www.financialorbit.blogspot.com/2015/08/stories-we-should-be-thinking-about_9.html

Global investment research and consultancy services. Sunday, 9 August 2015. Stories we should be thinking about. A few finance and related stories we need to be thinking about before Monday morning:. Going to be a busy week in Greece. Stop press: now talk of substantial agreement, although not all believe it will be successful - link here. Have been cautioned by the IMF about their debt sustainability (link here. Paywall). Very akin to the Friday story I linked to here. With this worrying chart:. Highlig...

3

Financial Orbit: Stories we should be thinking about

http://www.financialorbit.blogspot.com/2015/07/stories-we-should-be-thinking-about_26.html

Global investment research and consultancy services. Sunday, 26 July 2015. Stories we should be thinking about. A few finance and related stories we need to be thinking about before Monday morning:. Talks between Greece and its international creditors. Over a new bailout package will be delayed by a couple of days because of organizational issues, a finance ministry official said on Saturday'. Not the first delay to do with Greece.am sure it does not mean anything(! I like this on the emerging markets.

4

Financial Orbit: Financial Orbit Stocks

http://www.financialorbit.blogspot.com/p/what-to-expect.html

Global investment research and consultancy services. Core and mainstream global direct equities of interest. Take a free 7 day trial if you have not received this publication before. Sign up for a free trial. There are many ways to talk about direct investments. For me it is imperative to review for news on a daily basis. Such insights may not materially change your view but it adds to your knowledge and allows you to make even more informed decisions in the future. The aim of Financial Orbit Stocks.

5

Financial Orbit: Estee Lauder - tough to get timing right but still a short

http://www.financialorbit.blogspot.com/2015/08/estee-lauder-tough-to-get-timing-right.html

Global investment research and consultancy services. Monday, 17 August 2015. Estee Lauder - tough to get timing right but still a short. The last time I wrote on Estee Lauder. Was around eighteen months ago where I concluded:. So assuming a 'greater fool' is not going to bid for them, Estee Lauder remains for me a company that provides useful short-side protection in times of strife.'. Wellthat was not too successful a call.as the share price chart for the last couple of years shows:. And specific sub br...

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An Eighth Wonder Investing Journey: Documentaries

http://eighthwonderinvesting.blogspot.com/p/documentari.html

An Eighth Wonder Investing Journey. Quants: Alchemists of Wall Street. One of the best documentaries reflecting the 2008 financial crisis. The movie is directed by Charles Ferguson and he described the movie during as being about "the systemic corruption of the United States by the financial services industry and the consequences of that systemic corruption". The film is narrated by Matt Damon, which has a harmonic voice and really get you interested and excited about the worlds economy. The Tax Free Tour.

eighthwonderinvesting.blogspot.com eighthwonderinvesting.blogspot.com

An Eighth Wonder Investing Journey: Thoughts About Settling Down

http://eighthwonderinvesting.blogspot.com/2015/02/thoughts-about-settling-down.html

An Eighth Wonder Investing Journey. Tisdag 24 februari 2015. Thoughts About Settling Down. Today I asked myself that question, what would I really do with more money or if I were financial independent? The question is really hard to get and very vague. The definition I have for more money. Let's start with financial independence, which differs a lot between people. When are you really financial independent? Another definition comes from a survey done 2013 by Capital One 360. Let's bring up a scenario.

eighthwonderinvesting.blogspot.com eighthwonderinvesting.blogspot.com

An Eighth Wonder Investing Journey: Literature

http://eighthwonderinvesting.blogspot.com/p/litterature.html

An Eighth Wonder Investing Journey. Prenumerera på: Inlägg (Atom). I am a 25 year old guy, highly interested in stocks and financial independence, newly graduated from the university with degree's in accounting and finance and are now doing an international graduate position at a Fortune 500 company. First working day of 2016. November 2016 Goals and Financial Updates. Recent Buy – BNS, GSK, HCN. Stories we should be thinking about. Dividend Income Update November 2016. Weekly Roundup - December 3, 2016.

eighthwonderinvesting.blogspot.com eighthwonderinvesting.blogspot.com

An Eighth Wonder Investing Journey: Summary of January

http://eighthwonderinvesting.blogspot.com/2015/02/summary-of-january.html

An Eighth Wonder Investing Journey. Tisdag 3 februari 2015. Time for the summary of the first month in 2015. Must say that it has been a great month, a lot of action, but great. Let's start with the first thing, I actually sold ( it doesn’t happen often. Next buy will be Vardia Insurance if their sales numbers for January are in line with my forecast. The portfolio had a great performance the last month and are up to today had an increase of 12.12% this year with a total value at 239 703 SEK (approx&...

eighthwonderinvesting.blogspot.com eighthwonderinvesting.blogspot.com

An Eighth Wonder Investing Journey: september 2014

http://eighthwonderinvesting.blogspot.com/2014_09_01_archive.html

An Eighth Wonder Investing Journey. Söndag 28 september 2014. Companies for my portfolio. The time has come when even I will start a blog. The reason why I do it is plain and simple, I will start a journey and wants to have the journey on paper when it's done. As the title says will I try to explain for you which kind of companies I will have in my portfolio and also the reason why I think these companies will beat the market in the long run. Company B are a company that producing a sort of bread with a ...

eighthwonderinvesting.blogspot.com eighthwonderinvesting.blogspot.com

An Eighth Wonder Investing Journey: februari 2015

http://eighthwonderinvesting.blogspot.com/2015_02_01_archive.html

An Eighth Wonder Investing Journey. Torsdag 26 februari 2015. Vardia Insurance Cooking The Books? Expected to announce their Q4 today, but instead they gave the market the message that the financials for Q4 will be announced tomorrow. On the top of this they also halted the trading in the stock until the release of the results. The comment Aleksander Nordahl IR-responsible at Vardia stated during the day that this were the case, with the vague explanation:. Formalia. Could be some sort of error in th...

eighthwonderinvesting.blogspot.com eighthwonderinvesting.blogspot.com

An Eighth Wonder Investing Journey: Portfolio and Transactions

http://eighthwonderinvesting.blogspot.com/p/portfolio-and.html

An Eighth Wonder Investing Journey. I am at the moment invested in 4 companies. My portfolio and the changes will be updated once a month. All values in the portfolio summary will be denoted in SEK, total value of portfolio and changes will be denoted in SEK and EUR. 2014/12/30 - Dividend Tesco 165.3 SEK. 2014/12/17 - BUY Vardia Insurance Group - 1000 shares - 26 911 SEK. 2014/12/17 - BUY Protector Forsikring - 720 shares - 24 820 SEK. 2014/12/16 - Dividend MCD 521.34 SEK. 2014/12/09 - SELL MCD 54 810 SEK.

eighthwonderinvesting.blogspot.com eighthwonderinvesting.blogspot.com

An Eighth Wonder Investing Journey: Vardia Insurance Cooking The Books?

http://eighthwonderinvesting.blogspot.com/2015/02/vardia-insurance-cooking-books.html

An Eighth Wonder Investing Journey. Torsdag 26 februari 2015. Vardia Insurance Cooking The Books? Expected to announce their Q4 today, but instead they gave the market the message that the financials for Q4 will be announced tomorrow. On the top of this they also halted the trading in the stock until the release of the results. The comment Aleksander Nordahl IR-responsible at Vardia stated during the day that this were the case, with the vague explanation:. Formalia. Could be some sort of error in th...

eighthwonderinvesting.blogspot.com eighthwonderinvesting.blogspot.com

An Eighth Wonder Investing Journey: Vardia Insurance - January Sales

http://eighthwonderinvesting.blogspot.com/2015/02/vardia-insurance-january-sales.html

An Eighth Wonder Investing Journey. Tisdag 10 februari 2015. Vardia Insurance - January Sales. Vardia Insurance continue and continue to deliver good growth and over my forecast sales also the month of January. As I said in on of my previous posts: What Could We Expect From Vardia In Sales 2015. My forecast were 89.3M NOK and sales came in today at 92.6M NOK compared to 79.5M NOK last year. Which is completly magnificent! On top of the sales figures Vardia has also got a really interesting customer, the ...

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Financial Orbit

Global investment research and consultancy services to companies in the investment and finance sectors. Tuesday, 18 August 2015. Some macro thoughts today. Some brief macro thoughts today. Moody’s estimates -. 15% for Europe this year and next year? Sounds below trend to me (still):. Globally, Moody's cuts US GDP forecast to 2.4% for 2015 and sees China's growth declining to 6% in following years. Wonderfully lampooned below:. Protesting too much in my view. Technical but feels important. New home prices...

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