Instead of examining Black Friday “bargains” the market’s focus has turned to a new Covid 19 strain emerging from Southern Africa. Airline stocks have
Read MoreThe Germany lockdown is coming. Cabinet ministers have today agreed on a law to allow the Federal Government to intervene in areas where Covid-19 infections exceed 100 per every 10,000 inhabitants over a 7 day period (Incidence Rate). Please see the link to the map. This is the case
Read MoreWhile we are building an all-new, simpler model of Takko, we continue to monitor the situation in Berlin.
The pandemic is highlighting the limits of Germany’s consensus-based federal system -
Read MoreEngland’s new national holiday will be placed on the 17th of May - the day pubs re-opened. Incidentally, that is also the earliest date from which foreign holidays may be allowed. Meanwhile, the EU are unlikely to be much faster.
Oh, we always knew that:
Read MoreClearly the market has traded up significantly, and there is a good risk that buying some of the names that have recently traded up from deep distressed levels leaves us
Read MoreWith quarantines on international travellers likely remaining in place even as national lock-downs could possibly begin easing from
Read MoreReading the news of Merkel’s push for 14 days inbound quarantine made me realise this morning that despite predicting it, I had somehow still held hopes that this scenario was going to be avoidable.
Read MoreBelow is an account of each of the names we follow and have begun work on in the context of Covid19 and Oil prices. Several names stand out as having become either uninvestible or outright attractive - already now.
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