London Isn't Dying — It's On Sale. Here's Where To Look
Woodford argues UK equities are deeply undervalued and the record M&A wave signals upside for London-listed stocks.
50 is a coin flip. Higher means a creator's past calls beat chance on the assets and periods they were made in; lower means they did worse.
A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.
yucky — below luck. Provisional — too few graded calls to mean much. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.
Most coveredUK equities / FTSE 4 →US Federal Reserve policy rate 1 →Micron Technology 1 →
Woodford argues UK equities are deeply undervalued and the record M&A wave signals upside for London-listed stocks.
Neil argues the Fed's September rate hike never arrives (no September hike).
Micron is included in Neil's AI picks-and-shovels thesis as a holding he favors.
The S&P 500 is dangerously concentrated in the AI trade — more so than investors realise — implying downside risk for index trackers.
Neil Woodford's medium-term view: the structural pull on oil is downward; Brent could trade well below $50 a barrel.
UK stocks could be the trade of the year as rate cuts and consumer spending inflect, driving domestic-facing UK equities higher.
The broken UK stock market has created a generational buying opportunity and the doom loop is ending.
UK shares may still be one of the most attractive opportunities globally and the gloomy consensus on the UK is wrong.
UK stocks are undervalued and current low valuations present a golden opportunity for long-term investors.
Nvidia, as an AI 'enabler', is a more resilient long-term growth investment than high-valuation AI plays like OpenAI.
Interest rates and bond yields are headed down.