by John O'Connell | May 24, 2022 | Big Picture, Blogs, Canada, E-Commerce, Investing, Stocks, Top Ideas, United States
Recently people have been worried about a recession and how high mortgage rates and inflation may kill consumer spending and this will hurt Home Depot which boomed during COVID-19. The concerns about the retailing industry were made worse recently when Walmart and...
by John O'Connell | May 23, 2022 | Big Picture, Blogs, E-Commerce, Investing, Stocks, Technology, Top Ideas
Recent headlines have some fretting about Amazon downsizing its warehouse space. The implication being that business is falling and the prospects are poor for the company. This is erroneous and shallow reporting. Amazon may be putting about 10 million square feet of...
by John O'Connell | May 23, 2022 | Big Picture, Blogs, Financial Planning, Investing, Stocks, Top Ideas
McDonald’s exit from Russia costs it about nine per cent of its revenues and about three per cent of its profits, so it’s no big deal. The mega chain will maintain its trademarks in Russia leaving room for re-entry at some point, but will immediately...
by John O'Connell | Feb 22, 2022 | Big Picture, Blogs, Financial Planning, Investing, Media, Stocks
Recently, I was reading an article written by a professor of finance who had done a detailed study of “How Novelty and Narratives Drive the Stock Market: Black Swans, Animal Spirits and Scapegoats”. Behavioural finance is all the rage these days. It’s interesting...
by John O'Connell | Dec 20, 2021 | Big Picture, Blogs, Canada, Financial Planning, Investing, Media, Stocks, United States
Bloomberg headline: Two Years of Market Swagger Go Missing in a Week of Stock Upheaval Recently, gloomy headlines have taken to note that stocks have moved in larger ranges than has been accustomed these past months. Not surprising really. When we get comfortable,...
