Louise Cooper Finance economics markets retail business
 

Finance

Budgetary musings…

 

Wednesday, March 8th, 2017

Hammond’s budget didn’t contain many changes and those that it did contain were pre-announced.  The Adam Smith Institute called it the “dullest budget in recent history”.  Harsh, but fair although bizarrely dull should not be an insult when it comes to Chancellors […]

Warren Buffett and I think the same…. Bogle our hero…

 

Sunday, February 26th, 2017

This year’s annual Berkshire Hathaway letter from Warren Buffett published this weekend included the following comment about John Bogle, founder of Vanguard: “If a statue is ever erected to honor the person who has done the most for American investors, […]

RBS – still going in the wrong direction…

 

Friday, February 24th, 2017

“We are no longer a bank with global aspirations” This is a bank all about downsizing. RBS: still in losses still wiping out capital 10 pages of clean up costs and risks from past misbehaviour (more than HSBC which is 2-3 […]

Lloyds – generating capital and returning to the glory days..

 

Wednesday, February 22nd, 2017

Lloyds was always a well managed bank until it bought the disaster that was HBOS.  Well today’s 2016 full year results show signs of that well managed bank returning.  And the quality is apparent in many financial measures: Loan to value on Lloyds mortgage book […]

Maybe its time to be bullish??

 

Thursday, February 2nd, 2017

Sterling fell throughout Carney’s speech, down 0.8% against $ and down 1.2% against Euro. So the currency markets viewed what he said as dovish – that rate increases are less likely. But the bond market was more unsure with the with 10 year gilt yield barely […]

With Booker, Tesco get a prize..

 

Friday, January 27th, 2017

Tesco has chosen vertical integration with the “merger” with Booker. Sainsbury’s choose horizontal diversification buying Argos Both deals show the continuing difficulties of the food retail business. Both strategies are worthy, although if you are committed to food retail, I […]

Another To Do List for our Prime Minister

 

Monday, January 23rd, 2017

12 Point Brexit plan 10 Pillars Industrial Strategy I’d love to see her To Do – I best its not on the back of a used envelope. Prime Minster May is promising a “public consultation” on what is needed for the economy […]

John Browett, CEO of Dunelm

 

Monday, January 23rd, 2017

Since the Brexit referendum shoppers have been warned about the rising price of Marmite, Mr Kipling cakes and shoes from Next. Now it looks like pillows and duvets. John Browett, chief executive at Dunelm – one of the UK’s biggest […]

Radio 4 In Business – NHS and Productivity

 

Monday, January 23rd, 2017

The NHS is facing a sustained squeeze. An ageing population, the rising cost of new treatments and increasing patient demand on the one hand, and the impact of continued austerity on the other. What can it do? One answer might […]

Interview with Sir William Sargent CEO of Framestore-Oscar winning Visual Effects firm

 

Monday, January 23rd, 2017

When the British special effects group Framestore was sold to the Chinese in November, the £150million deal was met with dismay by some critics.  The company – which produced visual effects for Fantastic Beasts And Where To Find Them – […]

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