UK (January)

ABDs with Company Mapping

TearSheets:

US (January)

ABDs with Company Mapping

TearSheets

German (December)

ABDs with Company Mapping

TearSheets

 

Some Recent ‘Take Notes’

UK

Take Note 1: Some unpalatable food for UK thought into 2025?

Take Note 2: Why we can see the UK economy very differently if we dig into its detail

Take Note 3: How retail closed ’24 – To be poorly received when soon to be revealed

Take Note 4: Legal, software, data hosting & scientific services, a good earnings time for some IT seems

Take Note 5: A relaxed look at how various of the UK’s recreational service sectors, are performing

Take Note 6: IF Security & protection services are UP, is it safe to claim the economy is coming down?

Take Note 7: A very pet friendly piece

Take Note 8: A wholesale recession argument that happens to contain holes?

Take Note 9: A very UK private sector health check

Take Note 10: Rocketing Science

Take Note 11: Some food for thought on the VERY VARIED earnings FORTUNES, of UK listed food producers

Take Note 12: Makers of Auto Parts: Crash Bang Wallop

US:

Take Note 1: Consumer staples diverging trading fortunes

January 2025: Latest US Economy commentary

German:

Take Note 1: German-based capex industrials under severe pressure with few but notable exceptions

Take Note 2: Consumer Staples

Take Note 3: Commodities

Take Note 4: Industrials & Consumer Cyclicals

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