“Big Short” Investor Goes Short… But Not on Housing

45 days after the end of every quarter – Wall Street’s top fund managers are required to report their most recent holdings. These filings are known as 13Fs – and they reveal a lot about where the ‘smart’ money is going. Whilst there was nothing too out of the ordinary – a particular trade from Big Short investor – Michael Burry – caught my eye. He took a $1.6B short bet against the SPY and QQQ (in aggregate) using Put Options. Let’s explore why he could have made that bet…. and he’s not alone

Apple: An Incredible Business – But Don’t Overpay

This week the final two mega-cap tech names reported Q2 earnings. Amazon handily exceeded what were very low expectations. AWS (Cloud) sales rose 12% year over year – much better than feared – given the soft results reported from Microsoft’s Azure. This sent the Cloud and eCommerce giant higher by ~11% . On the other hand, investors had a very different reaction to Apple’s earnings. The iPhone maker’s results were mostly inline. But “inline” is not good enough when it’s trading ~30x to 31x forward earnings. So what is the right multiple to pay for Apple? And can it reignite growth looking ahead?

S&P 500 Meets Resistance

There’s a few good reasons to be bullish: (i) Q1 earnings were better than feared; (ii) Bank deposits have stabilized; (iii) Inflation is slowly (but surely) working its way down; (iv) The Fed is closer to its terminal rate; and (v) We’re yet to see any major deterioration in credit. All of those are positives for risk assets. However, stocks have run a long way fast and are due to take a pause. I think that’s what we will see…

Winners & Losers Post Big Tech Earnings

What did we learn from big-tech earnings this week? In short, their earnings were “better than feared”. However, they were far from stellar. The ‘best of the best’ could only muster single digit growth (Google was negative). The Search giant also disappointed on expense management. Amazon offered very soft guidance – with AWS growth expected to fall to deliver only 11% growth next quarter. That’s a long way from its 40% growth a year ago. In summary, the challenges are not over for the sector – however investors are paying lofty premiums.

For a full list of posts from 2017…