The next move now I think is to the upside. |
The punter has been outperforming, but there was only so long that was likely to last. At the end of the day, the house always wins. |
There are a huge number of investors who would want a Premier League football club. It would be a classic trophy asset if they've already got a Rolls-Royce and a yacht - for status it doesn't get bigger. |
There has been an awful lot of talk and an awful lot of speculation but this is the first time that one of the suitors has been prepared to put hard cash down and put its money where its mouth is. This could help bring this long-running saga to an end and it certainly puts the Nasdaq in pole position. |
They are reducing capacity, so that could be good news for some European companies and pretty much in line with our models. |
Time and time again BA is being held hostage by unions. BA needs desperately to work on its human resources and management between unions. |
We are still very cautious on leisure and airline stocks. For British Airways the transatlantic route represents about 40 percent of revenue, they still have more room to fall but Lufthansa has made good progress in cutting costs. |
We could have a Gulf War scenario, and that's going to drive the markets lower, I'm afraid. |
We're excited about banks, ... This is very much a consolidation story. The government has told Lloyds TSB it cannot increase market share in the UK through consolidation. It now needs to look to Europe. |
We're excited about banks. This is very much a consolidation story. The government has told Lloyds TSB it cannot increase market share in the UK through consolidation. It now needs to look to Europe. |
When you get to this level of wealth, business becomes a game or a challenge, |
You'd expect most companies to be fully optimistic about what the World Cup has to offer for them and indicate that there's a big opportunity there. |