Market Thinking

making sense of the narrative

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Tag: Softbank

Stranded in Rockpools

In the Monthly Market Thinking, we focused on the rapidly retreating market liquidity and repeated Warren Buffet’s quote about seeing who is left swimming naked. A variation on that might be to consider some of the bigger ‘fish’ in the Read more…


No Profit, No Bid

The retreat of leveraged retail from Equity markets is leaving a lot of ‘concept stocks’ friendless, (no profit, no bid as Bob Marley almost said) but this looks to us more like 1987 than 2000, despite the noise and nonsense Read more…


Fools and their Money

With all the excitement of Covid, US Elections, Robinhood traders and now Bond Markets, it’s been easy to forget our friends over at SoftBank, the company that thinks it’s a bank, or a hedge fund or a Venture Capitalist. Or Read more…


It’s only a rort if you’re not in it

The options expiry on Friday was closely watched thanks to the fun and games in the Gamma markets initiated by Softbank in July and August but was fortunately not too disruptive. A quick recap; by buying a basket of underlying Read more…


Fear, then Greed, then Fear again

The discovery late last week that the leopards don’t change their spots and that the former derivatives traders from Deutsche Bank who had reinvented themselves at genius tech venture capitalists at the VisionFund of Sotfbank had been up to their Read more…


SoftBank? Again?

In market terminology a ‘Whale’ is a big fish that dominates markets for a while. Initially nobody knows who they are or exactly what they are doing, but instead observes the unusual behaviour of certain markets. It can be FX, Read more…


(Really) Won’t Work

A few days away meant a bit slow in the update on Won’t Work, but news that Adam Neuman has stepped down as CEO yesterday and that he had extracted over $700m in share sales and loans before the (now Read more…