Bruce Packard

Bi-Weekly Market Commentary | 21/01/2026 | CKN, EYE, CTG | Natural Gas snaps back - ShareScope Articles Bruce takes a look at the causes of volatility in the natural gas price, and what this might signal for equity markets.  Companies covered CKN, EYE, CTG.

knowledge.sharescope.co.uk/2026/01/21/b... a look at the causes of volatility in the natural gas price, and what this might signal for equity markets. Companies covered #CKN, #EYE, #CTG.

Bi-Weekly Market Commentary | 26/11/2025 | JMAT, CML, SAA, SFOR | The outlook for Government Debt - ShareScope Articles Bruce takes a look at how liquidity trends in international government bond markets might be spilling over to equities markets.  Companies covered: JMAT, CML,

knowledge.sharescope.co.uk/2025/11/26/b... #JMAT #CML #SAA #SFOR

Black Friday offer for Sharescope. New and returning subscribers 30% OFF ANNUAL SUBSCRIPTIONS for ShareScope. www.sharescope.co.uk/sharescope.jsp sign up then add my special code bpbf25 into the blue promo code box on the basket view screen before you check out. Offer ends Sun 7th Dec.

YouTube video by Bloomberg Podcasts Former MI6 Chief Richard Moore on China, Putin and Spycraft | The Mishal Husain Show

Careful now. I think she has some connection with MI6 www.youtube.com/watch?v=mwce...

Bi-Weekly Market Commentary | 12/11/2025 | DGE, CWR and SOLI | Post Presentation Performance - ShareScope Articles Bruce Packard reviews how past Mello London presenters have performed, revealing funds outpacing most small-cap companies. He also analyses updates from

My latest for Sharescope knowledge.sharescope.co.uk/2025/11/12/b... #DGE sales struggling in China, #CWR hydrogen finally coming good? And #SOLI finding a floor

YouTube video by Bloomberg Podcasts 'A Healthy Correction' | Bob Diamond Shares Thoughts On $1.6 Trillion Selloff

I notice "healthy correction" is EXACTLY the phrase Bobby D just used youtu.be/erji0qig8EU?... TIN HAT TIME!!!!

So it went from: "who cares about low quality over priced IPOs that never had any hope of making profits"
to:
"Oh. Ah. Debt defaults in airlines and telcos. Fraud. Are life insurers bust? Corporate pension return assumptions are way too optimistic. World is ending. But let's invade Iraq anyway."

My charts don't go back that far. But I think the Nasdaq peaked 6 months before the FTSE? People thought there was a "healthy correction", late 2000/early 2001... but then Sept 11 happened and Enron and the other TMTs turned out to be a fraud. Frank Quatrone investigated for CSFB emails etc

Jeremy Bishop (@jeremybishop) | Unsplash Photo Community See 1,039 of the best free to download photos, images, and wallpapers by Jeremy Bishop on Unsplash.

Photo credit Jeremy Bishop unsplash.com/@jeremybishop

knowledge.sharescope.co.uk/2025/10/15/b... companies covered #DIA, #IHC & #TSTL Riding the wave across the pond, and mixing my metaphors with US bubbles versus UK outflows

Three poor deals for trust investors Small shareholders need protection in related-party deals, says Bruce Packard

moneyweek.com/investments/... #OCN #HAN

When buying bank stocks, think small for the best value Bankers love to build bloated global empires, but that rarely rewards their investors, says Bruce Packard

moneyweek.com/investments/... #BGEO #TBCG

At least you're not "cautiously optimistic" - a phrase that became the equivalent of "strong balance sheet" in 2007/8.

Mapped: Renewable Electricity’s Share Across Europe Albania and Norway generate nearly 100% of their electricity from renewables, while the EU average is around 42%.

See also, this map from www.visualcapitalist.com/mapped-renew... Renewable energy share across Europe

With Natural Gas down -20% YTD, renewable energy sources could be replacing demand for fossil fuels, reducing risk of 70’s style stagflation. Companies covered PLUS, MHA and ZTF.https://knowledge.sharescope.co.uk/2025/08/20/bi-weekly-market-commentary-20-08-2025-plus-mha-ztf-a-look-at-energy-costs

knowledge.sharescope.co.uk/2025/08/06/b... A look at the valuations achieved by US-listed dog walking apps, Wag and Rover. Companies covered #STVG, #GRG, #CBG and #OCN.

I was at Iron Maiden playing live in Berlin and stood next to a father and his teenage son.

Not quite "Bring your daughter to the slaughter"

...but almost

When to buy shares in NatWest, Britain's worst bank Rising interest rates should lift profits for the banking sector if inflation doesn’t get out of control, says Bruce Packard.

UK banks have had a strong 18 months AND it is the lowest quality banks, #MTRO +240% and #NWG +138% that have performed best. You read it here first in 2022: moneyweek.com/investments/...

Filtronic: a UK success story cashing in on the space race Filtronic has become an all-too-rare Aim success story since it moved down to the junior market

#FTC Bored of reading all the doom and gloom about the UK and #AIM stocks? Here's an AIM listed UK tech success story! moneyweek.com/investments/...

Bi-Weekly Market Commentary | 23/07/2025 | DOCS, BKS, CRL | Gilts to crowd out UK mortgages? - ShareScope Articles The FTSE 100 rose to just above 9,000, up +0.8% in the last 5 trading days. The Nasdaq 100 was up +1.4% while the S&P 500 was up +0.6% over the same time

knowledge.sharescope.co.uk/2025/07/23/b... Companies covered #DOCS, #BKS, #CRL

An Israeli family office (possibly Mirilashvili?) wanted to commit the final $2 million to his $100m seed round...

... for a chap whose parents are from Iran.

The Man With the Hot Hand The dizzying rise, brief fall, and white-hot resurgence of Abstract’s 34-year-old Founder, Ramtin Naimi

joincolossus.com/article/ramt... "Marc Andreessen, Chris Dixon, David Sacks, Keith Rabois, Michael Ovitz, Kevin Hartz, Bill Ackman, Stanley Druckenmiller, and Kevin Warsh bought 20% of his management company, for $10m" Blimey.

Revisiting some chat transcripts after Tom Hayes’ exoneration What are the lessons of the Libor scandal?

It's up! A delicately and subtly lawyered review of whether or not there was something kind of scuffed going on in LIBOR rates trading.
www.ft.com/content/9a72...

We could cancel all weekends and public holidays - which would be "good for the economy" and terrible for actual people.

Bi-Weekly Market Commentary | 09/07/2025 | MANO, AOM | Are we asking the right questions about LLMs? - ShareScope Articles How confident can we be that the tech companies spending hundreds of billions of capex on LLM will generate adequate returns? Companies covered MANO and AOM.

knowledge.sharescope.co.uk/2025/07/09/b...

When I started work in equity research, I had to learn to think in UK bank balance sheet amounts, and that now helps me visualise orders of magnitude.

London’s low-traffic zones ‘cut deaths and injuries by more than a third’ Exclusive: Study also finds no change in number of casualties on roads just outside low-traffic neighbourhoods

NEW: Big study of low-traffic neighbourhoods in London suggest they cut road injuries and deaths by more than a third within their boundaries with no apparent negative safety effect on nearby roads. This feels a *major* boost for proponents of such schemes.

www.theguardian.com/world/2025/j...

Funnily enough, Gary Lineker sent his son to Charterhouse. Despite having some excellent teachers who managed to get me into Durham, young George Lineker failed to get into university. www.dailymail.co.uk/tvshowbiz/ar...

This already happened in finance 20 years ago.

Algo's beat human traders, but then algo's had to compete against other algo's.

We're now just seeing the same tech applied to job hunting and dating websites.

Purity and Danger: An Analysis of Concepts of Pollution and Taboo (Routledge Classics) Buy Purity and Danger: An Analysis of Concepts of Pollution and Taboo (Routledge Classics) 1 by Douglas, Mary (ISBN: 9780415289955) from Amazon's Book Store. Everyday low prices and free delivery on eligible orders.

Aha - I should have guessed that you are a fan of Mary Douglas' Cultural Theory of Risk amzn.eu/d/8QlPSfI