Newgate Capital

A specialist investment manager focused on long short strategies.

[Newgate Capital @Newgatecap]

What the market is missing with Spark Infrastructure (SKI)

https://t.co/T9Ry8eFRh9

[Newgate Capital @Newgatecap]

The market is too focused on short term production problems and missing the bigger picture with Whitehaven Coal (WHC).

https://t.co/Dzs2YndbX2

[Tim Hannon @TimHannon00]

The bank rally will likely fade as reality unfolds. Bank earnings will continue to deteriorate as the real economy slows. Just look at motor vehicle sales, air travel, business confidence, retail sales, housing starts.

[Tim Hannon @TimHannon00]

The Royal Commission outcome looks tepid and certainly not as bad as feared. We would expect banks to enjoy a reasonable relief rally of 5-6%.

[Newgate Capital @Newgatecap]

https://t.co/1PXzAnUDHE

[Newgate Capital @Newgatecap]

Newgate Capital Research: 'Australia is heading for a housing-driven economic slowdown' https://t.co/DUKBhuZzrj

[Newgate Capital @Newgatecap]

https://t.co/D9DJjxgTN8

[Newgate Capital @Newgatecap]

Australian retail rents and labour costs substantially higher than UK.

[Guardian news @guardiannews]

85,000 jobs lost from Britain’s high streets as retailers feel the pinch https://t.co/r9biz9GAHh

[Stephen Koukoulas @TheKouk]

The decline in household wealth since the start of the year is now around $400 billion: More falls seem very likely.
Looks like a very tough end to the year for retailers

[Collab Fund @collabfund]

Only Good News … Is Actually Bad News

https://t.co/SP9zFKejFl

[Newgate Capital @Newgatecap]

Our long/short Newgate Real Estate and Infrastructure Fund is now available on MLC wrap.

[investingLive @investingLive_]

Iron ore prices aren't flashing any negative warning signs https://t.co/q9mnOXmdNg

[Newgate Capital @Newgatecap]

Rents under pressure as $2b in sales shift online https://t.co/yBnvK3Xm72 via @FinancialReview

[Newgate Capital @Newgatecap]

'Grandfathered commissions are dead'
https://t.co/pqX0yGQUO2 via @FinancialReview

[Jason Zweig @jasonzweigwsj]

“The First Totally Honest Stock Market Story”

https://t.co/df9UrXt0ny

[Newgate Capital @Newgatecap]

Delighted to be a finalist for 'Best Emerging Manager' at the upcoming 2018 Alternative Investment Awards. Not only does the event provide a good laugh, all proceeds go to charities including @Redkite @TranbyNIAET @NOROAU
https://t.co/enjAahrzKr

[Newgate Capital @Newgatecap]

'5 reasons housing prices to keep falling'

Our Australian resi piece @LivewireMarkets
https://t.co/EvG4J8526I

[Newgate Capital @Newgatecap]

*25% further downside for Telstra (TLS)?*

Our latest research note @LivewireMarkets https://t.co/1JxIulddLB

[Newgate Capital @Newgatecap]

Very happy to be in top 5 best managed funds for FY18 as per Australian Fund Monitors, who include early-stage managers in their analysis, not just those who have sought ratings from major research houses.

Newgate Absolute Return Fund: 41% for FY18

https://t.co/b0c3EOKzAb

[Michael Batnick @michaelbatnick]

The market cap of the top 5 S&P 500 companies:

$4,095,058,706,432

The market cap of the bottom 282 S&P 500 companies:

$4,092,769,755,136