In 2004 we built an Equity investment product – Apollo. On a daily basis it systematically values, analyses and advises on 8000 global companies; providing a unique insight into how stocks, sectors and markets are changing and where opportunities and risks are emerging. Follow those thoughts and idea here at On Balance…
Latest Blog Posts
Weather report June 2026
With the arrival of H2 we take a look at the weather report from the end of H1 and at the prospects for the summer…
The (cyber security) Empire strikes back
Remember the Citrini piece of ‘scenario analysis’ that went viral on social media on Sunday 22 February and hammered share prices of global software and…
WELL. WELL
On May 29 we posted a comment on BP – ‘it’s a gusher’ and what you would have seen (and can see if you take…
LVMH – Back in Fashion.
Over the past few months we’ve followed the LVMH (share price) story through the eyes of Apollo. We picked the story up originally following the…
And when he was only half way up he was neither up nor down (The Grand Old Duke of York.)
The rally in NASDAQ since March 30 has been impressive. The rally in AI, Space and Semi conductor stocks has been ‘extraordinary.’ MAG7 stocks have…
And he marched them up to the top of the hill and he ….
The rally in NASDAQ since March 30 has been impressive. The rally in AI, Space and Semi conductor stocks has been ‘extraordinary.’ MAG7 stocks have…