Articles

Graphical representation of Australian GDP or Gross Domestic Product
GDP Hotspots
Every quarter I like to look at the changes in Australian GDP and which categories are responsible for the growth
Read more.
Private Capital Expenditure
Private sector capex: Not riding to the rescue
Far from riding to the economy's rescue, the private sector seems to be hunkering down, not spending on capex. There
Read more.
Big inflows into ethical funds
The problem with traditional ethical funds
Ethical investment inflows have doubled in 2019. But, the Wall Street Journal highlights a problem near to my heart: ethical
Read more.
How to manipulate a discounted cashflow valuation
Investment Banker Wannabes: How to manipulate a Valuation
This is a message for those who want to avoid being ripped off by aspire to be investment bankers. One dirty secret
Read more.
Australian Credit Growth at 50 year lows
Update: The One Australian Economic Question that Matters
I’ve written a few times recently about the imbalances in the Australian economy and how messed up the Australian housing
Read more.
Australian Competitiveness
Australia sinks further in the global competitiveness rankings
The World Economic Forum just posted its most recent Global Competitiveness index. I don’t agree with some of the underlying
Read more.