Webinars
A stark divide has opened up between Australia and the rest of the world. Productivity [...]
Performance
In November, global markets boomed on the back of the Trump election, continuing into December [...]
Articles
Leith van Onselen Tuesday 17 December 2024 Treasurer Jim Chalmers says the federal government undertook [...]
Leith van Onselen Monday 16 December 2024 Last week, ABC’s Ian Verrender published an article on the “productivity [...]
Leith van Onselen Friday 13 December 2024 Financial markets have fully priced in dual interest rate cuts [...]
This is the final in our series of four posts on the contrarian view for [...]
This is the third in a series of four posts on the contrarian view for [...]
This is the second in a series of four posts I’m publishing on the contrarian [...]
Runaway inflation is the theme du jour. “Protect your portfolio from hyperinflation” scream headlines from [...]
April continued the March boom, with the US leading the way, buoyed by a swift [...]
Did you know that Baby Boomers are far more likely to excluded vices from their [...]
The Q1 2021 reporting season is in full swing in the US, Europe and Japan [...]
The stock market tends to be driven by narrative. For much of last year, the [...]
March was a month for value stocks to shine. Global markets boomed, up 5% and [...]
Over the last few months, there has been an increase in analysts calling a commodity [...]
After a short-squeeze distraction in January, February saw the attention back on fundamentals: corporate earnings, [...]
There are plenty of inflationistas who have been forecasting an apocalypse for a dozen years. [...]
While rising inflation expectations were a minor feature in January, in February markets reflected higher [...]
January saw equity markets take a breather after a strong rally into the end of [...]
There has been a lot written about the Gamestop saga in the last week. I [...]
