Articles
OK. Let me get this out of the way up front: Trump will declare victory [...]
Via Goldman’s useful Scott Rubner who sees risk on. 1. Largest macro ETF shorting since [...]
The bubble of a lifetime in CBA shows no signs of bursting at 26x growthless [...]
The first battle between bond vigilantes and King Trump has gone to the former. Members [...]
DXY is taking a breather. AUD is ripping into a short-squeeze. But it is wearing [...]
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 [...]
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November saw equity market returns surge on the back of US election result clarity and [...]
We were contacted by the SMSF Association about Tim’s recent “Self Managed or Self Mangled [...]
October saw domestic multi-asset portfolios achieve small gains with Australian equities the prime driver. International [...]
Economic cycle background Ray Dalio has a series of explanatory videos that talk about debt cycles and [...]
Note: This is part 1 of our performance report looking at Australian and International direct [...]
Investment markets have a host of both positive and negative factors fighting for supremacy. The [...]
September has historically been the worst month for the stock market, and this year was [...]
I have a working theory that the September quarter earnings (Q3) coming out over the [...]
