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 [...]
An ounce of prevention is worth a pound of cure. Coronavirus has shown this to [...]
Stock markets are almost as expensive as they have ever been on a range of [...]
May saw share markets extend their bounce in the face of worsening economic conditions. In [...]
There is a decent argument that stock markets have condensed an entire three-year cycle into [...]
Stock markets have dislocated from fundamentals. The economic fundamentals are almost as bad as they [...]
There are three main factors we look at when putting together an investment portfolio in [...]
What’s our medium to long-term outlook on Australian banks? We are not positive on Australian [...]
April saw a bounce back in share markets after one of the worst months ever [...]
Chant West finally released its returns for superannuation funds for last month. Our growth fund smashed the [...]
One of our most frequent investor questions is around our government bond holdings and the [...]
There is sometimes confusion about the returns available on property in a self-managed super fund [...]
A lot of people think a model and a forecast are the same thing. They [...]
March was one of the worst months ever for stock markets. As discussed in our [...]
Most superannuation funds, and especially industry funds have significant balances in unlisted assets. Many are [...]
I don’t think investment performance fees help. Actually, I suspect performance fees probably do more [...]
