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 [...]
Most superannuation funds lost money in August on the back of the Australian stock market, [...]
With decent investment yields increasingly hard to find, it is important to avoid yield [...]
WeWork put its Initial Public Offering on ice this week as the company realised [...]
Some welcome news for LNG producers as the spike in the oil price flows [...]
First, I need to set the scene. I wrote recently about how messed up the [...]
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Farmers of seasonal crops are at the whims of the weather. Despite the work and [...]
July added another month of good performance to the share and bond market rallies that [...]
Putting a portfolio together sometimes feels like catching waves: you position the portfolio for a [...]
The rip higher in bond prices meant that our asset allocation portfolios outperformed the median [...]
The Australian housing market is crazy. Plenty of pundits are calling for the bottom [...]
Independent Investment Research recently released a report into our Tactical Growth fund and rated our [...]
We are closing in on two years of running client money and we have hit [...]
The big movement for the April was the pullback in bond prices following a stellar [...]
My day job is a mix of quantitative and fundamental investment analysis. What that essentially [...]
