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 [...]
Final look at election odds before the election: There have been some improvements for the [...]
Quick update to election odds from earlier this week after the final leadership debate: Both [...]
Global equities finished the month with the best quarterly performance since 3Q 2010. Of more [...]
There have been a number of commentators who have made the point that we have [...]
We have long been of the view that the Reserve Bank is misdiagnosing the economic [...]
From SuperRatings last week Lonsec has sustainable (AKA ethical or ESG) super funds charging high [...]
From Bloomberg: Australia’s best-performing superannuation fund is going against the grain by avoiding cash and [...]
Chant West has the latest performance stats: Super funds have kept up their strong start [...]
Stock markets continued to rally in February to recover most of the losses from late [...]
The RBA was out last night discussing climate change and posted the following chart of [...]
The Wall Street Journal was out yesterday with a comment expressing optimism on 2020 earnings [...]
Modern Monetary Theory or MMT seems to be being discussed everywhere lately, and a number [...]
Quick shout out to AQR (a large US quantitative manager) who have a post out [...]
For years, the RBA has argued that an economic recovery is “just around the corner” [...]
Stock markets continued to rally in January and the start of February to recover most [...]
