Webinars
This week we also scoot around the world at sector and country valuations. Where looks [...]
Articles
Are we headed for Tech Boom 2.0? There are considerable parallels between the tech boom [...]
Performance
In May, the AI stocks continued to lead the charge, pushing stock markets higher. Our [...]
The Reserve Bank of Australia has held rates again and hasn’t added a hawkish bias [...]
It’s amazing how two economists can see the macroeconomy so differently. Judo Bank chief economist [...]
A frequent focus point for the media is whether a company “beat” its earnings [...]
Via The Australian: Industry super fund Hostplus is taking a contrarian view on the market [...]
Correlation doesn’t equal causation. But sometimes it does. I would like to know whether the [...]
Vested interests are everywhere, chipping away at the moral fibre of politicians, tilting taxes in [...]
I belatedly found this slide deck from a GMO presentation from earlier in the year [...]
Good breakdown by Credit Suisse (via the Wall Street Journal) on where the US earnings [...]
The shoe is on the other foot for a change with a Chinese company (recently [...]
June continued to see positive returns across our portfolios, our Australian fund was up 2.3%, [...]
May continued to see positive returns across our portfolios, our Australian fund was up 2% [...]
April saw markets bounce back from a poor March, and our portfolios saw healthy gains [...]
Financial planning has long had two major problems, and the intersection of the two problems [...]
Yesterday’s Royal Commission had all the elements for some great headlines: a celebrity taken down, a $500,000 stuff [...]
March was a shocker for the ASX with the ASX200 down over 4%. Investors in [...]
There are so many issues coming out of the Royal Commission into banking that its [...]
David Harrington from IAG channels Upton Sinclair: “It is difficult to get a man to [...]