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 [...]
The biggest risk to the thoughts I have presented on energy costs are the assumptions [...]
Last week we got an update from the US EIA on the growing differential between [...]
Quick chart from the Wall Street Journal / BMI overnight asking the question: Are energy [...]
Bloomberg ran a story this week about conflicts of interest in the robo-advice world with [...]
There are a few studies that show that the richer you are the better your [...]
The US missile strikes in Syria today create a considerable investment issue. On the bullish [...]
There have been a bunch of articles out in the last week about the rise [...]
Asset manager GMO / James Montier hit on a lot of the themes near to [...]
No market goes up in a straight line, and so the US stock market was [...]
Yesterday we had a long look at solar and battery power and how they affect [...]
Fossil fuels have a limited time as viable sources of energy. And I’m not talking [...]
Fund results out today from S&P are not good for active fund managers: [...]
Snapchat is listing shortly, probably early March. It’s a unicorn, a start-up with a valuation [...]
Last week I ran through the big long-term (20-40 year) economic trends (click here for [...]
For the last six years, I have had a relatively consistent view on Australian asset allocation. [...]