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 [...]
I had a few questions about how the numbers from Reneweconomy earlier this week showing [...]
Given the events of the last week, it feels like performance for January is largely [...]
In June 2007, two relatively obscure Bear Stearns mortgage funds closed. With the benefit of [...]
With markets in free fall over the past two days, the question for investors is [...]
Some Coalition in-fighting on electric cars and a new electric “Black Cab” in London caught [...]
Good news: Stock selection continues to support performance with our international portfolio outperforming a falling [...]
I wanted to follow up on Jeremy Grantham’s comments from yesterday and run through some [...]
The International Monetary Fund (IMF) put out a white paper Friday titled “Credit Booms—Is China [...]
Richard Bookstaber recently put out an interesting post on sectors that he thought had problems [...]
A few companies have come out recently talking about the effect of Trump tax cuts [...]
One of our core investment themes is that international stocks are the best asset class [...]
Ethical investing is frankly confusing. There are plenty of good products, but also a number [...]
We have a number of Automobile and Auto Component stocks in our portfolio and September [...]
During September the mix of the falling Australian dollar and increasing international equities saw all [...]
