Webinars
A stark divide has opened up between Australia and the rest of the world. Productivity [...]
Performance
In November, global markets boomed on the back of the Trump election, continuing into December [...]
Articles
Leith van Onselen Tuesday 17 December 2024 Treasurer Jim Chalmers says the federal government undertook [...]
Leith van Onselen Monday 16 December 2024 Last week, ABC’s Ian Verrender published an article on the “productivity [...]
Leith van Onselen Friday 13 December 2024 Financial markets have fully priced in dual interest rate cuts [...]
Given: (1) a spike in the AUD to over 80c vs the USD (2) an [...]
The bit I don’t get with the whole CBA money laundering through ATMs is why? [...]
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 [...]
