Webinars
There was a big drop in tech stocks last night coupled with a number of [...]
After surviving an assassination attempt, Trump is leading most polls for the next president. [...]
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 [...]
US inflation came in around expectations. It is probably getting better, but there is still [...]
US inflation came in lower than expected yesterday. It is probably getting better, but I’ll [...]
Stock markets boomed again in November. Australian stocks were up 7%, International stocks also boomed, [...]
Stock markets boomed in October after being smashed in September. International stocks were up 7%, [...]
Over the weekend, China issued a sweeping directive to rescue its property sector. This was [...]
US inflation came in lower than expected overnight. Markets roared higher. It was a little [...]
Both Wood Mackenzie and S&P have released separate reports claiming a massive copper shortage. After [...]
In tightening cycles, central banks typically raise rates until something breaks. We have had a [...]
US inflation came in hot overnight. It is worth noting that while there are some [...]
Stock markets were smashed in September. The US market fell over 9%, but closer to [...]
August was a tale of two halves. Global markets rallied for the first half of [...]
After crashing lower in June, stock markets staged a comeback in July. The ASX rose [...]
At a headline level, Australian dividend yields look good. They paid out 4.5% last year, [...]
There are two things that matter in terms of choosing a weight to Australian stocks [...]
June was the month that what we have been saying since the start of the [...]