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 [...]
Chinese property is the largest asset class in the world. What happens there matters. And [...]
During the year to July, our Core Australian and Core International equity portfolios outperformed their [...]
How big can artificial intelligence be in the long term? In the longer term, the [...]
During the year to June, our Core Australian equity portfolio significantly outperformed the benchmark, ranking [...]
Jobs continue to defy naysayers There are a lot of signs that a recession is [...]
During May, our Australian equity portfolio significantly outperformed the benchmark, bolstered again by our defensive [...]
The US debt ceiling is a recurring distraction. I expect this time to be the [...]
In financial jargon, data types range between soft and hard. Soft data consists of surveys [...]
During April, our equity portfolios significantly outperformed their benchmarks, bolstered by our defensive and underweight [...]
Did effective mortgage interest rates stop rising six months ago? There is a pretty [...]
This page contains each chart from the latest property market update. See residential real estate [...]
Today I want to talk about what the other side of the downturn will look [...]
During March, all of our portfolios outperformed their benchmarks, bolstered by our defensive and underweight [...]
This is a repost of an article that we wrote for Morningstar Firstlinks. There is [...]
It feels like stock markets are standing at the top of a very slippery slope. [...]
