Posts about Articles (23)

With markets in free fall over the past two days, the question for investors is what to do? Here is a quick list of things that I go through in market downturns: 1. Don't panic - assess the situation rationally. Retail investors have a distinct tendency to buy when markets have risen and sell when ...

Some Coalition in-fighting on electric cars and a new electric "Black Cab" in London caught my eye overnight and given our investment interest in electric cars I thought it worth an update on the investment arithmetic. Electric Vehicle investment numbers Of more interest, given our view that ...

I wanted to follow up on Jeremy Grantham's comments from yesterday and run through some of GMO’s asset allocation views from the perspective of an Australian investor. Jeremy Grantham & Co. at GMO have put out two thoughtful (as always) pieces in the last 3 weeks. I rate the team there highly ...

The International Monetary Fund (IMF) put out a white paper Friday titled “Credit Booms—Is China Different?” The answer? Not in any meaningful way. Here are some selective quotes and charts (the yellow notes are my comments

Richard Bookstaber recently put out an interesting post on sectors that he thought had problems on a 30-40 year view. Richard is the author of a number of good finance books - I liked A Demon of Our Own Design: Markets, Hedge Funds, and the Perils of Financial Innovation and I have his new one The ...

A few companies have come out recently talking about the effect of Trump tax cuts and flagging large losses/write-downs. From the FT:

The Australian SMSF Landscape We recently ran a webinar entitled the SMSF Asset Allocation Master Class in which, as an introduction, I thought I might provide a snapshot of the Australian SMSF landscape. The following graphs have been be created from an ATO dataset who publish SMSF statistics ...

Ethical investing is frankly confusing. There are plenty of good products, but also a number of products whose promoters may not be as ethical as the stocks they invest in...

ABC's The Business called upon David Llewellyn Smith for comment on current equity prices in the United States and what may lie ahead.

We have a number of Automobile and Auto Component stocks in our portfolio and September was a good month for both sectors with many of the stocks adding 10%+ over the month. A few have continued the performance into October (GM, in particular, was up 12% last month and another 14% month to date). ...

Bloomberg ran a report last week on electric cars that turned into a longer read than I expected as I chased through some of their numbers that seemed wrong: It’s been 10 years since Apple Inc. unleashed a surge of innovation that upended the mobile phone industry. Electric cars, with a little help ...

There has been a recent push in the planning fraternity to renew calls for upfront financial planning advice to be made tax deductible. (As opposed to ongoing investment management fees etc) It’s an interesting quandary and one I do not expect a resolution upon soon. Tax deductibility is an ...

There was another entry into the academic statistical war that makes up the debate between whether asset allocation or stock selection is more important from ReSolve Asset Management earlier this year.

Global reporting season was pretty decent at a headline level – there are lots of more interesting things happening at a sector and stock level, but I’ll get into that later on in the week.

The new look US Department of Energy released a big report last week on the power industry. As a reminder this is the report commissioned by the new Secretary of Energy, Rick Perry, who seemed as if he had already written the conclusion that "coal was king" and was just looking for someone to come ...