Last week I published our monthly performance report. I addressed the question of when do we look to start deploying our cash & bonds back into stocks. My throwaway line was effectively "wake me up when the stock market is down 30%". Embarrassingly, we arrived at this point a little faster than ...

For a few weeks in late January and early February, stock markets suspended belief. Pundits on every channel emerged, suggesting a small economic dip followed by a massive stimulus package meant it was time to bid expensive stocks even higher. Meanwhile, in the real world:

Don't be fooled by the dividend yields that you might see for the major Australian banks. They are reflecting a rosy vision of the future that is far from certain, and in my view are a value trap.

Chris Martenson ran this chart on his podcast over the weekend, suggesting that Thailand may have just rebranded their COVID-19 cases. Chris has been very good on the coronavirus outbreak, but on this one, I'm not convinced.

Most studies agree that asset allocation adds way more over time than stock selection. They also agree that private investors cost themselves a lot of money over a cycle by buying after the market has risen and then selling after it has fallen.

The markets have finally woken up to the threat of Coronavirus on global growth, what does this mean to you?

COVID-19 has been an issue for weeks. The bond market realised it. Forex markets realised it. So don't give me the "Italy changes everything" bullshit. And spare me your "black swan" nonsense*.

In the last three years, Australian houses have gone from boom to bust and now back to boom again. I have written in the past about how crazy the property cycle is, and recently, a buying frenzy has pushed prices back toward previous highs. Many are calling the market up 10% over the next year, but ...

We're pleased to announce the official launch of our brand new Property Calculator.

(updated 8 Feb with new data and insights, see here for updated Coronavirus statistics)