Performance
In October, global markets continued to add to their performance, aided now by a falling [...]
Webinars
With Trump announcing a largely anti-China cabinet and speculation about the path for interest rates [...]
After the US election, what should you be doing? In this week’s podcast, Nucleus Wealth’s [...]
ASIC recently decided to wind down bank hybrids over a number of years. In this [...]
Articles
Over the last few weeks, financial markets have recently adjusted expectations to reflect a [...]
There are a lot of “potential” investors on my mailing list. Waiting for the [...]
Just a quick post as I’m musing the consequences of what could be a fundamental [...]
Two of the best-performing stocks in our portfolio over the last year or so have [...]
US inflation came in low. Services are still running hot, but that is mostly driven [...]
Are we headed for Tech Boom 2.0? There are considerable parallels between the tech boom [...]
The Reserve Bank of Australia has held rates again and hasn’t added a hawkish bias [...]
It’s amazing how two economists can see the macroeconomy so differently. Judo Bank chief economist [...]
For 13 years, this website has tracked the decline and fall of Australian policymaking. We [...]
A couple of notes from BCA make some good points about the prospects for Chinese [...]
Albert Edwards at Societe General is always worth reading. US growth expectations have crashed in [...]
While Albo is busy spending $27bn of your money on industrial bandaids, existing manufacturing continues [...]
Yesterday, RBA Governor Bullock restated last month’s interest rate guidance in ongoing evidence to Australia’s [...]
All of the GDP partials have been released, suggesting that Wednesday’s Q1 national accounts will [...]
FTAlphaville has ripping post on AI. A popular view of generative AI is that it’s [...]
