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 [...]
Stock markets have disconnected from fundamentals (and reality). The economic fundamentals are almost as bad [...]
Stock markets are almost as expensive as they have ever been on a range of [...]
There is a decent argument that stock markets have condensed an entire three-year cycle into [...]
Stock markets have dislocated from fundamentals. The economic fundamentals are almost as bad as they [...]
For so long now society’s loved ones have been dying in custody from systemic racism, [...]
There are three main factors we look at when putting together an investment portfolio in [...]
What’s our medium to long-term outlook on Australian banks? We are not positive on Australian [...]
Chant West finally released its returns for superannuation funds for last month. Our growth fund smashed the [...]
One of our most frequent investor questions is around our government bond holdings and the [...]
There is sometimes confusion about the returns available on property in a self-managed super fund [...]
A lot of people think a model and a forecast are the same thing. They [...]
Last week, the Morrison Government announced that it would allow cash strapped Australians that have [...]
Most superannuation funds, and especially industry funds have significant balances in unlisted assets. Many are [...]
In his masterpiece, The World in Depression, Charles A. Kindleberger concludes the major cause of the [...]
I don’t think investment performance fees help. Actually, I suspect performance fees probably do more [...]