Articles
DXY is back. AUD is tariffied. Auld lead boots is the big question as the [...]
Over the past decade, the number of cafes nationwide has reached an unsustainable level, and [...]
There really is not much more Tony Wood of the Grattan Institute can do to [...]
Webinars
NVIDIA took a tumble this week as DeepSeek fears overran the market. In this [...]
I’m assuming most readers are at least somewhat aware of DeepSeek over the past week, [...]
We understand that many of our investors are concerned by the ongoing pullback in Australian [...]
The Wall Street Journal was out yesterday with a comment expressing optimism on 2020 earnings [...]
Modern Monetary Theory or MMT seems to be being discussed everywhere lately, and a number [...]
Quick shout out to AQR (a large US quantitative manager) who have a post out [...]
For years, the RBA has argued that an economic recovery is “just around the corner” [...]
Elizabeth Knight has a look today at impact investing and millennials: Whether or not you subscribe [...]
Another unfortunate stockbroker collapse announcement in Halifax Investment Management leaving thousands of clients with over [...]
Via UBS: …Labor’s proposed franking ‘scale-back’ also makes the near-term return of excess franking credits [...]
Environmental, social and governance investing, also known as ESG is a common way for investors [...]
Only when the tide goes out do you discover who has been swimming naked. Warren [...]
EIA put out a timely reminder of the big picture for US oil. There has never [...]
The Oxford Institute for Energy Studies has an in-depth piece out on the cost of LNG [...]
Fifteen months ago we started investing money for clients with a vision to bridge the [...]
Quantitative and statistical models are extremely useful in investing. But they are guides, not gospel. [...]
The Wall Street Journal suggests that they may have: I’m not seeing it yet in [...]
