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 [...]
Yesterday we had a long look at solar and battery power and how they affect [...]
Fossil fuels have a limited time as viable sources of energy. And I’m not talking [...]
Interesting article out yesterday revealing the largesse local developers are now showering brokers and spruikers [...]
Goldman Sachs offers this chart on central bank independence: [...]
As covered today by Leith over at MacroBusiness here and here, today’s ABS release confirms what [...]
Fund results out today from S&P are not good for active fund managers: [...]
Snapchat is listing shortly, probably early March. It’s a unicorn, a start-up with a valuation [...]
AMP released their results last week, bringing with it news that it was reducing its [...]
Last week I ran through the big long-term (20-40 year) economic trends (click here for [...]
For the last six years, I have had a relatively consistent view on Australian asset allocation. [...]