Webinars
Several weeks ago we ran an episode with the same topic, where we spoke at [...]
Articles
See our Coronavirus data Dashboard for individual country data. COVID-19 statistics and cases around the [...]
Our attention turns this week to what is most Australian’s second biggest asset, Superannuation. Super [...]
Performance
September has historically been the worst month for the stock market, and this year was [...]
I have a working theory that the September quarter earnings (Q3) coming out over the [...]
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 [...]
Chant West returns released its returns for superannuation funds for last month and a preview [...]
One factor I have been watching closely is the spread of the coronavirus through summer [...]
Last week I published our monthly performance report. I addressed the question of when do [...]
For a few weeks in late January and early February, stock markets suspended belief. Pundits [...]
Don’t be fooled by the dividend yields that you might see for the major Australian [...]
Chris Martenson ran this chart on his podcast over the weekend, suggesting that Thailand may [...]
Most studies agree that asset allocation adds way more over time than stock selection. They [...]
The markets have finally woken up to the threat of Coronavirus on global growth, what [...]
COVID-19 has been an issue for weeks. The bond market realised it. Forex markets realised [...]
In the last three years, Australian houses have gone from boom to bust and now [...]
