Webinars
The Australian dollar has been in free-fall for a number of months, but has rallied [...]
Articles
OK. Let me get this out of the way up front: Trump will declare victory [...]
Via Goldman’s useful Scott Rubner who sees risk on. 1. Largest macro ETF shorting since [...]
The bubble of a lifetime in CBA shows no signs of bursting at 26x growthless [...]
The first battle between bond vigilantes and King Trump has gone to the former. Members [...]
For the 12 months to Dec 31 it was a cracking year for stocks. To [...]
In November, global markets boomed on the back of the Trump election, continuing into December [...]
In October, global markets continued to add to their performance, aided now by a falling [...]
In September global markets continued to add to their performance so far this year, however [...]
In August global markets added to their strong performance so far this year, however the [...]
In June, the AI stocks continued to lead the charge, pushing stock markets higher. For [...]
In May, the AI stocks continued to lead the charge, pushing stock markets higher. Our [...]
The stock market is convinced, maybe rightly, that the US central bank will bail them [...]
February was a strong month for all of our portfolios. Markets continue to rally and [...]
January saw another big rise in international stocks. Expectations of a soft landing have become [...]
December saw equities take off into a Santa rally, although the rising Australian dollar tempered [...]
November saw a sharp rebound in both bonds and equities. Expectations of a soft landing [...]
October is known as a month of heightened volatility, and this year it didn’t disappoint. [...]
September, historically a bearish month, once again proved true to form as all indexes were [...]
August proved to be a volatile month with the S&P 500 and Nasdaq-100 Indices posting [...]
