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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 [...]
During the year to July, our Core Australian and Core International equity portfolios outperformed their [...]
During the year to June, our Core Australian equity portfolio significantly outperformed the benchmark, ranking [...]
During May, our Australian equity portfolio significantly outperformed the benchmark, bolstered again by our defensive [...]
During April, our equity portfolios significantly outperformed their benchmarks, bolstered by our defensive and underweight [...]
During March, all of our portfolios outperformed their benchmarks, bolstered by our defensive and underweight [...]
February was a mixed month. The ASX fell in price, down around 3%. Bonds were [...]
Stock markets continued their on/off mode in January. This time it was on. The ASX [...]
Stock markets continued their on/off mode in December. This time it was off. Australian stocks [...]
Stock markets boomed again in November. Australian stocks were up 7%, International stocks also boomed, [...]
Stock markets boomed in October after being smashed in September. International stocks were up 7%, [...]
Stock markets were smashed in September. The US market fell over 9%, but closer to [...]
August was a tale of two halves. Global markets rallied for the first half of [...]
After crashing lower in June, stock markets staged a comeback in July. The ASX rose [...]
June was the month that what we have been saying since the start of the [...]
After early weakness in May, stock markets bounced back strongly in the second half of [...]
