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 [...]
DXY is taking a breather. AUD is ripping into a short-squeeze. But it is wearing [...]
Our pitch to investors has been that by investing in a mix of quality and value [...]
Good news: Stock selection continues to support performance with our international portfolio outperforming a falling [...]
One of our core investment themes is that international stocks are the best asset class [...]
During September the mix of the falling Australian dollar and increasing international equities saw all [...]
Apologies for the lateness of this report, we are still getting reporting systems ironed out [...]
