Dear %%first_name%%,
When speaking with shadow Treasurer Joe Hockey, John “Singo” Singleton and investment guru Mark Carnegie at the Switzer and Sky News Leadership Lunch on Friday, I had to take a moment to consider their fears about the fate of the US economy.
They are all very smart guys, so when they say it’s all going to end in tears, I think we should listen. That doesn’t mean I think they’re right, or wrong even, just that we might be dealing with different time frames. Read my analysis for why below.
Also in the Switzer Super Report, Paul Rickard goes behind the scenes for a look at Leighton Holdings and Greg Fraser explains why he prefers Wesfarmers over Woolworths. Penny Pryor looks at Joe Hockey’s plans post September 8 and Geoff Wilson puts forward McMillan Shakespeare as an election play.
We are well into reporting season, and today we have James Dunn writing on who’s who and what’s what for the companies announcing this week. Auction clearance rates show that Charlie Aitken is probably right when it comes to a property boom and in Buy, Sell, Hold – what the brokers say, earnings reports result in upgrades for SAI Global and Brambles.
Sincerely,
Peter Switzer
Switzer Super Report chief investment officer, Paul Rickard and I had a little chat on the fate of China in our Super Sessions last week. Watch it here.