Recent Commentary
Lots of cash looking for a home
I’m seeing signs of strength that tell me any market dips will be shallow. With a move back to December lows now appearing unlikely, cash sitting on the sidelines will be looking for a home.
Sweet spot for stocks
Benign inflation, an easing of long-term yields, and GDP growth coming back to sustainable levels should leave equities in a “sweet spot”.
Will there be a Santa Claus rally and how will CBA and BHP fare?
Markets are taking a glass half empty view but for smart investors look for the positives out there. Will there be a Santa Claus rally?
Professional’s Pick – Orora (ORA)
Packaging company Orora has strong organic growth and “out of the box” ideas to drive sustainable developments, according to Michael Gable of Fairmont Equities.
