Peter Switzer

Latest Articles

Premium

Featured posts

Would Charlie Munger approve of GEAR?

I recently looked at an investment product called GEAR and following the death of Warren Buffett’s investing colleague and close friend Charlie Munger, I wondered if this guru of investing would approve of such a risky product. I also wanted to make sure anyone who considers this ETF knows everything they should before investing in it.

December 4, 2023 · 6 min read

Premium

Switzer on Saturday

One down for Oz stocks, two to go.

Global stocks had the best month in three years and the smarties are jumping on board my past predictions that small cap companies are likely to have a good 2024. This is the knock-on effect of the better-than-expected inflation news in many of the economies of the world.

December 2, 2023 · 6 min read

Premium

Featured posts

Here’s how to get ready for good investment returns next year

If the negative news around our battle with inflation concerns you, it might pay to take a longer term view. Here are my thoughts and my strategy.

November 27, 2023 · 5 min read

Premium

Switzer on Saturday

Our inflation story is slowing up our market rebound but it will happen

The US stock market has been on a four-week tear higher, with the S&P 500 up over 7% and the Nasdaq 8% plus up.

November 25, 2023 · 7 min read

Premium

Featured posts

Here’s why lithium stocks PLS and LTR look like good long-term bets

Most investors are flabbergasted that PLS and LTR have seen their share prices slump. Here’s my take on these two stocks.

November 20, 2023 · 5 min read

Premium

Switzer on Saturday

The Yanks have beaten inflation and stocks soared!

The fear and anxiety that has captured the market this week rolled into Friday’s trade on Wall Street, with the combined impact of the Israel-Hamas battle and rising bond yields understandably spooking stock players.

November 18, 2023 · 4 min read

Premium

Featured posts

Good omens for market recovery in coming months

Provided economic data doesn’t change the view that US inflation is on a downward path towards the central bank’s goal of 2%, then share prices can recover in coming months.

November 13, 2023 · 5 min read

Premium

Switzer on Saturday

Powell’s jawboning worked but only for a day

The fear and anxiety that has captured the market this week rolled into Friday’s trade on Wall Street, with the combined impact of the Israel-Hamas battle and rising bond yields understandably spooking stock players.

November 11, 2023 · 7 min read

Premium

Featured posts

Is this the much-predicted turnaround for stock markets?

You really should have a two-part investment plan. The first should take most of your money, which is your core strategy. Then have a satellite portfolio of speculative plays that could deliver some great alpha returns. Here are three quality companies that should be at your core and two plays that bring in some risk and adrenalin.

November 7, 2023 · 4 min read

Premium

Switzer on Saturday

Have we hit the turning point for stocks?

The fear and anxiety that has captured the market this week rolled into Friday’s trade on Wall Street, with the combined impact of the Israel-Hamas battle and rising bond yields understandably spooking stock players.

November 4, 2023 · 7 min read