Investment analysis, share recommendations, and market insights.
President Trump comes with the tag “Expect the unexpected”. While we’ve become used to Trump’s tactics in the world of money and then in the world in general, as an unusual US President, we’re now seeing his unusual behaviour playing out at war!
I’m rebalancing my portfolio and see there has been a huge increase in the weighting to ‘materials’. Is this normal?; Will the super caps be increasing next year?; Do the brokers see price upside for Life360?; Is it too late to participate in BHP’s dividend re-investment plan and how do I do this?
For traders and active investors with a short-term investment horizon, here are two ideas to consider in these sectors if the Iran attacks prove more difficult than the US expected.
Geopolitics, tech rebounds and market uncertainty: there’s a lot happening right now! In this week’s Boom, Doom, Zoom, Paul Rickard and Peter Switzer unpack how tensions involving Iran and the Strait of Hormuz could ripple through global markets and what it might mean for Australian investors.
Despite a soft Wall Street, the Aussie share market surged in February adding more than 4%. Our model portfolios, which are marginally overweight resources, continued to outperform.
It’s the market versus the potentially smartest guys ever in US business!
Resource-focused Listed Investment Companies shine amid the gloom. Here are three of them.
If you use a ‘core and satellite’ approach to managing your portfolio, how many stocks go into the ‘core’ and how many stocks go into […]
In our “HOT” stock article, Michael Gable, Managing Director of Fairmont Equities, explains that sellers of Lynas Rare Earths (LYC) are out of the way and this is the start of a new rally in LYC.
This week on Boom Doom Zoom, we unpack what’s really driving the rally, and whether it’s sustainable.
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