Anti-tech sentiment wins again
It’s the market versus the potentially smartest guys ever in US business!
Investment analysis, share recommendations, and market insights.
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.
There’s value emerging in REA Group and CAR Group as long-term bets.
In our “HOT” stock article, Michael Gable, Managing Director of Fairmont Equities, explains that Pilbara Minerals (PLS) now appears to be expanding out of its recent price contraction, which means that it should rally from here and go on to make new highs above $5.
Contrary to media speculation, I can’t see the case for three rate rises this year. If I’m right, REITs could be among the more interesting investment ideas in 2026.
In our “HOT” stock article, Michael Gable, Managing Director of Fairmont Equities, explains why at its current price Worley (WOR) is a buy.
I’m taking the long-term punt on these three quality plays that have been beaten up big time of late
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