Investing

Investment analysis, share recommendations, and market insights.

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We’re in the hands of speculators

Not a great week for committed investors, with the Iran war with its dual threat of inflation and recession driven by a spiking oil price hot on the heels of an AI anxiety crisis of confidence, hyped up by short-seller hedge funds, all creating the best of conditions for speculators.

Peter Switzer · March 14, 2026
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Questions of the Week (12 March 2026)

What are your thoughts on “momentum” ETFs? When does the entitlement offer for WCM Global Growth (WQG) close? Is the takeover offer for Qube still alive? Do the broker analysts think there is upside for high yielder Suncorp?

Paul Rickard · March 12, 2026
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Trump’s deal making plus war aren’t good for stocks now

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!

Peter Switzer · March 7, 2026
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Questions of the Week (5 March 2026)

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?

Paul Rickard · March 5, 2026

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