Latest Commentary



Saturday, 30 August 2025

We better hope Trump delivers

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Wall Street has waited all week to hear every word the man who has yet to capitulate to President Donald Trump. Fed boss Jerome Powell took the stage for the last time as the top central banker in the USA on Fr..

Thursday, 28 August 2025

Monday, 25 August 2025

The Big Four banks and 4 potential sells

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On valuation grounds, my view is that our Big Four banks are all candidates for a ‘sell’ rating.  But they’re not the only popular stocks where analysts are warning of clear over-valuation and potential ..

Saturday, 23 August 2025

Rate cuts & Trump are the main game

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Wall Street has waited all week to hear every word the man who has yet to capitulate to President Donald Trump. Fed boss Jerome Powell took the stage for the last time as the top central banker in the USA on Fr..

Thursday, 21 August 2025

Monday, 18 August 2025

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