A Trump tweet kept Wall Street heading higher into record territory, with the US President telling us about his “very good talk” with the Chinese President, Xi Jinping.

Here are three stocks to consider taking full or partial profits on in 2020. Sometimes it can make sense to take some profits when stars are shining.

I modestly but accurately say that I have been right on stocks for 2019 and in my article today I give you my investment strategy for 2020.

What was hoped for happened - a 60% trade deal is said to have been reached but signing won’t happen until January, the December 15 tariffs won’t go ahead on Sunday and BoJo joins ScoMo in the Prime Ministe..

Let me take you through the tales of the bulls, the bears and the wildebeest to see where the market could be heading next year.

I’m going to stick with my general view that being in stocks for 2020 is a sound idea. Here are 13 stocks to consider as you set yourself up for 2020.

For professional stock market watchers, it was green on the screen overnight in the US, except for the VIX (which is a ‘positive’ reading for the fear index), indicating that stock players are getting less ..

Next time you “tap and go” for your morning coffee, ask yourself: why don’t I own Visa (or Mastercard)? Here are the reasons why my fund owns structural growth companies like these.

Troubles in Hong Kong raise question marks about the trade deal but this shouldn’t stop you from buying good stocks now.

It’s not like me to avoid being optimistic but I can’t be relaxed about stocks going forward until I see how China responds to the US President’s decision to sign into law two Hong Kong-related pieces of ..

Don’t try to time the market. If you get the “timing” wrong, as most people will, it will seriously affect the returns from your equity portfolio.

Last Friday I was invited to the annual Sohn Hearts & Minds conference in Sydney. From two of the world’s best investors and a number of fund managers, I gained many insights that I share with you below.

It’s been a week of disappointment for those of us long banks and long Donald Trump and his trade deal.

For anyone who attended our Income Conference recently or for those subscribers who couldn’t make it, here’s the video of our fixed interest Masterclass hot off the editing press!

I don’t hold the view that stocks will rise 30% but I am waiting with bated breath to see how much the market will rise.

Wall Street is being powered into record high territory and it’s all about trade deal talk and the fact that we should soon see some piece of paper with an agreement on it that the US President can do a show-..

The US share market has broken out of its recent lethargy and now is advancing strongly. Why is this happening in the US and not Oz?

When searching for income returns better than bank term deposits, always remember the risk/return trade off.

OK, call me an obsessed Trump watcher (after trying to work this guy out for three years) but the chance of his impeachment increasing has resulted in a great trade deal dividend. And it’s got so impactful th..

With nearly 70% of the S&P 500 having reported, US companies are navigating reasonably well. Here’s a high level summary from analysts at Morgan Stanley in New York, which gives you a clear picture of where s..

Despite a warning from Paul (Rickard) that many of our favourite dividend-paying stocks are likely to be less rewarding in the future, I went looking for 10 reliable income-payers, with or without franking, to ..

Wall Street surged to record highs on the back of a better-than-expected jobs number for October (Go, Donald!) and a headline revelation from the Chinese trade negotiators that they’ve reached a “consensus ..

Microsoft has produced an excellent set of numbers from a structurally strong global growth company and it’s a clear compounder in my opinion.

“When will this bull market end?” is the toughest question I’m asked to answer but here’s my considered view.

Wall Street was positive overnight, with company earnings and trade deal optimism driving stock market indices higher.

I believe it’s right to be cautious on Australian resource stocks but if you want to have some iron ore exposure, here’s what I suggest you consider doing.

When it comes to investing your money, sometimes it does pay to watch what the insiders are seeing and doing. Here are 2 companies to keep on your watch list.

Trade deal dreaming has been disturbed again and we’re going to have to get used to this, as we wait for the meeting of Presidents Donald Trump and Xi Jinping in Chile at the APEC Forum held between November ..

One of my funds top five holdings – the world’s leading luxury goods manufacturer and retailer LVMH – has already released an update to the market that defied all the pessimists.

What follows in my article today are the straightforward stocks and investments that should do well in the short term as well as the medium term now this trade deal Phase 1 has been struck.

Deal on! It’s a partial deal at this stage. By the closing bell on Wall Street, the Dow was up 319.92 points (or 1.21%) but it was up over 500 points at one stage, so the market is happy though it wants somet..

A combination of several factors has seen Nike deliver incredibly steady revenue growth for an extended period of time. Here’s why I think this will continue.

Recession warnings in the USA were given a reality test and they failed! The latest jobs report for the Yanks showed 136,000 jobs were created, which wasn’t too far off the 145,000 predicted by economists.

Even though I believed in structurally low interest rates, I never thought I’d see the Aussie cash rate and Australian 10-year bonds with “0” in front of them. If the Government doesn’t use fiscal polic..

Are market smarties backing in a trade deal or at least no escalation of the tit-for-tat tariff tussle between President Trump and Beijing? Stats and market readings are effectively saying “dump gold and buy ..

Just when US share markets got excited on Wednesday after US President Trump told reporters at the United Nations that a US-China trade deal could come sooner “than you think”, comes a new Trump trade tra..

This isn’t the time in the equity market cycle or economic cycle to give into FOMO. I believe losing discipline now could lead to years of losses in the wrong investments.

Here’s my 4 step guide to developing an investment strategy. Does your strategy stack up well against this?

Just when I was toying with the idea of using the headline that “Donald’s ducks are lining up in a row”, along comes the man himself with a bombshell to scatter those damn creatures!

Here are my reasons for believing that Goodman Group (GMG) is an excellent example of a quality company in the buy zone.

Assessing the US situation, here’s my analysis on whether we should cash up and run away from stocks.

Another day of trade deal optimism has helped the Dow Jones to an eight-day winning streak, taking the famous index close to record highs. The actual record high on an intraday basis is 27,398.36 and the Dow fi..

What’s likely to happen next? Which asset classes could win in the next round as aggressive investors hunt yield and defensive investors seek shelter?

Has driving in the fast lane with P.O.T.U.S. Donald J. Trump been a profitable experience? If so, will it continue to be one?

Anyone who doubts that the Trump team isn’t sensitive to the market’s reaction to its trade tweets and about the course of negotiations between the US and China, received signals that should change their mi..

Having a little extra cash gives you the ability to take advantage of volatility and potentially cheaper equity prices when they occur. And owning mostly non-cyclical companies growing organically is prudent bu..

Given a worst-case possibility that the war will continue and get worse, how can you position your portfolio?

The Dow has done what it did for most of the week, adding a few more points, when it put on over 700 points. The reason for it began Monday US time, and as usual nowadays, started with a tweet.

Let’s use a case study to take you through the confusion that surrounds your transfer balance cap and your total super balance.

Let me tell you about a few people I respect who buy LICs and when they buy them.

The ping pong match between the Presidents of the USA and China got serious overnight with the Fed ‘umpire’ Jay Powell having little impact on a game that’s getting out of hand!

Many market commentators fervently try to identify when this long bull market will end. Trying to time a downturn is essentially a futile exercise and the temptation to look at daily, weekly or monthly performa..

Two recent events have encouraged me to solidly get behind the idea of buying banks. These will be the stocks that will spike if a trade deal comes and recession fears abate.

What a week! I’ve never had so many media outlets asking me to explain an inverted yield curve! I guess when you link this confusing concept for normal people to the R-word for recession, then you get mainstr..

The best way to alleviate global problems is for the world to find a new engine of growth that generates higher earnings to enable share markets to advance further. That’s a real possibility outside the USA (..

When bad news hits, most stocks sink. But the smarties look to play defence before defence is needed and go fishing for stocks that fall into this category. Here are 8 stocks to consider.

The Dow was down 280 points overnight until the last hour of trade and the world’s most talked about stock market index turned positive. But negativity prevailed, to see the Index down 90 points.

It’s clear we’re in a race to ZIRP (zero interest rate policy) globally. SMSF trustees need to understand the return on cash will be negative for the next decade. To me, equities as an asset class now look ..

The negatives for being positive on stocks are starting to stack up. So consider these more income preserving strategies.