Latest Commentary



Monday, 19 December 2022

Saturday, 17 December 2022

Should we be spooked by recession talk?

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It was always predictable that a tough-talking Fed boss was always going to inspire some investors to take profit on shares that have rebounded strongly since early October, but be aware that many sellers today..

Thursday, 15 December 2022

Monday, 12 December 2022

Big week ahead! Are you ready to move?

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This is the biggest week of the investing year, with critically important economic revelations set to drive stocks down hard or create a surge that could morph into the mother of all Santa Claus rallies. Here..

Saturday, 10 December 2022

Good news was bad news & vice versa

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This week we saw the return of the new market thinking that good US economic news is bad market news, but it doesn’t apply to all good news. Ahead of the close, US stock market indexes were mixed but the nega..

Thursday, 08 December 2022

Monday, 05 December 2022

Saturday, 03 December 2022

Thursday, 01 December 2022

Monday, 28 November 2022

Are you kidding? 15% in one year?

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If you’re prepared to invest for at least a year (even longer), you could make 15% in one year by putting your money in a diversified asset, containing some of the best Aussie businesses. Let me tell you more..

Saturday, 26 November 2022

Thursday, 24 November 2022

Monday, 21 November 2022

Saturday, 19 November 2022

Keep the good inflation news coming

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  Ahead of the close on Wall Street, the Dow was just positive and the other market indices were only just negative. But it’s the final hour that often determines the vibe that will prevail for our marke..

Thursday, 17 November 2022

Monday, 14 November 2022

Saturday, 12 November 2022

Inflation falls at last but can it last?

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It’s been a slow train coming but most of you know I’ve been telling you that when inflation falls, stocks will surge and that’s what we saw on Thursday in the US and Friday here. And happily it has happe..

Thursday, 10 November 2022

Monday, 07 November 2022

Let’s talk tech stocks

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When rates stop rising, there’ll be an inevitable rotation out of the Dow-like stocks into growth. That’s when the patient who are hedged will be rewarded.

Saturday, 05 November 2022

Thursday, 03 November 2022

2 ETFs for de-globalization

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I believe de-globalization is starting to occur as more companies bring their production back closer to their end markets. For SMSFs and other long-term investors, thinking about such trends is important. If th..

Monday, 31 October 2022

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