Latest Commentary



Saturday, 13 December 2025

Thursday, 11 December 2025

Questions of the Week

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I have been wanting to buy Promedicus for some time – what do the brokers say? I invested in an insurance bond with AMP, but the current provider doesn’t think I meet the 10 year rule. What are my options? ..

Monday, 08 December 2025

Saturday, 06 December 2025

Thursday, 04 December 2025

Monday, 01 December 2025

Saturday, 29 November 2025

Thursday, 27 November 2025

Is now the time to go more defensive?

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My sense is investors will benefit from having more portfolio cash in 2026 and a higher weighting in fixed income. In the past few months, I’ve highlighted cash Exchange Traded Funds (ETFs). This week, my foc..

Tuesday, 25 November 2025

Is EX20 yesterday’s hero?

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The ETF EX20 has been a good performer over the past two years, helped by falling interest rates. But with rate cuts on hold (or done and dusted), should we reduce our exposure to EX20?

Monday, 24 November 2025

Saturday, 22 November 2025

Loser Catastrophisers won the week

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Friday’s stock trading in the US underlined how I got it right when I named today’s story about this week’s share market action as being driven by “loser catastrophisers”.

Thursday, 20 November 2025

Monday, 17 November 2025

Saturday, 15 November 2025

Thursday, 13 November 2025

Monday, 10 November 2025

Saturday, 08 November 2025

The week AI doubts escalated

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It’s been a tricky week for stock players with the tailwinds that have been driving share prices to all-time highs starting to face some countervailing headwinds.

Thursday, 06 November 2025

Monday, 03 November 2025

Saturday, 01 November 2025

Trump plus Xi equals good for stocks

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Wall Street survived and thrived during the month of October, a month that has created some of the greatest crashes of all time: Black Monday of the Great Depression, the 1987 crash and even the biggest down da..

Thursday, 30 October 2025

Monday, 27 October 2025

Saturday, 25 October 2025

Thursday, 23 October 2025

Questions of the Week

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Are Treasury Wines and Woolworths “cheap” and a buy for capital gain over the next 1-2 years? What do the brokers think of rare earths miner Arafura? What is a “first” strike?

Monday, 20 October 2025

Saturday, 18 October 2025

Thursday, 16 October 2025

Monday, 13 October 2025

Saturday, 11 October 2025

Thursday, 09 October 2025

Saturday, 04 October 2025

Thursday, 02 October 2025

Questions of the Week

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How can I buy into the AI theme and invest in Grok? What are the rules about needing an actuarial valuation for my SMSF? Woolworths shares keep falling – are the major brokers positive and what’s their targ..

Monday, 29 September 2025

Saturday, 27 September 2025

Thursday, 25 September 2025

Questions of the Week

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How safe are the DIVI and YLDX income funds? What do the brokers think of Qantas? Should I sell my capital notes before they’re redeemed? What are the major companies in the ‘industrials’ sector?

Monday, 22 September 2025

Saturday, 20 September 2025

Thursday, 18 September 2025

Two good value stocks

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Looking for value on the ASX? So is everybody. Here are two good-value stocks, operating in global markets that they understand very well.

Monday, 15 September 2025

Saturday, 13 September 2025

Dud data drops not a negative for stocks

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Disappointing US economic data has underlined the nature of American investors and their commitment to being long stocks, with stocks now on a drive higher on the basis that a rate cut comes next week. It could..

Thursday, 11 September 2025

Monday, 08 September 2025

Saturday, 06 September 2025

Disappointing data isn’t hurting stocks

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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, 04 September 2025

Monday, 01 September 2025

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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