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Professional investors distill techniques to improve and simplify investing.

Education

November's Bitcoin news you need to know

Here's what happened in Bitcoin during November 2022. Top Events The biggest event of the month, if not the year, was the collapse of cryptocurrency exchange FTX...
Daniel Pickering
ListedReserve
Education

How we’ve prepared for the next bust

My two most recent wires (Recessions usually crush shares – but investors can always reduce their ravages, 31 October and How low could stocks go in 2023? 14 November)...
Chris Leithner
Leithner & Company Ltd
Education

Media Worth Consuming – November 2022

Top 5 ArticlesUS inflation has likely passed the peak, but there’s good news and bad news for where it might level out at. Private charity is more ethical and...
Jonathan Rochford
Narrow Road Capital
Education

Howard Marks on what matters and what doesn't (and some rules to live by)

You don’t make money on what you buy and sell; you make money on what you hold.
David Thornton
Livewire Markets
Education

Potential for 100% gains with a listed trust trading at a discount

The Grayscale Bitcoin Trust (OTC: GBTC) is a publicly traded investment trust that only holds one asset, bitcoin. It is the oldest and largest listed investment...
Daniel Pickering
ListedReserve
Education

How international travel will make your investment fund more elegant

“Luxury hasn’t been democratised; it’s been globalised.”– François-Henri Pinault, Chairman and CEO, Kering Demand for luxury goods is growing and global travel is...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Education

No, bond vigilantes don’t exist for a monetary sovereign

The definition of a ‘bond vigilante’ is a bond trader who threatens to sell, or sells, a large amount of bonds to protest or signal distaste with policies of the...
Chris Bedingfield
Quay Global Investors
Education

The key differences between LICs, unlisted managed funds and ETFs

It's fair to say there are a lot of similarities between popular investment products like LICs, unlisted managed funds and ETFs. But each have unique characteristics...
Daryl Wilson
Affluence Funds Management
Education

Will luxury goods make your investment fund look fabulous as the economy slows?

“Luxury goods are the only area in which it is possible to make luxury margins.”– Bernard Arnault, Founder, Chairman, CEO, LVMH High-end shoppers are ignoring the...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Education

The top lessons investors should heed from Theranos and FTX

You could say this is a big week for failed start-ups. Elizabeth Holmes of Theranos is to be sentenced this week - facing up to 20 years in prison. Sam Bankman-Fried...
Sara Allen
Livewire Markets
Education

Economists are idiots!

As a long-time card-carrying member of the economics fraternity I don’t say this lightly: economists are idiots. Worse still, the forecasts made by the economics...
Tim Toohey
Yarra Capital Management
Education

Shares may have bottomed

At last, it seems some of the bad news for shares appears to be abating. It’s certainly been a rough year. Thanks to a combination of high inflation, hawkish central...
Shane Oliver
AMP
Education

Three timeless lessons for long-term investing

With the market well off its highs, it’s a wonderful time to buy shares in high quality businesses at beaten-down prices. And as I make my purchasing decisions, I like...
Roger Montgomery
Montgomery Investment Management
Education

Six charts we are monitoring for the remainder of 2022

Within weeks, a dramatic year for financial markets will be behind us. Accelerating inflation, a historic pace of interest rate hikes, and market volatility have...
Matt Peron
Matt Peron
Janus Henderson
Education

How low could stocks go in 2023?

Shane Oliver believes that during the year to come Australia will likely avoid a recession (see, for example, Seven reasons why Australia should avoid a recession, 9...
Chris Leithner
Leithner & Company Ltd
Education

You can't always get what you want

Keith Richards is probably a walking advertisement for the toll which plenty of hard living exacts. Evidence is mounting that decades of hard living for the global...
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CXO
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Martin Conlon
Schroders
Education

Inflation podcast (part 2): The US Inflation Reduction Act

With inflation still the word on everyone’s lips, our podcast is published in two parts. Part 1 dealt with the impact of inflation on the current macro environment....
Sarah Shaw
4D Infrastructure
Education

Howard Marks: The #1 lesson investors never learn

Markets have moved past one dangerous period – that of “irrational exuberance” – and are in the middle of another that's the polar opposite but equally risky. That’s...
Glenn Freeman
Livewire Markets
Education

Bitcoin news you need to know (including the best-kept secret)

Here's what happened in bitcoin during October 2022. Top Events The largest listed bitcoin miner, Core Scientific (NASDAQ:CORZ), has halted interest payments on its...
SQ2
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Daniel Pickering
ListedReserve
Education

Recessions usually crush shares – but investors can always reduce their ravages

According to Ashley Owen (“Recessions Are Usually Good for Sharemarkets,” Firstlinks, 12 October), “history shows that economic contractions have been mostly good for...
Chris Leithner
Leithner & Company Ltd
Education

Media Worth Consuming – October 2022

Top 6 Articles High frequency indicators across employment and consumer spending still point to the US economy being strong with inflation expected to remain high. ...
Jonathan Rochford
Narrow Road Capital
Rapid Fire

Shane Oliver’s guide to riding out a "year to forget"

In January of this year, after bouncing around for a few months, the ASX200 took a sharp and sizeable leg down. It was to be the first of numerous heavy sell offs in...
James Marlay
Livewire Markets
Education

A new “industrial revolution” for investors

It’s a time of crisis, but, as Albert Einstein once said: “in the midst of every crisis, lies great opportunity.” A negative supply shock in Europe has seen global...
Magellan Investment Partners
Magellan
Education

Why you should forget buying the dip and take a slower approach

Wouldn’t you love to buy up big just as the market bottoms out? Only to sell later at the peak and make a massive profit. While investors used to fear falling...
Sara Allen
Livewire Markets
Education

A conversation with David Gonski

David Gonski AC is one of Australia’s pre-eminent leaders; widely respected throughout Australia’s business, philanthropic, educational, and cultural circles. In this...
Alex Leyland
Leyland Private Asset Management
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