While I'm yet to observe a popular way for governments to tax the masses, Labor's proposals on franking credits has focussed the attention of one very local and agitated demographic in particular: wealthy retirees with the time and inclination to rile the boffins that have suggested such an impost. Show More

BANG, stocks hit -85pts today following the weak US markets down the slide. Commodities saw most selling while the Energy names dropped out of favour. Selling was persistent and aggressive throughout the day likely signalling there is more to come - the index closed at its lowest point since June... Show More

On Friday I sat down with one of the markets top rated Resource Analysts, Peter O’Connor from Shaw and Partners to discuss opportunities in the sector. We cover a range of topics from China and US trade tensions, to stocks worth buying in the Gold Sector. Show More

The current bull market is now the longest in history, so not surprisingly the main question we are regularly being asked is, what now? Show More

A number of the diversified financial stocks have experienced a tough year with the Hayne Royal Commission weighing on many in the sector e.g. AMP is down over 30% over the last year. Also, the bears are certainly echoing that a large pullback is ominously close at hand – we... Show More

Some high valuation growth stocks have caught our eye over the last few days, specifically the top-performing stocks that were sold off yesterday. We are happily absent from the high-flying growth stocks, but if they are flogged too hard, a couple will become interesting. Here we share our view and... Show More

Yes, yes, we’re all sick of talking about politics so we’ll be short and focus on four key considerations that could impact your investments if the bookies are correct and Labor win the next election. Show More

I met with the CFO and COO from Fortescue Metals (FMG) this week as they did the rounds following their recent full year results. There were some brief prepared comments that hit the high notes of the result but of more benefit was the discussion thereafter as we shot the... Show More

An impressive performance from the local market yesterday after some very poor leads from the previous day. The index rallied strongly from the early morning low of -47pts / -0.74% before the banks and some recovery from the hard hit resources saw the index close less than a point lower.... Show More

Suncorp (SUN) have reported their FY 2018 results this morning with a number of clear takeaways. This was a stronger result than expected pretty much across the board, and the share price has responded. Show More

Rio Tinto (RIO) reported 1H 2018 results after market with a number of clear takeaways. This was a weaker than expected result pretty much across the board from an 8% miss on the top line down to a 4% miss at the EBITDA level and a lower than expected dividend. Show More

Another extremely quiet week on the surface with the ASX200 closing up just +0.2% after struggling virtually all week before Fridays 56-point surge made everything appear rosy. The energy sectors strength stood out even though oil fell during the week but BHP carried the markets torch gaining +4.5% after announcing... Show More

The ASX200 enjoyed a solid recovery on Tuesday, regaining around 60% of Monday’s losses with strength across all sectors, even the “yield play” area held up which was pretty impressive considering the strong gains by US bond yields the prior session. After a month of choppy price action, the ASX200... Show More

Amaysim shares were down heavily on Tuesday as ACCC attacked Amaysim’s energy brand Click Energy for false and misleading advertising practices. The regulator pointed to marketing material from Click between last October to April of this year showing discounts of between 7 and 29 percent where the ‘base rate’ used... Show More

Even after its aggressive 2-year decline Domino’s (DMP) is still trading on a relatively expensive 30.6x valuation based on 2018 earnings while yielding just over 2% part franked. Show More

Chinese stocks are now trading below the level they were in 2015 when they caused major global uncertainty and a massive uptick in volatility after they lost 30% in a few short weeks. Show More

Market Matters is an exclusive twice daily newsletter that bridges the gap between retail & professional market views and opinions. We write straight talking notes & trade a real money portfolio of stocks, sending live SMS alerts when we transact. Show More

This morning I sat down with Charlie Aitken from AIM for a quick update on his macro views and the susceptibility of the market at current levels. We discuss US tech, Asian growth, crowded trades and the scope for a large correction in global stocks. Show More

A sell off amongst the banks after a strong rally last week + weakness in US Futures on more trade war concerns put pressure on our market today, with the ASX 200 seeing its best levels in the first 15 mins of trade hitting a high of 6250, before sustained... Show More

Back on the 22nd of May, I made a bet with one of the dealers on our floor. He thought Telstra would see a $1 handle before a $3 handle. I was on the other side, and after today, I’m more confident that I’ll prevail. Show More