The S&P/ASX All Ordinaries Accumulation Index closed down 0.2% for the week. Minutes from the Reserve Bank of Australia’s (RBA) meeting released on Tuesday suggested that reduced demand for steel production in China would indicate downside risks to the current iron ore price. We note that the Australian market is... Show More

The Aussie dollar has had a volatile week, seesawing around the FOMC decision and struggling with the slide in iron ore prices. In our brief weekly video, I discuss these factors along with the RBA commentary (Lowe speech and Sep minutes) and take a look at potential trading ranges for... Show More

"Technology is the greatest wealth and productivity multiplier there is” Matt Barrie, CEO, Freelancer.com Show More

In this short video we discuss the Features of the Bloom Lake Mine and related rail assets in Quebec Canada, which CIA purchased from affiliates of Cliffs Natural Resources; Strong upside potential for CIA plans to leverage through the significant level of investment in Bloom Lake made by previous owners,... Show More

In the AFR today I highlight that Australia's main fixed-rate, or Composite Bond index has once again been hammered, suffering significant capital losses as the world reluctantly accepts that long-term interest rates need to rise. Show More

Scott Power and Derek Jellinek discuss CSL Limited, Healthscope, Ramsay Health Care, ResMed, Sirtex Medical, Nanosonics, and Ansell following reporting season. Transcript, podcast and video below. Show More

Investors have traditionally turned to the share market for growth, but with the ASX 200 still sitting well below its pre-GFC highs, alternative investments are becoming increasingly popular. From less than 5% of the industry in ’97, alternative assets now account for nearly 20% of funds under management. Show More

Amazon and changing consumer habits claimed another victim during the week with US ‘category killer’ Toys R Us filing for Chapter 11 bankruptcy protection. This brings the total number of US retailers that have filed for Chapter 11 to 24 this year, up from 18 in 2016, according to S&P... Show More

"Bear markets are inevitable: the question is not if, but rather when, the next one will occur. The problem is that, while bear markets are very obvious with the benefit of hindsight, they are very difficult to identify in real time." Show More

In this short video we discuss CM8’s performance over the last year, which saw the group achieved record results in the 2017 financial year with revenue growing 16% to $43.9 million Show More

Shares in graphite hopeful Black Rock were smashed following Tanzania’s asset grab. But a PFS finds its project will still deliver strong returns thanks to low costs. Plus, Nzuri Copper gets hot and sweaty in the Congo as it prepares to release a feasibility study on its high-grade copper-cobalt project.... Show More

In the uncertain world of investing, evolutionary instincts sometimes lead us to see patterns when there are none. While humans are susceptible to biological weaknesses when it comes to investing, computers and machines suffer from a lack of perspective. Most of the research in machine learning and artificial intelligence is... Show More

The market isn’t always right, but a lot of the time it is. As Howard Marks once said, “You can’t do the same things others do and expect to outperform.” Dawn Kanelleas from Colonial First State and David Allingham from Eley Griffiths share their view on four out-of-favour names. Show More

If you want to outperform over the long-term, buying great businesses isn’t enough. Clay Smolinski, Portfolio Manager at Platinum Asset Management, says you need to look for good businesses at great prices. Show More

Following share price weakness ahead of its full-year result, we added Reliance Worldwide Corporation to our portfolio. Reliance is a global plumbing supplies business specialising in reliable and premium branded water flow and control products including the market-leading 'SharkBite' push-to-connect fittings. Show More

Precious metal prices have been in full retreat the past few weeks, with the price of gold declining toward USD $1300oz. This pullback has had a number of drivers including an easing of the ‘safe haven’ bid as markets fade the rhetoric to do with Korea, the USD catching a... Show More

In this short video we discuss: SOL’s long history of increasing dividends and the factors that contributed to the group’s full year results; Factors that are feeding into the outlook for companies that comprise the SOL investment portfolio including; New Hope Group (NHC) , Brickworks (BKW) & TPG Telecom (TPM) Show More

UBS recently stripped down a Chevy Bolt, the 'first real mass-segment EV', to answer key questions about the EV segment’s future, and resulting implications across the supply chain, including some notably bullish calls on key raw commodities. Show More

I hope to enlighten potential investors about the tricks used by fund managers to ‘window dress’ their performance. Some of these tricks can be backed out and where possible I have provided the math below. Show More

As expected (by me and pretty much everyone else) the Fed held interest rates unchanged and announced that it would commence its balance sheet normalization plan in October. The balance sheet normalization plan involves gradually ceasing reinvestment of principal from maturing bonds, and will result in a passive/automatic run-down... Show More