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Inflation fears have taken the lofty tech giants for a wild ride over the past few months, after what was nothing short of a spectacular 2020. The NYSE FANG+ Index,...

The government's policies have been focused on spending and have encouraged Australians to borrow more, driving strong credit growth. However, the more indebted...

Beryl Capital is a strategy run by David Witkin that has typically invested in merger arbitrage opportunities. This strategy has delivered investors net returns over...

Those who twigged Web 2.0 would transform the world over the past decade are doubtless feeling pretty smug right now. And why not? The likes of Facebook, Amazon,...

Getting the "vaccine trade" right was perhaps the single biggest factor for investors' performance in the second half of 2020. Equity markets jumped 10% in November on...

Which were the winning listed companies of the last decade? Just take a look at the pointy end of the global rich list: Amazon's Jeff Bezos, Tesla's Elon Musk,...

I hate losing money, as most do, however being prepared to put capital on the line, to take a risk, and at times come out on the wrong side is the reality of...

With a market cap of more than $200 billion, Novartis is one of the largest pharmaceutical companies in the world and a leader in developing trusted innovative...

The rotation into low multiple - or value - stocks has gathered pace in recent months following an acceleration in the vaccine rollout, combined with additional...

What's the first thing that comes to mind when you hear "shorting"? For me, it's every finance fanatic's favourite film The Big Short. Or, if you twisted my arm, the...

The last 12 months in markets have sure been wild. On average, the top five gainers across the ASX 200 returned a whopping 371.5%. And no to you cynics out there, that...

It was Albert Einstein who reportedly described compound interest as "the eighth wonder of the world", dubbing the process the universe's most powerful force. Whether...

In early 2020, Nathan Lim, head of wealth management research at Morgan Stanley Wealth Management, noticed a strange phenomena. Chinese New Year had just passed, but...

Here's a little sizzling fun fact for your Friday after-work drinks. There is now more than $102 billion invested in exchange-traded funds (ETFs) in Australia, with...

There are so many things in life that remain unanswered: how to cure hiccups, why time runs in only one direction, why there is only one word for thesaurus. However,...

In recent months, much has been said on growth versus value, and tech stocks versus cyclical stocks. But focusing on these labels misses the true underlying driver of...

The latest version of Coolabah’s Complexity Premia podcast, hosted by myself and Ying Yi Ann Cheng, is live where we discuss key developments in macro markets,...

The VIX is uncharacteristically calm at the moment. Since rocketing to an all-time high of 82.69 in mid-March - which was its highest level since its inception in...

They're big, they're bold, but they've been bleeding red through investors' portfolios. Over the past 12 months, ASX darlings CSL (ASX:CSL), Brambles (ASX:BXB) and...

After a year in which Britain almost succumbed to a different sort of wide-ranging existential threat to survival, the words uttered by Winston Churchill in 1940...