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Market liquidity and company profits are the twin engines of a bull market. So with liquidity draining, will profit growth be enough to sustain the market? We asked...

At Lakehouse Capital we're always on the lookout for industry leaders that are gaining share of growing markets. We backed two more recently and discussed the...

The market brushed the weakness seen overnight to trade around even for much of the session. Just like yesterday it ebbed and flowed around 6220 handle on the ASX 200...

The most talked about harbinger of a recession is the inverted yield curve. Google trends show recent internet searches on “inverted yield curve recession” have...

The Federal Budget announced an eye catching national $100 billion infrastructure investment program over the next 10 years. All infrastructure spending is good...

There has been a material slowdown in China’s growth rate in recent years which in part is due to regulatory upheaval in the shadow banking sector. Here we offer an...

As many millennials are now reaching the age at which they start to take over the grocery shopping responsibilities, it is not surprising to observe significant growth...

A journey through the lower level of any department store around the world will show an investor the extraordinary disruption that has been laid bare by the likes of...

The market ebbed and flowed around 6220 handle on the ASX 200 today – the positive influence from the material stocks offset by some selling amongst the banks – CBA...

Last fortnight bond yields globally dropped to the low end of recent ranges and reached new record low levels in Australia, driven by a growing consensus view of...

The Credit Suisse Asian Investment Conference is an annual event bringing together the best business and investment minds globally. At the Conference just concluded we...

In our first note on Active Manager Skill in Australian Small Companies (February 2019) we highlighted that in order to determine if a manager can deliver long-term...

US Futures + Asian markets were all lower on the session today, however Australian stocks rallied – the ASX 200 up by 40pts – closing on its highs - thanks largely to...

Using earnings multiples for valuing companies with finite life assets can cause potential issues especially as those life assets approach the end of their useful...

The minority of Australian TV viewers that chose the Budget Address rather than tuning in to Married at First Sight were still entertained by coverage that combined...

Champion Stocks all have a long term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding...

At 1.4km long, Rio’s Winu copper-gold find in WA was already extensive. But new satellite images reveal drilling now extends over 3.3km. Plus, a new research report...

On recent trips to the local supermarket you begin to notice that the cost of the shopping appears to be getting a little more expensive. Friends have been talking...

The share market may be hovering around an all-time high but that doesn't mean that every stock has been in winning form. While it's always important to select stocks...

The downside momentum continued today, the local market selling off quickly from the open despite the futures pointing to a muted start. The index closed over 100...