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Another day where the ‘Pro Australia’ theme was alive and well – the index opening marginally higher before yet another wave of strong buying across the market played...

It’s obvious. Retirees need income. With cash and fixed interest offering low yields, equities are a good place to look for income. On the surface, it may seem easy...

For every company that upgraded their outlook during the Confession Season, for the first half of the 2019 financial year, five companies have downgraded. For the same...

Normally the most important dates in the financial calendar are the releases of their six-monthly profit results in February and August, but for Commonwealth Bank...

Peering in the rear-view mirror, 2018 could be characterised by slowing global growth; central bank policy tightening; and escalating geo-political risk. These are not...

In my last blog, I provided an overview of Vega Capital’s model for identifying and pre-empting recessions in the United States. Last Thursday (at WeWorks Martin...

When I last published to Livewire in May 2018, the macro environment was distinctly negative for risk assets. The USD value of global money supply had been contracting...

The market crept higher again today, continuing with the momentum gathered yesterday, albeit at a slower pace. The banks dragged however that was offset by some decent...

The trade war is dominating headlines and shaking investor confidence in China. But as we enter Year of the Pig, it’s worth remembering this is a long-term growth...

You wouldn’t be human if you didn’t fear loss. Nobel Prize-winning psychologist Daniel Kahneman demonstrated this with his loss-aversion theory, showing that people...

The Commonwealth Serum Laboratories was established in Australia in 1916 to service the health needs of Australia during world War I. Since then CSL has provided...

While the focus is squarely on the banks, there are other areas that may be impacted, some more aggressively so. This obviously includes mortgage brokers such as...

A rather unpleasant end to 2018 saw the S&P/ASX 200 index down 9% over the final quarter. Tactically it has been a blessing in disguise for investors at the start of...

With the results of the Hayne Royal Commission now available for all to see (final report here), fund managers, journalists, and bankers everywhere are scrambling to...

When most investors think of “value investing” they think of the standard quick-form valuation techniques such as low PE and cashflow multiples, solid dividend yields,...

Entering the local reporting season it’s unlikely that sentiment toward the domestic housing market could be much worse. By and large, we share the popular concerns...

Bang…some massive pent up buying / or short covering, probably both playing out in the banking space today as the market clearly voted with its feet, jumping boots and...