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Despite the rising trade tensions and escalating geopolitical risk, gold has remained largely range bound in 2018, so far unable to break through and hold above USD ...

This week’s guest on the podcast is Peter Cooper, founder and Chief Investment Officer of Cooper Investors, one of Australia’s leading boutique investment firms. His...

There’s an old saying that ‘there is no such thing as bad publicity.’ If you’re in the news you’ll stay top of mind – for better or worse. Right now a number of...

Too many companies are milking, not nurturing, their competitive advantage. That might help this year’s profits, but the long term impact can be damaging. “Well, the...

In my AFR column I reflect on Xi Jinping's masterful manipulation of Donald Trump and why a profound change in global hedging costs could radically reduce the returns...

On the back of the worst March quarter since 2008, indicators show the end of the current cycle is in sight. Trump’s jostle with China is more of a concern than his...

The rhythm of life is no different to the rhythm of economic and corporate cycles. The optimism of birth, the excitement of growing up, the cynicism arising from the...

Over the past month our leading indicators of the industrial cycle have shown signs of peaking. The real question is whether this suggests the industrial cycle is...

“In the short run the market is a voting machine but in the long run it is a weighing machine.” Benjamin Graham The father of value investing, Benjamin Graham,...

Readers might well be aware of the challenges one of our long-term holdings, alternative asset manager Blue Sky (BLA), has faced since Glaucus, a US based short...

A very choppy day, particularly in early trade by the ASX with the market sold on open only to rally +35points in short order before dropping the (exact) same amount...

Two quick charts looking at the risk and return trade-off between ASX equities and ASX major bank hybrids. The first chart considers the current cash (unfranked) and...

Australian capital city home prices fell 0.2% in March, their fifth monthly fall in a row. This has brought annual growth down to 0.8% from 11.4% in May last year....

The share price of tech market darling, Tesla, rose inexorably more than ten-fold between early 2013 and early 2018. One manager not convinced by the hype was Jacob...