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Forget pizza, bruschetta, risotto and pasta. What I most miss about Italy is mortadella, a pork sausage flavoured with spices and pistachios. It may not be fancy but...

A positive start to a very busy week for markets with the Telco’s leading the charge higher today. CBA in focus with the announcement of a new CEO, an internal...

Jennifer Westacott, the CEO of the Business Council of Australia recently pointed out that if the US moves and other nation follow through with their pledges,...

GBST (ASX:GBT) is an Australian based fintech company with two main businesses across securities trade clearing and Platform technology solutions. The business has...

Using two examples that fit into our Megatrend framework of rising Asian consumption, we highlight how we assess allocating capital to one stock in our universe that...

I keep a track of what some of the better fund managers are doing. It is all part of my "Flow Analysis" highlighted in this article. Below is a table from the AFR on...

This cartoon represents all of us trying to call a top in the equity market. There are of course three possible outcomes in that endeavour: too early, too late or just...

Should you rent or buy? It’s the classic housing dilemma. However, with property prices being as high as they are, renting is increasingly looking like a more...

Gold prices have continued their march higher in the last 24 hours, currently trading near USD $1355oz. Silver has also rallied, continuing the impressive run in...

It is a continuing curiosity of investing that people can be so obsessed with trying to predict the future yet at the same time find it so difficult to think beyond...

The local market followed overnight leads lower today, however buying kicked in and we fared better than most international markets. Banks were weak, and materials...

Plato Income Maximiser (ASX:PL8) is a listed investment company that aims to provide investors with regular income by investing in a portfolio of Australian large and...

Following Marks’ last memo, many media sources (though not this author) reported that Marks was ‘ultra-bearish’. Some even went as far as to report that he’d said,...

Sigma is a wholesaler of pharmaceutical products. It acts as an intermediary distributor that buys drugs from manufacturers and sells them to the pharmacies that...