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The post-financial crisis bear market bottomed out a long time ago, in March 2009; it is only natural that investors should be asking how much longer the bull can keep...

In the AFR I present my heterodox analysis of this weekend's billion dollar "money fight" between Floyd Mayweather and Conor McGregor, which implies that betting...

Local market recovered from early losses to finish flat on continued commodity optimism. Shanghai index making a big move higher today….positive China sentiment. Base...

Commodity prices have defied pessimism and rallied solidly over recent months on the back of improved Chinese economic prospects, stability on the European political...

In this week’s episode of Buy Hold Sell, Ben Clark from TMS Capital and Alex Leyland from Leyland Private Asset Management share their view on three stocks that...

Lynas is an integrated rare earth mining and processing operation with a rare earth mine in Mt Weld, WA, and a processing plant in Malaysia. It has diligently...

Small-caps offer opportunities for outsized returns, however it’s also an area in which to be especially cautious. Simply buying a basket of smaller companies in...

Will a ‘growth’ or ‘value’ regime dominate in equity markets from here? After ten years of ‘growth’ leadership, the debate around style timing is intense. Following...

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Santos (STO), Scentre Group (SCG),...

Three key indicators we focus on for a health check of the US equity market are: 1) The direction of US leading economic indicators (as a guide to future earnings); 2)...