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When I left my last firm just before the GFC I had a non-compete associated with the sale of the equity as I was a major shareholder. For the first time in my career I...

Local market was smacked down on weaker commodities and then flip-flopped at the bottom despite solid bounce in building approval. US ADP employment data will be key...

Telstra shares are trading at levels not seen since November 2013. That's approaching a 5 year low and 40% below the ~$6.50 high reached in February 2015. Charlie...

Straw hats are cheaper to buy in winter, and the best time to repair a leaking roof is when it's not raining. In a similar vein, when market volatility is low and...

As the era of QE draws to a close, central bankers face a conundrum: Nearly a decade of money printing has suppressed volatility… So, as QE is withdrawn, is volatility...

Last month I wrote about how we are ten years on from the beginning of the credit crisis, but are seeing many of the same signs of hubris that were present then....

Local market climbed out of US weak sentiment to deliver a positive day on the back of better commodities and China data. US data out tonight will deliver more clarity...

The last several weeks has seen Fortescue (FMG) bounce strongly from nearly $4.50 to over $5.80. Some analysts are getting nervous with the iron ore price up here, but...

­­­Whilst we use a megatrend framework to identify a narrow subset of stocks that we then spend more time understanding, we ultimately invest capital on a stock by...

Since mid-June the oil price is up 15%, which has breathed fresh hope into beleaguered energy companies globally. The catalyst for the recovery in the oil price was...

Local market bounced back after Friday’s bashing. Started positive before investors took profit in the last few hours. European markets were negative while US and...

The underperformance of Australian equities in the last year has highlighted the importance of diversifying globally for all Australian investors, not only to seize...

The official manufacturing PMI for China came in at 51.4 in July (51.5 expected, 51.7 previous), and the non-manufacturing PMI at 54.5 (54.9 previous). So at a...