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Global vs US PE10 Valuations: One of the most interesting aspects of the past decade has been the divergence in valuations between the USA and the rest of the...

Over the years, Spatium Capital has written about and been interviewed on many topics – the Russian invasion of Ukraine, the Omicron strain, the Delta strain,...

Financial conditions are central to the US outlook. Fed Chair Jerome Powell stated earlier this year that "Policy works through financial conditions. That's how it...

So here’s the conundrum: if workers are only present in their offices a few days a week and an investment into commercial office buildings will surely suffer as a...

There is, it seems, a price for everything. For the first time since the market plunge in March 2020, more company bosses and other senior executives were buying...

Markets have been rough so far this year. The Dow Jones is on its worst losing streak since the Great Depression. Brent crude oil has been swimming above US$100/barrel...

“Necessity is the mother of invention” is a timeless proverb that originated thousands of years ago in ancient Greece by the philosopher Plato. Yet it remains...

Returns on bonds can be further increased when bonds approaching their maturity or call dates are reinvested ahead of time. We look at the benefits of actively...

You may have heard of Chris Brycki, the founder and CEO of Sydney-based online investment company Stockspot. The last time he appeared on this platform he quite...

One of the most striking responses during Oberg’s latest interview related to investor sentiment: “I’ve never seen the market more one-sided in that any company with...

When threats are lurking, with size comes safety. Just look at birds: the larger the flock, the less prone they are to predators. The same applies to investing - when...

In the AFR I write that back in early 2020, this column dusted off its double-barrel “shottie” and went hunting housing bears, which were confidently roaming...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and post on Twitter. The purpose of this post is to add extra colour...

Let's face it, it has been hard going in the small caps space - which is down almost 18% this calendar year. As soon as you get headwinds such as inflation and rate...

Uncertainty. Headwinds. Volatility. Every minute of 'now' seems to chafe for investors, or burn outright. With inflation on the rise, the Russia-Ukraine war...

The week ended on a sour note today with the ASX following the US market’s lead with inflation fears being the main driver. Banks found some support early in the day...

As interest rates begin their gradual ascent in Australia, there are a lot of nerves in the domestic property market. Dr Philipp Hofflin from Lazard Asset...

A 50 basis point hike by the Reserve Bank of Australia (RBA) was clearly a surprise for financial markets.  The RBA’s rationale for increasing interest rates was...

Well-run retailers are generally excellent businesses to invest in. They generate high returns on equity with minimal debt requirements. They also generate strong...

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