popular wires

Our team were chatting recently about the amount of change in markets and economies over the last 12 months or so, and some of the weight of numbers that keep building...

Pro-value cycles have historically been long and durable. The evidence suggests we are in the early stages of what may be a powerful period of value outperformance....

The local market fell from the start and then spent the rest of the day in relative volatile negative territory. Australian budget was mainly ignored as the main show...

For years now, central banks have been targeting 2% inflation as a goal, so far unsuccessfully. But at least (as far as the US is concerned) that could be about to...

Once the darlings of the ASX, the WAAAX stocks have recently tumbled from their throne. It would appear the hullabaloo around inflation (utter kryptonite for stocks...

Deliveroo has been dubbed London’s ‘worst IPO in history’ after its shares fell 26% in the first day of trading, which was the last day in March. Some say it was just...

Orr was crazy. That meant he didn’t need to fly any more US combat missions in World War II. The rules said all Orr needed do to be grounded was to ask. But, as Doc...

The iron ore market has continued to boom since my note in late August last year with the benchmark 62% price hitting USD220/tonne, a far cry from the ~USD120/tonne...

It's been a rocky road for equities over the past 12 months with volatility reaching all-time highs. Meanwhile, fixed income investors haven't exactly been on easy...

With the regular news cycle and upheaval of last year it is easy to overlook huge changes taking place in how the world generates and consumes energy. Though recent...

For all the leaps and bounds in medical science, the know-how behind detecting diseases hasn’t changed much in decades – or even centuries. Take X-rays, which are...

Global mergers and acquisition activity topped US$1.3 trillion in the first quarter of 2021, setting a new record for the strongest opening period ever and suggesting...

The local market fell from the open and then mainly traded aimlessly near the lows of the day. Investors are worried about inflation in the US - and the latest China...

As world economies start to bounce back after their COVID-19 lockdowns, inflation is back on the agenda. US Federal Reserve Chairman, Jerome Powell, thinks the current...

Why limit yourself to Australian real estate investment trusts (A-REITs) when there is a whole world of property you can invest in? Global REITS (GREITs) have a market...

You can be forgiven for thinking the content of this evening's yet-to-be-announced Federal Budget already feels like yesterday's news. (That's the 24/7...

As Geoff Wilson prepares to go to 'war' with his latest LIC (his "preferred investment vehicle" according to the WAR prospectus issued on Friday), the world's biggest...

As we approach the halfway mark of 2021 it’s fair to say there’s a lot going on. The first 100 days of the Biden presidency have elapsed, the COVID-19 vaccine is...

A low turnover approach to investing has been championed by more than a few investors, from local legend Joe Magyer (of Lakehouse Capital) to the Oracle of Omaha,...

The local market followed the US-market lead into a stronger than expected positive day with global investors dominating the trade. We are now into the eighth...