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I recently finished reading Good To Great. Why some companies make the leap … and others don’t by US author/researcher Jim Collins.Admittedly, I haven’t been exactly...

The Covid-19 pandemic may have brought the world to its knees through both its impact on health and the restrictions imposed in an attempt to control the virus. But...

23 years at Fidelity has exposed Paul Taylor to a raft of industry heavyweights and market-shaping crises. Working with names such as Peter Lynch and Anthony Bolton...

Retailers of out-of-home goods and services will be the sector winners in the next 12 to 24 months, says Firetrail’s consumer analyst Tom Kierath. The COVID-induced...

In the AFR today I write that Aussie housing bears are quickly becoming an extinct species, as we had previously predicted. Read the full column here (or try this...

Local market was trading down with currency most of the morning before an active buy portfolio stepped up at lunch to boost the market…but news of US president and...

Our attention turns locally this week, as the country begins take stock of the coronavirus impacts and look to the future for drivers of Australia’s favourite asset...

Have you ever heard of the Depression of 1920-1921? In the U.S., where historical data are extensive, reliable and widely available, it was painfully sharp but...

Plus, $20m Argonaut Resources offering leveraged exposure to the copper theme and Friedland named on Chalice’s top-20. There is nothing wrong with a $US1,892/oz...

Shortly after arriving in Australia in late August 2000, I witnessed the demise of iconic local company names such as Pacific Dunlop and Mayne Nickless.Both...

Amazon, Google, Woolworths, Tesla. No this isn’t an Ari Gold sales pitch(1) but rather a list of recent contract announcements by ASX companies we’ve seen greeted...

Even the most dependable dividend-paying companies cancelled or dramatically reduced payouts in FY20 – including Australia’s big four banks. And the downward dividend...

Local market jumped up on the open with US market bounce and then faded through the last few hours to finish a positive day. The dominant player in the marker was the...

Since the reports emerged in the media that Responsible Lending laws relating to the banks are likely to be relaxed, we have spent some time talking to various...

The upcoming U.S. Presidential election poses significant ‘event risk’ for global financial markets. This note examines some of the risks and opportunities investors...

Human emotions and biases affect all investors. Left unchecked, these emotions can sabotage financial decisions and generate suboptimal investment outcomes. But...

Several long-term winners can provide investors with access to the digital transformation of enterprise businesses – a multi-decade structural trend turbocharged by...

Looking back over 35 years of investing, I never thought that I would ever see the day in Australia where interest rates are as low as they are today.Ninety-day bank...

Dr Maria Konnikova was an experimental psychologist who decided to take a year out to learn how to play poker, with the aim of winning professional tournaments. She...

It is unlikely global sharemarkets would have rallied back from March lows to all-time highs without optimism over a Covid-19 vaccine. And while progress towards...