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It is often the ‘old-school’ print advertising that draws me in. This week, the newsagents are at it again, spruiking lotto tickets for the Powerball: “$100 MILLION...

The Big Short’s Michael Burry has likened passive index funds and ETFs to subprime CDOs. He is the guy who made a small fortune betting against CDOs in 2007-2008. ...

In Australia we’re fortunate to have some very talented women in funds management. Catherine Allfrey is one of them. After a chance encounter at a Wesfarmers event in...

In the current low growth environment, it is stocks with superior quality and earning power that are delivering great results for investors. Strong management,...

Australian economic growth has slowed to the weakest since the GFC. Talk of recession remains all the rage. And economists don’t have a great track record in...

It's that D-word again. Deflation is knocking at the door of the global economy, as predicted back in February. But who is going to answer, and who is really at the...

Today I explain why this housing boom is very different to its predecessors, and should not constrain the RBA from cutting rates further to hit its inflation and...

We recap some of the profit reporting season highlights from this week including Corporate Travel Management, Uniti Group and Galaxy Resources. Full reports are...

Traditional value investing typically relies on investing in average businesses that are heavily reliant on a strong economy for compounding earnings growth. Hyperion...

The Aussie dollar had its best week since June, bolstered by equity sentiment linked to US-China trade talks and Hong Kong, while local data was good enough for the...

Only a decade removed from the Global Financial Crisis (GFC), it may seem a bit counterintuitive to label banks as more of a ‘cushion’ than a ‘cause’ of the next...

The market finished the week on the front foot today with the gains from yesterday and today enough to more than offset the soft start to the week. Today the 10...

The market has closely followed and quickly reacted to news about the trade negotiations between the USA and China. The resolution or escalation of trade disputes...

In an episode of the hit sitcom Seinfeld, when perennial loser George complains that every decision he has ever made was wrong and that his life is a failure, his...

Spare a thought for Wesfarmers’ boss Robb Scott.To the surprise of no one, shareholders in Scott’s $776 million lithium takeover target, Kidman Resources, voted...

On the micro-level, a failed or splendid financial performance release can have a noticeable impact on a company's share price up to three months down the track.On the...

As the dreaded ‘R’ word continues to be thrown around in the media, fixed income prices have risen quickly but with decreasing yields as interest rates are still a hot...

Newspapers sell fear, while equity markets sell optimism. Basing an investment strategy on the latest financial headlines is a great way to destroy capital. But while...

An interesting session locally with the market opening higher before news broke around 11.30am that China and the US has set a date to continue trade discussions in...

In the last two decades, Asia has become a powerhouse of global growth. Demographics and digitalisation are fuelling a boom economy that’s expected to continue for...