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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/macro">Macro</a>

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          <time datetime="2019-05-15T14:00:59+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 15, 2019 14:00</time>
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              The &#39;Trant&#39;
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  Trant - def: (A rant on Trump) - Trant – verb, noun - verb: Trant; 3rd person present: Trants; past tense: Tranted; past participle: Tranted; gerund or present...
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        Marcus Today
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          <time datetime="2019-05-15T13:37:37+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 15, 2019 13:37</time>
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Learning from your <span class="whitespace-nowrap">mistakes<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Going against human instinct and taking a contrarian approach to investing is not for everyone. It takes practice, and commitment in your convictions as well as...
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          <time datetime="2019-05-15T12:18:53+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 15, 2019 12:18</time>
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              Taxing times for investors
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The ALP is proposing a raft of tax changes that will negatively impact after tax outcomes for many Australian investors should they be enacted.  Arguably the most...
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          <time datetime="2019-05-15T11:33:54+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 15, 2019 11:33</time>
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              Why we still back Buffett
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
     With the climate of political polarisation, an unprecedented shift in monetary policy, and trade wars all impacting markets globally, you need a safe pair of hands...
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          <time datetime="2019-05-15T09:55:00+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 15, 2019 09:55</time>
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Is the proposed TPG-Vodafone merger impacting <span class="whitespace-nowrap">Telstra?<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  We’ve recently seen some developments in relation to the proposed TPG-Vodafone merger, including the ACCC announcing it will block the merger. By way of quick recap,...
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        Montgomery Investment Management
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          <time datetime="2019-05-15T09:16:29+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 15, 2019 09:16</time>
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              The New Criterion: tackling the blight of plastic waste
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   With both China and India closing their borders to plastic waste imports, the pressure to address the problem elsewhere has increased by several notches.  In short,...
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        Independent Investment Research
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              The End of the Housing Correction
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  The latest episode of our very popular Complexity Premia podcast is now live where we discuss: the coming of Aussie quantitative easing (QE); the eruption of...
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        Quay Global Investors
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              IOOF Holdings: Show me the money (for provisions)
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  ANZ Wealth P&amp;I transaction under threat: IFL has released an update on the pending ANZ Wealth P&amp;I acquisition, with some key negatives being the loss of income, and...
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          <time datetime="2019-05-14T12:27:20+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 14, 2019 12:27</time>
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              Low growth, high volatility
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  Back in December last year when I sat down to write my outlook piece for the Australian market in 2019 I was surprised how positive I was relative to other investors...
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          <time datetime="2019-05-14T10:17:51+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 14, 2019 10:17</time>
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              Are there opportunities hidden among the worst performing LICs?
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  Last month, we set out why the worst performing funds in recent times can be amongst the winners in the future. In summary, Research Affiliates showed that the top 10%...
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  Here are some of the standout charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities...
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          <time datetime="2019-05-14T07:00:23+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 14, 2019 07:00</time>
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              Netflix has a 13 year head start - can Disney still succeed?
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          <time datetime="2019-05-14T06:30:13+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 14, 2019 06:30</time>
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>What keeps Phil King up at <span class="whitespace-nowrap">night?<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  Philip King, CIO at Regal, is one of Australia’s most experienced investors and we recently took the chance to hit him with three simple questions about investing....
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          <time datetime="2019-05-13T17:50:04+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 13, 2019 17:50</time>
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  Another fairly busy session today with weakness in US Futures before our open this morning thanks to Trump’s tweets over the weekend ensuring we opened on the back...
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          <time datetime="2019-05-13T13:48:32+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 13, 2019 13:48</time>
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Common causes of stock <span class="whitespace-nowrap">mispricings<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  If the definition of crazy is doing the same thing repeatedly and expecting different results, then Mr Market is undoubtedly crazy. Simon Shields, Principal at Monash...
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          <time datetime="2019-05-13T11:43:45+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 13, 2019 11:43</time>
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              No ticking time bomb in Australian BBB bonds
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  One of the advantages about marketing and managing a corporate bond fund in Australia, is the amount of people we meet which gives us the opportunity to listen to...
</div>

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        Artesian Capital Management
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