2019 Election

One phenomenon going on at the moment is the buying of stocks that were going to be stuffed by an ALP victory: i.e.: retail, banks, consumer stocks, property stocks,...

The latest episode of Coolabah Capital’s Complexity Premia markets/investing podcast is now live over at Apple here or at Podbean here.In the latest episode we...

In my column today I argue that ScoMo has a powerful economic policy agenda that will drive innovation, productivity and growth, it is just not the big interventionist...

The shock election result at the weekend is very good news for the bank sector. The sector has already reacted with a sharp rise in all the big four banks, as well as...

As very active capital structure investors, we are constantly engaged in repricing the absolute and relative valuation levels spanning preferred equity, subordinated...

The Marcus Today rules include never writing about religion, politics, or the AFL but it's unavoidable today. Rather than pass opinion here are some unbiased collected...

Week in Review The escalation in US-China trade tensions continued to dominate global market sentiment last week, with bond yields dropping lower and equities prices...

In my column today I analyse why ScoMo really won, noting that "during the week I advised my investors, media colleagues and friends that it would not be surprising if...

The week ahead in Australia will no doubt be dominated – at least for those not more enthralled by Eurovision - by the outcome of the election which has seen the...

Today I argue that Australia is behaving like the indulgent and entitled child of a billionaire, quote my own 8 year old's analysis of what the two political parties...

Populism is spreading rapidly and globally, and becoming more aggressive in its implementation and execution. It traverses national borders and can infiltrate...

In my column today I argue that May presents an intelligence test for RBA governor Phil Lowe; explain why the banks are already doing the heavy-lifting for it by...

From an economics perspective, the Federal election is shaping up as one to forget. Australia’s economic growth is currently running at less than our population...

Some might be forgiven for thinking the wheels have fallen off Australian politics over the past decade with the same number of PM changes as Italy, a fractured...

Australia heads to the polls this year for a federal election, most likely on 11 or 18 May. While voting intentions tend to narrow and tilt toward the incumbent as...

Australia heads to the polls this year for a federal election, most likely on 11 or 18 May. While voting intentions tend to narrow and tilt toward the incumbent as...