coronavirus

The blanket coverage of coronavirus and its impact on the economy can lead to a lot of confusion right now. Some reports are hopeful of anti-viral drugs, others say a...

Australia's exceptional efforts in flattening the COVID-19 curve quickly and crushing viral transmissions means that we may be a victim of our own success. The...

In an yet-to-be-published interview with an overseas media outlet, one of my data scientists touches on the shortcomings associated with the theoretical approaches...

In the midst of a crisis, it’s time to start thinking long term. In five years time, what companies will still be growing? Which companies have what it takes to...

Along with massive fiscal stimulus globally to deal with the impact of coronavirus shutdowns on the economy, the last month or so has also seen massive monetary easing...

We’ve seen the panic. Now we’re enjoying the relief. But the worst is yet to come - and then what? That’s the big issue on the mind of Chris Watling from Longview...

The lyrics “turn and face the strange” from David Bowie’s 1971 hit song “Changes” could not be a more fitting way to describe the challenges investors are facing...

The best way I can think to describe what happened on Friday was that this was US Federal Reserve chair Jerome Powell's "Dirty Harry moment". Whatever guns the hedge...

A lot of people think a model and a forecast are the same thing. They aren’t. They are very different and knowing when you can forecast, and when you can only model is...

We've called the peak in new COVID-19 infections in Australia, which appears to have occurred a week or two ago in line with our contrarian March forecasts (see the...

Since this article on 9th April 2020 we have started to take a few profits - we have a new Livewire Wire explaining that called Taking the Top Off - CLICK HERE. They...

Who knew that in 1982 when Fat Larry’s Band sang “Zoom” that it would become synonymous with the name of the A$57 billion software company that’s enabled the...

Grant Mackenzie, Senior Portfolio Manager at Freehold Investment Management, summed up what’s unique about this crisis with a few, well-chosen words. “We’ve never...

Consistent with our contrarian March forecast, Australia appears to have passed through its peak in new infection cases, and successfully flattened its curve, which is...

I am getting asked a lot about what we think will happen once we pass through the Global Virus Crisis' (GVC) two key regime-changing events that I discussed over the...

COVID-19 has dominated headlines for months and is influencing rapid change in the way we live and work. Change at any time can be unsettling, but combined with a...

Will Coronavirus collapse the Australian Property market? Martin North of Digital Finance Analytics joins the podcast to discuss what his mortgage stress consumer...

Today I will provide a quick update on our latest data analytics on infections, deaths, and our current forecasts for the US and Australia, which seem to be coming to...

After the flurry of central bank policy steps in early to mid-March, the past week has been somewhat less dramatic. To be sure, the US Federal Reserve still managed 6...

Along with the horrible human consequences, the coronavirus pandemic is having a huge impact on the way we live and as a result investment markets. This has raised a...