inflaton

There’s an old joke about one person asking another how to get somewhere. The answer: “First off, I wouldn’t start from here.” That punchline works for an investor...

Inflation has received a lot of attention in 2022 and the impacts have been pretty widespread so far. For example, supply shortages have resulted in product mark-ups...

In the world of business, there are ‘price makers’ and ‘price takers’. Companies that have pricing power from strong market positions in good industries, with wide...

Central banks remain steadfast in their message that the current bump in inflation will prove short-lived. Companies are less sure. A frequent message we have heard...

The Delta variant has become the predominant strain of COVID-19 in much of the world. In response, we're seeing a return to lockdowns and other socially...

The G & T might be replaced with the T & T on the Northern Hemisphere cocktail circuit this summer – tapering and transitory will feature prominently in conversations...

The local market had a choppy flat day on low turnover. We have now finished three weeks of low turnover as holiday season takes effect. Tech and telecom were the best...

With multiple companies making progress in the vaccine space, we have begun to envisage a post COVID-19 investment world. This article will aim to discuss: 1. The...

Last month, there was probably no one more surprised than Australian Prime Minister, Scott Morrison – or “ScoMo” – to which he is commonly referred. ScoMo had just won...