kardinia Capital

As the era of easy money comes to an abrupt end and conditions normalise, markets are now rewarding stock pickers more than ever. Easy money has driven the...

I recently spoke to Bennelong Funds Management's Stuart Fechner about the insidious nature of inflation and the spectre of a recession - as well as the surprising...

In his 8-minute speech at the recent Jackson Hole symposium, US Federal Reserve Chair, Jerome Powell, fundamentally shifted the market outlook. Powell strongly...

As stocks have wobbled, investors have bemoaned having no place to hide – not even in gold. June alone saw the market fall a whopping 8.97%. However, short positions...

Jerome Powell's re-election as Federal Reserve chair late last year was a relief to investors, but a few short months later his credibility is now on the line. As...