politics

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Finance Close to half of US retail...

The start of a new year is when many people spring clean the house. Slightly less unpleasantly, it’s also a good time to review your collection of investments....

Investor sentiment is very bullish, should we be fearful? One-third of S&P 500 companies have seen their year on year earnings decline. Vanilla equity indices are...

Freight volumes continue to point to miserly global economic growth ahead. Global business sentiment is at its lowest since the financial crisis. US margin debt has...

S&P 500 companies are paying out over 100% of their free cashflow as dividends and buybacks, even though earnings growth has been flat for the last two quarters and is...

FedEx shares slumped after it cut its earnings outlook citing global economic weakness. The global credit impulse points to better growth in the first half of 2020...

The heavy fall in global semi-conductor sales looks very similar to the fall during the financial crisis. US manufacturing and services PMIs have slumped in August....

American leading economic indicators have had a bad month. US small business employment has fallen, just like it did in early 2008. Freight indices are at ugly levels....

Global semiconductor sales have plunged as if a recession is occurring. Morgan Stanley’s business confidence indicator has plunged to financial crisis lows. South...

Global trade and air freight volumes have gone negative. New York City has a glut of luxury apartments for sale. Ten year returns look fantastic now that the losses of...

Incumbent Prime Minister of India, Narendra Modi, swept to a significant victory as the National Democratic Alliance (NDA) captured an estimated 357 seats of the 543...

No income, no asset loans are back in America. Inflated consumer credit scores are understating the risk American lenders are taking. Increasing credit card...

Stock buybacks are better at getting cash to executives than shareholders. Hedge fund Element Capital has delivered net annual returns of 21% since 2005. A British...

Today I review research that shows if Labor eliminates negative gearing and increases capital gains tax by 50%, national house prices could fall 9-12% on top of the...

With a potential change in Federal government on the horizon, in this thematic discussion, we sat down with Matt Williams from Airlie Funds Management and Rhett ...