us equity markets

The top end of sharemarkets is no longer representative for what's going on beneath. This is not a new phenomenon either. Time to take note.

Why filtering noise, why a long-term focus, and why independence all matter. A lot.

The US is better poised to capture emerging growth themes than Australia, which could play out again in 2026.

A follow up from last week, that highlighted two things to worry less about.

And coming next week - 1 thing to actually worry about.

Despite concessions, the trade war still entails a very large shock for the US economy.

Economic expansion typically sees equity multiples rise and profit margins grow.

Did you see the front page of the AFR this weekend? I did....I'll show you.

If you want income, Aussie stocks are great. But if you want growth, there's no getting around it - they’re not so great.

As a young fund manager I got an email on a Friday afternoon from the top portfolio manager at my previous firm. It was sent to the whole team and simply said ‘Hope...