Buy Hold Sell
Buy Hold Sell

For many years, Fairfax enjoyed its famous ‘rivers of gold’, the seemingly endless cascade of revenue pouring in from its online advertising pages. These 'rivers' have long since carved their own channels though, and as Matthew Kidman from Centennial Funds quips in this entertaining episode of Buy Hold Sell, ‘the... Show More

Daily Report
James Gerrish

Another day where sellers took the gong - the index traded down however there was a lot happening under the hood with the Macquarie Equities Conference underway – more on that below. Most selling happened in the morning on the back of weaker than expected Chinese Manufacturing data – the... Show More

James Gerrish

Money made its way back into the market today after yesterday’s sea of red. Futures showed signs of jitters early in the session but for the most part the market was bid up well throughout the day and saw some particularly strong buying late in the session. Australian construction data... Show More

Marcus Padley

In the last couple of months it has been all about “the market”. We have been more concerned with cash levels than stock selection and as one of my team said yesterday, you know something is wrong when the first word anyone says when they walk into the office is... Show More

Jason Teh

The market corrections in February and October should be a warning to investors that the stock market is highly cyclical. It was inevitable that ‘growth’ stocks, which pushed the market to new highs for many months eventually led the collapse. Investors who paid heed to Howard Marks’ famous quote on... Show More