Thursday, 21 March 2019
In equities, commodities, bonds and currencies, 2019 has all been about The Fed and Beijing reversing policy. Both have done 180° turns on their 2018 policies.
Monday, 18 March 2019
Let’s try to assess 2019 ahead, based on what we can see that could drive stock prices and what history says makes sense.
Saturday, 16 March 2019
US stocks were again in the green as the S&P500 was on track for the best weekly gain for three months. It would have been better if Boeing’s problems hadn’t surfaced.
Thursday, 14 March 2019
Cinemas are still a great business when the content is right and some cinema-related stocks on ASX and overseas exchanges offer value.
Monday, 11 March 2019
Let me share with you how I’m playing the changing cards that we’re now being dealt from the local and global economies.