Monday, 20 May 2019
The positive effects of this election result has been beaten to the punch by a stock market that instantly added 4% to CBA, 67 points on the All Ords and so on.
Saturday, 18 May 2019
As one headwind changes with the arrival of election day, I’m hoping that if we do see a PM Bill Shorten tonight that his acceptance speech will be as well-received as Donald Trump’s was in November 2016, w..
Thursday, 16 May 2019
Charlie has been on the ground in New York trying to understand what’s driving this market volatility and whether it provides another buying opportunity in leading US equities or if it’s something more seri..
Monday, 13 May 2019
Where are we with this trade war ‘stuff’? Should we take profit ahead of a big sell off?
Saturday, 11 May 2019
The trade war has begun! Tariffs have been enacted, meaning that the 10% slugs on Chinese exports to the USA will now be pushed up to 25% but goods already on their way to the USA will be given an exemption.
Thursday, 09 May 2019
The mega trend is digitisation and we’re in its early stages but will accelerate in coming years. And Microsoft sits at the epicentre of this digitisation trend.