Latest Commentary

Thursday, 31 October 2019

Monday, 28 October 2019

Saturday, 26 October 2019

Thursday, 24 October 2019

My stock tip for iron ore


I believe it’s right to be cautious on Australian resource stocks but if you want to have some iron ore exposure, here’s what I suggest you consider doing.

Monday, 21 October 2019

Saturday, 19 October 2019

Thursday, 17 October 2019

The success story of LVMH


One of my funds top five holdings – the world’s leading luxury goods manufacturer and retailer LVMH – has already released an update to the market that defied all the pessimists.

Monday, 14 October 2019

Saturday, 12 October 2019

Deal on but it’s not over yet


Deal on! It’s a partial deal at this stage. By the closing bell on Wall Street, the Dow was up 319.92 points (or 1.21%) but it was up over 500 points at one stage, so the market is happy though it wants somet..

Thursday, 10 October 2019

Stock insight: Nike


A combination of several factors has seen Nike deliver incredibly steady revenue growth for an extended period of time. Here’s why I think this will continue.

Saturday, 05 October 2019

How real are these Recession fears?


Recession warnings in the USA were given a reality test and they failed! The latest jobs report for the Yanks showed 136,000 jobs were created, which wasn’t too far off the 145,000 predicted by economists.

Thursday, 03 October 2019

The drift from cash to equities


Even though I believed in structurally low interest rates, I never thought I’d see the Aussie cash rate and Australian 10-year bonds with “0” in front of them. If the Government doesn’t use fiscal polic..

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