Latest Commentary

Monday, 29 April 2019

Overseas stocks I’d consider buying now


If you’re thinking of diversifying into foreign stocks, here are my two tests that drive my investment selection. And if you’re constructing an overseas portfolio now, because the timing is tricky, I’d th..

Saturday, 27 April 2019

Saturday, 20 April 2019

Thursday, 18 April 2019

4 alluring thematic ETFs


Thematic ETFs are huge in the U.S., less so here. Investors can choose from obesity ETFs, video-game ETFs, biblical ETFs, whiskey ETFs, marijuana ETFs and Millennials ETFs. They offer a diversified entrée to g..

Monday, 15 April 2019

Good franking credits news


The best news I’ve heard for a while was that the Centre Alliance Party should hold the balance of power in the next Senate and would oppose Bill Shorten’s unfair policy on tax refunds linked to franking cr..

Saturday, 13 April 2019

Thursday, 11 April 2019

Has the bell tolled for the bull market?


A negative yield curve is the most reliable pointer to when a bull market in shares is over or nearing its end.  Does this mean it’s time to leave the share market or at least lighten up on shares? A cursory..

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