Latest Commentary



Saturday, 30 May 2015

Thursday, 28 May 2015

Monday, 25 May 2015

Saturday, 23 May 2015

Thursday, 21 May 2015

Is it time to pounce?

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Good companies are looking cheap and after some significant selling, financials and banks are offering opportunities for the savvy investor.

Monday, 18 May 2015

Saturday, 16 May 2015

Thursday, 14 May 2015

Monday, 11 May 2015

Which bank now?

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After a rough week last week you might be wondering about the future of banks. Don’t worry, it’s not the end of the world, just yet.

Saturday, 09 May 2015

Data, drama and a Doh! decision

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It's been a week when the RBA boss, Glenn Stevens had a Homer Simpson "Doh!" moment, where our stock market showed how important the dollar is and, more significantly, how important our relative interest rates ..

Thursday, 07 May 2015

Monday, 04 May 2015

Saturday, 02 May 2015

Dollar data drama and Dylan

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The other night on my TV show on Sky, I introduced Kumar Palghat, the MD of Kapstream Capital, with the words of a Bob Dylan song that I think sums up our really weird market situation.

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