Saturday, 29 June 2019
It’s 5am and there’s no word on where President Donald Trump and China’s Xi Jinping stand on their trade deal negotiations. But cautious optimism prevails, with US stock markets in the green.
Thursday, 27 June 2019
The course of interest rates could be confirmed or changed with Donald Trump/ Xi Jinping’s catch up at the G-20 Summit in Osaka, Japan in the next five days.
Monday, 24 June 2019
Anyone not needing to shoot the lights out with their investments should have a reasonable exposure to stocks. Given the terrible term deposit rates, a 50/50 or even a 60/40 exposure for stocks to other assets ..
Saturday, 22 June 2019
It has been a big week for stock market gains here and in the US with two “don’t fight” drivers explaining how equities keep defying gravity.
Thursday, 20 June 2019
We’re in a “TINA” state, where “There is no alternative “ to stocks. With no real return in cash or fixed interest and arguably flat rental and capital growth returns in property, all roads lead to eq..
Monday, 17 June 2019
I’d like to find my next BHP, which I got the hots for in early 2016. However, given the state of the world economy and what’s happening to stock markets, here’s what I like and don’t like right now.