Saturday, 29 December 2018
Santa came late this year and had a lot to make up for with that big sell off on Christmas Eve, making the festive fare harder to enjoy for yours truly.
Saturday, 22 December 2018
The ‘Mad King’ and a cast of market-killing characters seem to have ‘murdered’ Santa and his often annual rally gift for Wall Street.
Monday, 17 December 2018
Bloomberg has hyped up the headlines about recession and “pools of gloom” for stocks but the recent run of economic data has made me less confident about my optimism right now but I’m still looking for re..
Saturday, 15 December 2018
Donald Trump came good this week but the growth implications of his trade war have come back to bite him, Wall Street, the local stock market and our portfolios!
Thursday, 13 December 2018
Benign inflation, an easing of long-term yields, and GDP growth coming back to sustainable levels should leave equities in a “sweet spot”.
Monday, 10 December 2018
I’m starting to buy stocks, even though the bank black cloud and the Royal Commission hangs over financial stocks.