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.
Saturday, 15 June 2019
My job in the Switzer Report is three-fold. First, I tell you what’s going on. Second, I do my best to explain what’s likely to happen to your investments.
Thursday, 13 June 2019
If the US was to crash (possibly triggered by its economic war with China), other markets would not escape the shock. So a shift in emphasis from shares to bonds in what could be a problematic year is tempting...