On the 3rd of July, the S&P500 index closed at an all-time high 2,996 points. But are equities that expensive? read here
-
How record low interest rates have changed investing
David Buckland
July 19, 2019
For 20 years before the GFC, the RBA cash rate averaged 6 per cent; now it’s 1 per cent. This ‘new normal’ is great for borrowers, but a disaster for savers. And it’s driving investors to take increasingly greater risks. Continue…
by David Buckland Posted in Market commentary.
- save this article
- POSTED IN Market commentary.
-
Is Trump winning the trade war?
Daniel Wu
July 19, 2019
Shortly after the high-stakes meeting between Presidents Trump and Xi Jinping at the G20 Summit resulted in a temporary ceasefire and agreement to resume trade negotiations, Trump was taking to the airwaves to declare that the U.S. was winning the trade war and “winning big”. Few would consider an agreement to resume negotiations to be a sign of winning, so are Trump and Xi any closer to a deal now than they were prior to the G20? Continue…
by Daniel Wu Posted in Global markets, Market commentary.
- save this article
- POSTED IN Global markets, Market commentary.
-
Internet Advertising is Accelerating
Christopher Demasi
July 18, 2019
Every year around this time Mary Meeker, partner at venture capital firm Kleiner Perkins and former star technology analyst with investment bank Morgan Stanley, publishes “Internet Trends”. The document consists of more than 300 slides illustrating key online trends around the world. I always find it fascinating and a great way to keep tabs on how the Internet is serving users, merchants, advertisers, publishers, platforms and more. Continue…
by Christopher Demasi Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like.
-
Money News 16.07.2019
David Buckland
July 17, 2019
In this interview on Money News, David Buckland joined John Stanley to discuss China’s economy and how the African Swine Fever epidemic, affecting China’s 25 provinces, could benefit Australian exports of beef and lamb.
by David Buckland Posted in Radio.
- LISTEN
- save this article
- POSTED IN Radio.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
Four major themes in the Chinese tech sector
Lachlan Mackay
July 17, 2019
In this week’s video insight Lachlan identifies four major themes in the Chinese tech sector including 5G, artificial intelligence and social credit. While news reports suggest near-term headwinds such as US tariffs are slowing China’s GDP, their longer-term commitment to being the future of technology remains well and truly on track.
by Lachlan Mackay Posted in Video Insights.
- watch video
- save this article
- POSTED IN Video Insights.
-
Book Retailing: Back to the Future?
Amit Nath
July 16, 2019
Elliott Management, the activist U.S. hedge fund, famous for seizing an Argentinean ship after the country refused to make good on a bond payment, once again acquired a somewhat unusual asset, this time a chain of bookstores called Barnes & Noble. Continue…
by Amit Nath Posted in Companies.
- save this article
- POSTED IN Companies.
-
Recent data suggest the slowdown is just beginning
Roger Montgomery
July 16, 2019
The latest RBA rate cut indicates all is not well in the Australian economy, and retail and housing data seem to back this up. It’s time to be selective about where you invest. While sentiment might have improved of late, actual spending hasn’t picked up. Continue…
by Roger Montgomery Posted in Market commentary.
- save this article
- POSTED IN Market commentary.
-
Which music streaming service is growing the fastest?
Andrew Macken
July 15, 2019
Did you guess Spotify? Apple Music? Those would be logical given they are the industry leading digital music streaming platforms. But those would also be incorrect. In fact, the correct answer is: Amazon Music. Continue…
by Andrew Macken Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like.
