Editor’s Pick
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Why we aren’t concerned to see volatility rising
Tim Kelley
February 13, 2018
In this week’s video insight Tim gives you a perspective on how we’re thinking about the recent market moves and trying to position for a good long-run outcome for our investors.
by Tim Kelley Posted in Editor's Pick, Video Insights.
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Why rising interest rates have sent the Dow south
David Buckland
February 6, 2018
Over the last six months, the US Dow Jones Industrial Average has soared 20 per cent to 26,500. But over the past week it has shed over 2,000 points or 8 per cent. The reason: a surge in yields on US Ten Year Government Treasury Bonds, which hit a four-year high of 2.86 per cent. With interest rates climbing, it’s time for investors to tread more warily. continue…
by David Buckland Posted in Editor's Pick, Market commentary.
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The most common mistake made in estimating the value of a company
Stuart Jackson
January 30, 2018
In this week’s video insight Stuart discusses discounted cash flow valuations and the most common mistake made in estimating the value of a company using this valuation methodology.
by Stuart Jackson Posted in Editor's Pick, Video Insights.
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7 bitcoin alternatives
Lisa Fedorenko
January 25, 2018
This is a follow-up piece to part 1, in which we discussed some of the technical limitations of the Bitcoin blockchain implementation. Today I’m going to give a brief introduction to seven[1] alternative cryptocurrencies. I will start with four strongly performing currencies which aim to address some of the issues in Bitcoin. Then I’ll introduce three more amusing alternatives. continue…
by Lisa Fedorenko Posted in Editor's Pick, Foreign Currency.
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If the VIX is low, is it time to go?
Scott Shuttleworth
January 23, 2018
The Volatility Index – better known as ‘the VIX’ – is the most widely followed measure of stock market risk. Since March 2012, the VIX has remained stubbornly low, and some see this as a sign of a frothy market that’s about to sell off. I don’t necessarily agree, but what’s the best investment strategy just in case they’re right? continue…
by Scott Shuttleworth Posted in Economics, Editor's Pick, Market commentary.
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5 burdens of Bitcoin
Lisa Fedorenko
January 17, 2018
With all the volatility and noise around Bitcoin – we’ve written a few pieces about it here and here. Whilst it may have a first mover advantage – that doesn’t make it the only cryptocurrency worth understanding. Today I want to discuss some of the technical limitations of bitcoin. continue…
by Lisa Fedorenko Posted in Editor's Pick, Foreign Currency.
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This year, you’ll be safer if you swim between the flags
Roger Montgomery
January 17, 2018
Only time will tell if a bull or bear market awaits investors in 2018. There’s plenty of ammunition for both scenarios. But I think it will pay investors to look closely at the boundaries marked by the bull and bear cases, and treat them like the flags between which they must swim.
continue…by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Is it too late to buy Bitcoin?
Roger Montgomery
December 19, 2017
Right now, you may be wondering: is Bitcoin a speculative bubble? And, if it’s not, is it too late to buy in? Well, the answer to that is: it depends. To my mind, the price of Bitcoin is going up because people think it will keep going up. And that’s pure speculation. But not everyone agrees. continue…
by Roger Montgomery Posted in Editor's Pick, Foreign Currency.
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Is Bitcoin a rational investment?
Tim Kelley
December 15, 2017
Bitcoin has enjoyed an extraordinary surge in both value and public attention recently. The chart below maps the rise in the price of a Bitcoin in USD over the last few years, and a similar chart could probably be plotted for the number of column inches, the number of internet searches and the number of experts confidently proclaiming it to be either a speculative bubble, or the gold of the future. continue…
by Tim Kelley Posted in Editor's Pick, Foreign Currency.
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Brisbane glut sees price of flats slip by $81,000
Roger Montgomery
December 14, 2017
We have been banging on about a fall in property prices for some time (see our March ’17 blog post Brisbane Apartments are Ground Zero and our November’ 16 post I am calling a short sell on Australian residential apartments). continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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