Insightful Insights

The latest speech by the Governor of the Reserve Bank of Australia (RBA) is well worth a read. RBA speeches typically provide greater insights of issues considered by the Board, and it seems that the Bank is becoming increasingly concerned with the state of global financial markets. continue…

by Ben MacNevin Posted in Financial Services, Insightful Insights.

• 5 Comments
• save this article
• POSTED IN Financial Services, Insightful Insights

As reported in the Sydney Morning Herald, iiNet (ASX: IIN) customers have reportedly experienced internet speed slowdowns from the later afternoon into the evening post the release of its Netflix offering. Note, watching Netflix doesn’t use up any of the users monthly data allowance. continue…

by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.

• save this article
• POSTED IN Insightful Insights, Technology & Telecommunications

If you think Sydney’s record auction clearance rate is high, have a look at the number of billionaire hedge fund managers warning the US Federal Reserve to wait before raising rates, lest it be a mistake from which reversal will not be easy nor pretty. continue…

by Roger Montgomery Posted in Foreign Currency, Insightful Insights.

• 8 Comments
• save this article
• POSTED IN Foreign Currency, Insightful Insights

In Tuesday’s Video Insight I discussed the fact that Australia’s Terms of Trade had nearly doubled from its 55 year average of 67 to 118.5 Index Points by mid-2011. However, with the slowdown in the Chinese economy, I suggested Australia’s Terms of Trade, which had declined 26 per cent to 87.9 Index Points by late 2014, could get somewhat worse over the foreseeable future. continue…

by David Buckland Posted in Insightful Insights.

• 3 Comments
• save this article
• POSTED IN Insightful Insights

We recently received an interesting email, that we thought we should share with our blog subscribers.

continue…

by Roger Montgomery Posted in Insightful Insights.

• save this article
• POSTED IN Insightful Insights

On Friday, Altium Limited (ASX: ALU) reported results from the third quarter and its stock enjoyed a swift ride north to $5.00 shortly after. continue…

by Scott Shuttleworth Posted in Companies, Insightful Insights.

• 3 Comments
• save this article
• POSTED IN Companies, Insightful Insights

My friends Ticky Fullerton and Michael Yanda at the ABC are running a three part series on Sydney’s property market. continue…

by Roger Montgomery Posted in Insightful Insights, Property.

• 2 Comments
• save this article
• POSTED IN Insightful Insights, Property

Just for some light entertainment, here’s a question to test your sense of time and money. continue…

by Tim Kelley Posted in Insightful Insights.

• 11 Comments
• save this article
• POSTED IN Insightful Insights

In a class action funded by IMF Bentham (ASX: IMF), the Full Federal Court of Australia has ruled in favour of ANZ, arguing that late payments on credit card fees are not exorbitant or unconscionable. While IMF Bentham has announced its intentions to pursue the matter to the High Court, the implications of a high-profile loss would certainly be front of mind for investors in the company. continue…

by Ben MacNevin Posted in Financial Services, Insightful Insights.

• 8 Comments
• save this article
• POSTED IN Financial Services, Insightful Insights

Let’s say four years ago you were offered the opportunity to buy a portfolio of well-known businesses for $272.3 billion, which are expected to generate $24 billion in after-tax earnings. While this implies an earnings yield of 8.8 per cent, you decide to forgo the investment. continue…

by Russell Muldoon Posted in Financial Services, Insightful Insights, Investing Education.

• 2 Comments
• save this article
• POSTED IN Financial Services, Insightful Insights, Investing Education