Market commentary
-
Bitcoin takes a plunge
Joseph Kim
November 23, 2018
Following 3 months of relative stability, the price of Bitcoin started diving last week and crashed through the perceived $6000 per “coin” floor, and then below the psychological support level of $5000 before eventually bottoming out in the short term at $4300. continue…
by Joseph Kim Posted in Market commentary
- 8 Comments
- save this article
- POSTED IN Market commentary
-
Stocks to watch if the market over-corrects
Roger Montgomery
November 22, 2018
As Australian property prices correct, it will also drag down the value of a number of allied businesses, such as whitegoods retailers. If the market over-corrects – as it so often does – some good buying opportunities should emerge. Let’s have a look at a few businesses for your watchlist. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Market commentary
-
It’s time to say adios to the Global Everything Boom
Roger Montgomery
November 21, 2018
Over the last 10 years, quantitative easing (QE) by many of the world’s central banks has driven down interest rates and steered large numbers of ‘investors’ to speculate on the appreciation of anything, creating what’s been called the Global Everything Boom. But now the boom is waning, and highly indebted speculators better watch out. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary
-
The booming US economy
Andrew Macken
November 20, 2018
You could be forgiven for assuming the global economy is facing enormous headwinds. The US-China trade war is creating global equity market volatility; the Brexit mess and Italian public budget dispute is prolonging fears of European Union instability; and even the Australian housing market is now looking fallible. continue…
by Andrew Macken Posted in Global markets, Market commentary
-
The Rise of Corporate China
Amit Nath
November 12, 2018
It is common knowledge that China has grown into a major power over the last 10 years and is now the second largest economy in the world (behind the United States). Hence, we thought it would be interesting to look back over the last 10 years and see how this has translated into the relative size of Chinese companies in the global context. continue…
by Amit Nath Posted in Market commentary
- 1 Comments
- save this article
- POSTED IN Market commentary
-
A “pullback” or a “serious bear market”?
David Buckland
November 8, 2018
Over the past five decades the share-market, as measured by the US S&P 500 Index, has recorded 24 “pullbacks” exceeding ten percentage points. On six of these occasions, or one in four of the “pullbacks”, we have witnessed a “serious bear market”, or a decline exceeding 25 per cent, as illustrated in the table below. continue…
by David Buckland Posted in Market commentary
- save this article
- POSTED IN Market commentary
-
Volatile world markets are telling us to stay cautious
Roger Montgomery
November 5, 2018
For the last year or so, we’ve been warning readers that the extended run-up in world markets was getting closer to the end. While October’s price falls saw some of the froth blown off the top, we think this may be just the beginning of a long grind lower. continue…
by Roger Montgomery Posted in Market commentary
- 9 Comments
- save this article
- POSTED IN Market commentary
-
An unhappy birthday to Bitcoin
Daniel Wu
November 2, 2018
Bitcoin, the original decentralised digital ledger that spawned a wave of speculative cryptocurrencies, turned 10 years old this week. Born from a nine-page whitepaper published under the pseudonym Satoshi Nakamoto on October 31, 2008, Bitcoin promised to be a “peer-to-peer electronic cash system” that would eliminate the need for trust and hence the reliance on a centralised authority. One wild decade later, has Bitcoin fulfilled its promise? continue…
by Daniel Wu Posted in Editor's Pick, Market commentary
-
What’s up in the stock market?
Christopher Demasi
October 31, 2018
With just a trading day left in October 2018, US stocks look set to record their worst result in a calendar month since February 2009 – when the global financial crisis was in full swing. This prompts a few important questions for investors: were stocks so expensive that a correction was due? Are stocks expensive now? And, if stocks aren’t so expensive anymore, then should everyone be as worried as they seem? continue…
by Christopher Demasi Posted in Global markets, Market commentary
-
Navigating Choppy Markets
Tim Kelley
October 29, 2018
October has been unkind to equity investments. As I write, the ASX200 is down more than 8 per cent month to date, and most global indices show similar numbers. At a time like this, concepts that previously seemed theoretical become much more tangible, and investor focus naturally shifts from return to risk. continue…
by Tim Kelley Posted in Market commentary
- 1 Comments
- save this article
- POSTED IN Market commentary
