Check out my latest feature on Ausbiz discussing AI's current winners and losers WATCH HERE
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MEDIA
Ausbiz – The consumer discretionary stocks defying the gloom
Sean Sequeira
July 11, 2024
In this morning’s interview on Ausbiz, I discussed key market trends in anticipation of the upcoming U.S. and Australian reporting seasons. I highlighted the importance of the impending reporting season to support the current market momentum, emphasising the need to closely observe outlook statements and key sectors, such as consumer discretionary companies like JB Hi-Fi (ASX: JBH) and Premier Investments (ASX: PMV). I also addressed the pressures on Australian banks, including Commonwealth Bank (ASX:CBA), noting their significant contributions to market performance but also their current high valuations and need for earnings growth. Lastly, I touched on the resource sector, particularly lithium stocks, and the importance of upcoming production reports in shaping future market directions. Continue…
by Sean Sequeira Posted in Editor's Pick, TV Appearances.
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- POSTED IN Editor's Pick, TV Appearances.
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Rex Minerals shareholders to take the money and run
David Buckland
July 11, 2024
In this week’s video insight, I discuss the often overlooked “cost of growth” by analysts, using Rex Minerals (ASX:RXM), a minerals exploration and development company, as an example. Despite significant resource potential, Rex Minerals has faced substantial capital requirements and market volatility, highlighting the financial challenges of bringing projects to production. This week, MACH Metals Australia made a takeover bid, valuing Rex Minerals at $393 million, a significant increase from earlier valuations, underscoring the complex relationship between growth costs and company valuation. Continue…
by David Buckland Posted in Companies, Editor's Pick, Video Insights.
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- POSTED IN Companies, Editor's Pick, Video Insights.
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MEDIA
ABC NEWCASTLE MORNINGS – FINANCIAL INSIGHTS
David Buckland
July 10, 2024
In this week’s interview with Paul Turton on ABC Newcastle radio, we discussed the disconnect between the share market and the broader economy, noting reasonable retailer profits despite rising living costs and declining discretionary spending. We covered the interest rates and the prevalence of variable home loans in Australia. The economy is slowing, with unemployment at a two-year high and discretionary spending low, yet sentiment for technology and artificial intelligence (AI) remains positive, with indexes at all-time highs. We also touched on how super funds might not fully benefit from the share market boom, even as industry super funds grow larger. Continue…
by David Buckland Posted in Economics, Radio.
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- POSTED IN Economics, Radio.
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Australian businesses and non-bank lenders
Brett Craig
July 9, 2024
The ScotPac SME Growth Index (1) has been a closely watched piece of annual research by the Aura Private Credit investment team, which tracks the adoption of non-bank lenders in the Australian small and medium-sized enterprises (SME) market. The 2024 report has recently been released which marks the 10th anniversary of the annual research. The last decade and particularly last 6 years have displayed a major shift in SMEs adoption of non-bank lenders as their preferred providers of debt capital. Continue…
by Brett Craig Posted in Aura Group.
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Artificial Intelligence and the increasing demand for electricity
David Buckland
July 5, 2024
In this week’s video insight, I discuss the significant impact of artificial intelligence (AI) on companies, particularly the “Magnificent Seven.” AI is driving up the power needs of data centres, far beyond traditional levels. I explain this with the concept of rack power density and highlight predictions about U.S. data centre electricity use. I also mention Amazon Web Services’ recent energy deals and how these changes might influence Australia’s energy policies, including the debate on nuclear power. Continue…
by David Buckland Posted in Technology & Telecommunications, Video Insights.
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The Aussie economy and society is bifurcating with the housing crisis
David Buckland
July 4, 2024
Australian governments at all levels are not known for thinking beyond the electoral cycle. Take the fact that Australia took on 540,000 immigrants last year, whilst births exceeded deaths by 110,000. Hence an additional 650,000 Australians, or 2.5 per cent of our population, at a time when our country is going through an unprecedented housing crisis. Continue…
by David Buckland Posted in Economics, Editor's Pick, Property.
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- POSTED IN Economics, Editor's Pick, Property.
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WHITEPAPERS
Investing in the Next Phase of Artificial Intelligence
Polen Capital
July 3, 2024
In recent years, very few developments have captured investors’ imagination and curiosity as much as the emergence of generative artificial intelligence (AI). Explore the transformative impact of AI and the investment opportunities it presents across various sectors globally in Polen Capital’s latest whitepaper. Continue…
by Polen Capital Posted in Technology & Telecommunications, Whitepapers.
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FAREWELL FISCAL 2024, HELLO FISCAL 2025
David Buckland
July 2, 2024
The Magnificent Seven (Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), Apple (NASDAQ:AAPL), Meta (NASDAQ:META), Microsoft (NASDAQ:MSFT), Nvidia (NASDAQ:NVDA), and Tesla (NASDAQ:TSLA), which rose by an average 111 per cent over calendar 2023, continued their strong upward trajectory, increasing a further 37 per cent, on average, over the six months to June 2024. This helped drag up the Nasdaq, which jumped 18.1 per cent and 28.5 per cent for the 6 and 12 months to June 2024, respectively. The S&P 500 also did very well, up 22.7 per cent for the year and up 14.5 per cent for the six months to June 2024. Continue…
by David Buckland Posted in Economics, Editor's Pick, Foreign Currency.
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- POSTED IN Economics, Editor's Pick, Foreign Currency.
