End of an epoch - Warren Buffet retires. What do investors need to know? READ HERE to learn more.
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Day traders betting on Hertz could be in for a world of pain
Joseph Kim
June 12, 2020
COVID-19 stay-at-home orders have led to a surge in share trading, due to the lure of seemingly quick riches. The trouble is, many people are being drawn to extremely risky trades, particularly in the US. And, like moths to a flame, these traders could get badly burnt. Continue…
by Joseph Kim Posted in Companies.
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Why I’m being fearful during this market euphoria
Roger Montgomery
June 12, 2020
Warren Buffett famously said that, to be a successful investor, you should be fearful when others are greedy, and greedy when others are fearful. I think his advice is especially relevant in today’s ‘risk on’ environment, in which the fear of missing out is usurping the fear of loss. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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One man’s trash is another man’s treasure
David Buckland
June 11, 2020
Showing all the tenacity of his son Marnus – with a Test match batting average of 63.4 – Andre Labuschagne, Executive Chairman of Aeris Resources (ASX: AIS), has taken the opportunity to cement the position of the 24,000 tonne per annum Copper producer, in the Australian gold sector. Continue…
by David Buckland Posted in Companies, Stocks We Like.
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Why this market bounce has got me so perplexed
Roger Montgomery
June 11, 2020
The 11-year bull market in global equities, which COVID-19 finally brought to an end, came to be derided as the most unloved bull market in history. So, what to make of the strong, and similarly disparaged, bounce since March? Many investors look to be pricing in better times ahead, but media headlines are telling a different story. Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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Why the HomeBuilder program is terrible public policy
Andreas Lundberg
June 11, 2020
During the GFC, the Federal Government rolled out ‘Building the Education Revolution’ to stimulate the construction sector. The scheme had merit, as it helped to fund schools, which are long-term public assets. The same cannot be said of the recently announced, and seriously flawed, HomeBuilder program. Continue…
by Andreas Lundberg Posted in Property.
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New data confirms the meteoric rise of online shopping
Stuart Jackson
June 10, 2020
The government-imposed COVID-19 lockdown accelerated a number of social trends. One of those was our increasing preference for online shopping. Recent data shows that even though the lockdown pushed total retail sales off a cliff in April, online sales shot up. And one retailer – Kogan – stood out from the pack. Continue…
by Stuart Jackson Posted in Companies, Consumer discretionary.
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MEDIA
ABC Nightlife – Why is the market so optimistic?
Roger Montgomery
June 10, 2020
In this episode of ABC Nightlife Roger discusses why the stock market is powering ahead even though Australian should be in a recession. Listen to the interview for some of the reasons behind the optimism here.
by Roger Montgomery Posted in Radio.
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Crisis? What crisis? The market says it’s time to buy
Roger Montgomery
June 10, 2020
If you’re scratching your head over the market’s strong rebound since March, then join the club. Because there’s still a large cohort of economists and analysts who continue to see tough times ahead. Continue…
by Roger Montgomery Posted in Market commentary.
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