In this interview with Ross Greenwood on Money News I discussed REA Group, the number of houses listed since 2011 has been in a steady decline, so how is it that REA’s profits have been increasing? Continue…

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Digital disruption is hitting the retail sector harder than most. But not all retailers have been affected to the same extent. Recent research by Citi sheds light on the winners and losers this latest reporting season. Continue…

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If our friends at Deutsche Bank are right in forecasting the US unemployment rate to decline from the current 17 year low of 4.1 per cent to 3.2 per cent by-late 2019, the US Federal Reserve are going to have a delicate balancing act as they lift the cash rate in trying to keep inflationary expectations under control. Continue…

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Legendary investor, Jim Rogers, is a famed perma-bear. But this month Rogers stepped it up. He predicted that the next bear market will be “the worst in our lifetime”, fueled by a world that is laden with debt, and that it will occur within the next two years.
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