How often have you walked along a beach like this one, and found yourself asking that question? Unfortunately, there is no single magical number that answers the question. The answer…
Some months are just plain boring. Some months there is just too much to try to get into one story without running to 20 pages and then losing the plot.…
The complete Federal Budget paper is a 365 page document available here: https://budget.gov.au/2022-23/content/bp1/download/bp1_2022-23.pdf In the few headlines below we comment on the points that affect the most people, or which…
Ukraine Our last update was released days after the invasion of Ukraine began. At present the Ukrainians are proving to be a tougher and more intractable foe than Putin expected.…
Ukraine What can we say that you have not already heard! Probably the big thing to focus on here is the news over the weekend that Germany has finally joined…
Share markets, as represented by the broad indices, did very well in 2021. The ASX200 gained a total of 17.23% while the S&P500 gained 26.89%. The highest point for the…
One thing that has intrigued me over the years is how we (humans) make judgements on what is a good investment given how we see things at face value. This…
Much has been written in the last few weeks about the travails of Hamish Douglass and Magellan Financial Group. Adding to the run of recent underperformance of the funds they…
“Nothing so undermines your financial judgement as the sight of your neighbor getting rich”. These sage words by J. Peirpont Morgan are a perfect summary of my feelings on the…
Mineral Resources (ASX code – MIN) is a large Australian Iron Ore producer and contract miner. With iron ore down over 50% from the peak prices a few months ago,…