War in Ukraine and Global Markets Update
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…
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February 27, 2022
A bad start to 2022
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…
January 23, 2022
If we knew the future, would we be better investors?
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…
December 24, 2021
Magellan – in the news
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…
December 23, 2021
Crypto Currencies – A boomers perspective
“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…
December 3, 2021
Australia’s best Lithium stock – hiding behind an iron curtain
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,…
November 15, 2021
Director Identification Number – do you need one?
If you are currently a company director, or intend to be any time in the future, you will need a Director Identification Number (DIN). You may not immediately think of…
November 7, 2021
Exchange Traded Funds – Understanding the Choices
Exchange Traded Funds, or ETF’s are a convenient way to buy diversified portfolio of assets with one single trade. Although some of the gushing commentary of young writers in personal…
November 4, 2021
Yield curve – Uncontrolled
October ended the month with a three day streak where yields on short term bonds were shot out of a cannon. It was a test of the resolve of the…
October 31, 2021
China’s biggest property developer blows up, so does Uranium
Chinese property developer Evergrande has a problem. $300 billion of bonds that it can’t repay. And when you can’t pay that debt, its not just the shareholders problem, it’s a…
September 12, 2021