Inflation, the threat of Trump, the Fed and China

July 30th, 2016 Weekly Overview

In this week’s overview we look at the shockingly low US GDP that came out on Saturday morning.

Plus a look at:
– Woolworths, the CPI and the dead parrot of inflation
– The growing threat of President Trump
– The risk of Fed hikes and a Chinese bust
– What to do about all these risks
– Plus lots of R&D (Research and Diversions) and some fine weekend music.

Alan Kohler’s Overview

July 23rd, 2016 Weekly Overview

In this week’s overview we follow up our investment manifesto with a detailed look at income investing and why you shouldn’t just rely on dividends, especially bank dividends.

Plus a look at:
– Will Australian rates be cut again?
– The European bank crisis
– The media revolution, and why Fairfax is a buy
– And a fascinating new analysis of the markets that shows why US stocks are overvalued
– Plus lots of R&D (Research and Diversions), some great music and Nellie the wonder dog.

Alan Kohler’s Overview

July 16th, 2016 Weekly Overview

In our first overview we make The Constant Investor Promise and tell you our basic views on investing in a manifesto, or What I Learned at Bear Market University. Plus we look at the great divergence between stocks and bonds, the Brexit aftermath, The South China Sea imbroglio (which we reckon is a beat-up), and the UberEats revolution.




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