Alan Kohler’s Overview

September 24th, 2016 Weekly Overview

Interesting news out of Silicon Valley last night – Google and Salesforce are in talks to buy Twitter.

Alan examines the potential of a “Bondcano” and stocks that are most vulnerable to an eruption.

Plus a look at:

– The Lesson of 87
– The new politics
– Unlisted Gems
– Top Stocks
– Research & Diversions
– And more!

Alan Kohler’s Overview

September 17th, 2016 Weekly Overview

US CPI data for August came out last night and it once again underlined how bizarre monetary policy is.

Alan examines the bond market and whether the bubble is cracking.

Plus a look at:

– The “new abnormal”
– Fiscal policy
– Equity markets
– The Commonwealth Bank
– House prices
– China’s economy
– Changes to superannuation

Alan Kohler’s Overview

September 10th, 2016 Weekly Overview

Prepare for a rocky start to the week on Monday after some big sell-offs on both stock and bond markets this week.

This week Alan also introduces Top Stocks, a new feature to provide you with investment ideas from the best stock-pickers in Australia.

Plus
– Mario Draghi’s cry for help
– G20 and the new reality
– Australia’s recession free future
– Pros and cons of volatility
– 3 questions for resources
– Parallel universe of equity & enterprise
– Global banks behaving badly
– R&D (Research and Diversions)

Alan Kohler’s Overview

September 3rd, 2016 Weekly Overview

This week’s overview begins with a review of last night’s US payroll data and what it means for monetary policy. 

Plus looks at:
– Secular stagnation;
– The sharing economy;
– The central banks and interest rates;
– Qantas;
– The Commonwealth Bank; and
– R&D (Research and Diversions).




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