Alan Kohler’s Overview

October 29th, 2016 Weekly Overview

In this week’s overview, my theory about Donald Trump’s tilt for President – it’s a marketing exercise, and the Republicans will get it right in 2020.

Also:
– Sell America, buy the British Empire
– Inflation
– Equities
– Innovation
– Ardent Leisure
– Wesfarmers, and
– NAB

Alan Kohler’s Overview

October 22nd, 2016 Weekly Overview

Alan proposes four rules for investing in Small Caps this week.

Plus:
– An update on the Bondcano
– A review of the latest employment results
– Thoughts from Hugh Roberston on one of his favourite stocks
– And a look at Crown Casino’s fortunes

Alan Kohler’s Overview

October 15th, 2016 Weekly Overview

Fed chair Janet Yellen gave a speech overnight in which she speculated that maybe it would be a good idea to run a “high pressure economy” – “with robust aggregate demand and a tight labor market.”

A look at risk and reward in the new age.

Plus:

– Kerr Neilson;
– The Risks;
– Technology;
– Risk of Missing Out;
– Europe’s Elites;
– And more!

Alan Kohler’s Overview

October 8th, 2016 Weekly Overview

US Employment data was released overnight, although it was really a non-event. What did excite however was a 6% “flash crash” of the British pound at 10am Sydney time yesterday.

A look at the great commodity supply correction – why have commodity prices gone up 25%, and how to take advantage of it. 
 
Plus:

– Gold
– Secular technology
– The great ‘banker barbecue’
– Investment ideas
– Research & Diversions
– And more!

Alan Kohler’s Overview

October 1st, 2016 Weekly Overview

Deutsche Bank shares rebounded 14 per cent in New York overnight, after AFP ran a story that the big German bank is about to settle its fine to the US Department of Justice.

Alan examines China’s impending debt crisis and what it could mean for Australia.
 
Plus a look at:

– OPEC and the oil price
– SA blackout
– Bonds
– Donald Trump
– Research & Diversions
– And more!




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