The coming trade war, Some thoughts about 2017, Driverless cars

December 24th, 2016 Weekly Overview

In my final overview for the year, a look back at the year that was and a look forward to what 2017 might hold. Could 2017 see a trade war between the US and China? Will housing prices tip over?

And looking back over this year, I believe the most momentous event was not Brexit, or Trump, but an ordinary looking Volvo driving around Pittsburgh.

The TCI office will be closed between Christmas and New Year, so we won’t be publishing next week. My old mate Stephen Koukoulas will fill in for me till January 16 and he’ll get 2017 started with The Spotlight on January 3. Have a great Christmas and New Year, and we’ll see you in 2017.

The Turnbull Identity, The Trump Enigma, The Yellen Covenant, Valuation, Growth, Oil, Woolworths

December 17th, 2016 Weekly Overview

The Aussie dollar dropped again overnight. I explore why happened and what the government plans to do about it.

I bring you a touch more Trump and I’ll try to answer the question: How has the world’s greatest democracy transformed to a plutocracy? And can Trump #MAGA (Make America Great Again)?

And remember when Australia had an election? Yes, that was this year too. I investigate who Turnbull really is and who would win in a battle of good vs. evil — Super Turnbull or Super Abbott.

Plus, a look at ‘fallen angel’ stocks and Simon Dumaresq answers the question- is Woolies still worth the WOW.

The new irrational exuberance, Europe, Australian dollar, Italy, Bellamy’s

December 10th, 2016 Weekly Overview

This week the GDP drop is at the top of my list. In my overview, I dive deep with my analysis on what this means for Australia and the world.
 
As promised last week, Simon Dumaresque dissects Bellamy’s drastic share price drop, what happened and will it recover, in a thorough recap.
 
Plus, I look toward Italy and the consequences of the referendum and I just cannot escape Trump, it is going to be a long four years.

The bond party and the GFC are over, This time is very different, Australian economy, US jobs, Bellamy’s

December 3rd, 2016 Weekly Overview

I break down the labour statistics which came out of the US this morning and provide you with an updated take on how Australia is doing economy-wise.
 
I also explain several endings: the bond party and the GFC. Plus, chance meetings with my airplane seatmate and an Uber driver that have me pondering the history of business and the future of capitalism.




Find article




Archives


May 27th, 2017 : Get ready to buy, retail’s bad week & Bitcoin explained (sort of)


Category: Weekly Overview

May 26th, 2017 : Data: the new oil. Here are the companies with the biggest wells


Category: Disruption - With Alex Pollak

May 26th, 2017 : I want my tax to be tax deductible!


Category: The Money Cafe