BHP analyst reaction, Global economy, Dark pools

February 25th, 2017 Weekly Overview

I’ve been traveling the country this week to bring you some fabulous interviews – the excitement continues next week.

But first, the Overview, it’s packed. 

Continuing on with the resources-themed Talking Finance, I have some additional insight into BHP Billiton’s outstanding half yearly result and Rachel Alembakis weighs in with her research.

I dissect the US, Australian and European economies. It’s reflation vs. stagnation. And just as the President prefers, I have added lots of colourful charts.

Plus, my brush with the police, and my favourite family member turned one this week. 

The great mistake of dividend franking, CBA, Saving, Domino’s

February 18th, 2017 Weekly Overview

There’s something for everyone in my Overview this week. 

For pizza lovers, there’s a lively interview with Domino’s CEO, Don Meij. He explains where the press went ‘wrong’ with the bad tomatoes of their franchisee pay scandal.

Do bonds have more fun? I try to make sense of that and the ‘benefits’ of cash with Amar Reganti, a strategist at GMO.

The boss of one of our Top Stock picks has been arrested. 

And Australia’s corporate tax rate may not be helping Australia, CBA could be a good investment and banks are seeing a resurgence in deposits.

China’s “one belt one road”, The next 20 years, Retailing, Financial methadone

February 11th, 2017 Weekly Overview

What were you doing 20 years ago? And what will you be doing 20 years from now? Alan’s Overview this week is a sweeping economic and investment look at the past and future. He outlines the factors that have impacted the financial past and what they could signify for the financial future. 

Alan’s fascinated by China’s Belt and Road Initiative and why we are lucky in Australia to have China as a trading partner. 

Plus, retailers in Australia have had it pretty easy, but not for much longer – is retailing doomed?

Trump the negotiator, President le Pen?, Algorithms, Telstra and the NBN

February 4th, 2017 Weekly Overview

As may be the case more often this year, my Overview begins with a look at Trump’s tweets overnight. He’s now claiming that the Turnbull call kerfuffle is fake news!

It’s astonishing that one man can cause the world this much stress and confusion, but is there anything redeemable about a Trump presidency? I may have found a small glimmer.

And it’s a bit of je ne sais quoi happening in France with the upcoming election – will the French elect their very own Trump-esque character?

Closer to home, I’ve got an interesting angle on Telstra and the NBN and why Telstra shares might still be worth holding onto.

And what’s happening in the sharemarket? It’s like a game of football in a minefield these days.




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