I want my tax to be tax deductible!

May 26th, 2017 The Money Cafe

Is the Fairfax bidding war real? Do we pay ATO employees enough? And is Trump’s first budget ludicrous?

What’s the most important tool for valuing a company?

May 23rd, 2017 FUNDamentals

Seven fund managers with diverse opinions take us through the tools they employ to evaluate a company, plus commentary on bond ETFs, China’s monetary policy, green bonds, and Silicon Valley’s negative impact on productivity.

Fairfax, Warren Bezos?, Trump’s troubles, Europe’s comeback & the banks’ levee

May 20th, 2017 Weekly Overview

Fairfax is about to change hands for the 3rd time in 30 years, but the winning bidder is yet to be decided. Could Jeff Bezos be the new Warren Buffett? Trump’s troubles could be blessings for investors. Europe’s on the comeback as political risk fades and the bank levy could be offset by renegotiated deals with mortgage brokers.

How much demand exists for ethical investing?

May 9th, 2017 FUNDamentals

From not much to quite a lot, 7 fund managers debate the popularity of ethical investments, plus commentary on active and passive investing, Aussie dividends, Trump’s first 100 days, faith based investing and more.

US jobs, Financialised commodities, La belle France?, Growth Haven, the Budget

May 6th, 2017 Weekly Overview

Investing in Australia is not delivering great returns in the past year, or the past 10 years. Alan explains why and looks at what options we have if we don’t invest in Oz.

Treasurer Scott Morrison elaborates on the division of good and bad debt. And Alan reflects on a milestone birthday.

Milton Corporation replaces Hunter Hall

May 1st, 2017 Uncategorized

Milton Corporation is an Australian Listed Investment Company since 1958.   1 May 2017 Peter Rae spoke to Alan Kohler Hunter Hall – almost the minute you recommended them, the world fell apart. Yes, it was very unexpected. I’d only met with Peter Hall just a few weeks before that, and there was no indication … Continue reading “Milton Corporation replaces Hunter Hall”

Alan Kohler’s Overview

April 29th, 2017 Weekly Overview

Investing in Australia is not delivering great returns in the past year, or the past 10 years. Alan explains why and looks at what options we have if we don’t invest in Oz.

Treasurer Scott Morrison elaborates on the division of good and bad debt. And Alan reflects on a milestone birthday.

The 4th industrial revolution, Trump, Iron ore, US dollar

April 22nd, 2017 Weekly Overview

I’ve had an epiphany! I was going to call it my eureka moment, but I’ve already done that. 

My epiphany relates to the Fourth Industrial Revolution – it’s not about technology or automation, it’s about the dominance of customers. So the winner will always be the best product as you’ll discover in my Overview today.

I’ve also included a fascinating interview with professor of international economics Richard Baldwin. He’s got some great insights into future uses of technology like virtual and augmented reality and he reckons we’re about to have our own steam revolution in Australia. 

There’s a salutary tale about downsizing the family home that nobody over the age of 60 can afford to miss. I’ll explain the nuances of RBA board meeting minutes, look at the rapid drop in Iron Ore and give you Greenspan’s nonagenarian view on Trump’s US dollar.

Virtual Reality will have an extraordinary effect on globalisation

April 21st, 2017 Full Interviews

A fascinating book, The Great Convergence: Information Technology and the New Globalisation written by Richard Baldwin, arrived at TCIHQ and it couldn’t have come at a better time.

Globalisation keeps creeping into the news and political campaigns, Trump won the presidency in-part by promising to return jobs to the US. But is it possible to return to the days of yore?

Trump unlikely to actually start a trade war with China

April 20th, 2017 Full Interviews

China and the United States have a love/hate relationship. Since the advent of Trump the relationship has become even more contentious – or at least that’s what the media reports.

President Xi Jinping’s visit to Washington may have helped smooth over some of the diplomatic strain




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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 : Get on the property ladder, even if you have to start in the outer suburbs


Category: Community Catchup