RBA May Meeting, and will winter 2017 bring the peak in gas and electricity prices?

May 17th, 2017 Research Watch

Digesting the RBA May meeting minutes means making a meal of the RBA’s evolving view of part-time employment by choice versus underemployment. Meanwhile, to quote Game of Thrones, winter is coming, and Credit Suisse downgrades both AGL and Origin on analysis that the peak in gas and electricity prices is also coming this winter. Also, the news is good for Newcrest’s Cadia mine, with earthquake damage not as severe as it could have been.

LNG Limited

May 15th, 2017 Uncategorized

Liquefied Natural Gas Limited is an Australian public company based in Perth, Western Australia bringing a dynamic concept of mid-scale liquefied natural gas projects to the international energy market. 15 May 2017 Barry Dawes spoke to James Brandis How have LNG Limited (ASX: LNG) been going over the past quarter? They have had a couple … Continue reading “LNG Limited”

What is the greatest risk for investors in 2017?

April 25th, 2017 FUNDamentals

In the FUNDamentals, we invite fund managers to write exclusively for The Constant Investor and address our question of the week. We also summarise the latest opinions of leading fund managers to bring you a range of views in one convenient location.

Switching off the lights goes beyond saving money to creating income

April 24th, 2017 The C-Suite

Vivid Technology is a listed microcap (ASX: VIV) which creates smart light systems that not only satisfy corporate social responsibility but improve bottom lines. In addition to turning on and off when activity is detected, the lights have sensors that adjust brightness depending on surrounding light for efficiency.

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.

Carbon Capture and Storage faces challenges in Australia

April 21st, 2017 Sustainability - With Rachel Alembakis

Carbon Capture and Storage is “high cost, undemonstrated, and faces key challenges – factors that are holding back widespread use in Australia, according to a report from Credit Suisse.

Enjoy reflation while it lasts (‘cos it won’t last long)

April 20th, 2017 Full Interviews

Card carrying secular stagnationist Gerard Minack expects reflation to run out of steam in the second half of the year.

House prices, Amazon, Video gaming, Telstra

April 15th, 2017 Weekly Overview

I’m taking the weekend off, but I’ve still put together a small Overview, because I promised you I’d be constant.

If you heard The Money Cafe yesterday you’ll have a bit of insight into my thoughts on Telstra which I’ve outlined further in my Overview. You can also read more about the fascinating world of watching video games! I’m still agog.

And I’ve got a great collection of Research and Diversions to keep you entertained throughout the weekend.

Elliott’s proposal to demerger BHP Billiton roundly rejected by brokers

April 12th, 2017 Research Watch

Time marches on and the issues that loomed large last week give way for new considerations. This week, the consensus seems to be that Cyclone Debbie has been less severe than Cyclone Yasi, but a letter to BHP Billiton by investor Elliott Management has set a new cat amongst the pigeons, with a proposal of demerger, collapsing of dual listing. Meanwhile, reratings of Asaleo and The Reject Shop concern analysts.

Experts discuss impact of Taskforce on Climate-related Financial Disclosures guidelines

April 12th, 2017 Sustainability - With Rachel Alembakis

In the wake of public statements by the Australian Prudential Regulation Agency (APRA) regarding stress testing of climate risks by regulated entities, and given the consultation process to develop the draft recommendations by the Taskforce on Climate-related Financial Disclosures (TCFD), companies and stakeholders such as investors should consider the information that should be disclosed to give a view of climate risks and opportunities.

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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