Market uncertainty at an all time high

May 24th, 2017 Full Interviews

Richard Morrow from Baillieu Holst says global markets are facing unprecedented challenges and it’s stemming from political uncertainty.

If April showers bring May flowers, what’s April’s employment figures bring for markets?

May 24th, 2017 Research Watch

This week, analysts look at the April employment figures and economic growth on a state-by-state level. Also, private health insurers Nib and Medibank don’t look so healthy to some, and another research house returns to covering Boral.

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.

Fortescue

May 15th, 2017 Uncategorized

Located in the iron ore rich Pilbara region of Western Australia with close proximity to Asia and India, Fortescue is the world’s fourth largest iron ore producer. 15 May 2017 Barry Dawes speaks to James Brandis What’s been happening with Fortescue Metals Group (ASX: FMG) for the past few months? We’ve had quite bit of volatility in … Continue reading “Fortescue”

Northern Star

May 15th, 2017 Uncategorized

Northern Star Resources Limited is a global-scale Australian gold producer with world-class projects located in highly prospective and low sovereign risk regions of Western Australia and the Northern Territory. 15 May 2017 Barry Dawes spoke to James Brandis Would you like to hold Northern Star (ASX: NST) or replace it with something more attractive? The … Continue reading “Northern Star”

Budget 2017, banking sector half-yearly reports, & Amazon’s impact on advertising

May 3rd, 2017 Research Watch

This week, policy wonks, political geeks and financial number-crunchers turn their attention to Canberra in the lead up to Budget Night 2017, and analysts have already begun to look at potential impacts on various sectors. Meanwhile, the banks are releasing their half yearly figures, and some are questioning how long the good times (or earnings) are going to roll, if mortgage repricing begins to slacken. Plus, if you think Amazon is only going to impact on the retail sector, Morgan Stanley urges you to think again.

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”

AGL Energy outperforms ASX200, but can it continue to rise?

April 26th, 2017 Research Watch

This week, the markets prepare for the release of the first quarter inflation figures (hint: it’s not going to be huge number), Ord Minnett downgrades AGL Energy on assessment that the company has reached the top and has to stop, analysis of how China’s move to crack down on pollution from aluminium production may be a boon for Australian producers, and brokers prepare to bid farewell to DUET Group, after Treasury and the FIRB approve the CKI-led takeover.

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.

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.




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