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.

US economy, Australian real estate, shares versus property, some stock ideas, Praemium, a letter from myself

April 8th, 2017 Weekly Overview

Well, housing has definitely been the topic of the week!

Can Wayne Byers just wave his wand, say APRA-cadabra and prevent a housing bubble and pop? I’m examining the unreal real estate risks today in an Overview that no property investor can afford to miss.

Or equity investor for that matter. James Kirby and I debated whether the stockmarket is a better investment than property in The Money Cafe. Today I’ll give you the data and charts to prove that settle the argument.

Plus I’ve got several new stock picks for you, in addition to our usual Top Stocks.

The situation at Praemium is something out of a soap opera with the sacked CEO now trying to overturn the board! I’ll share the Chairman’s letter with you which is one of the most extraordinary things I’ve seen in 47 years following the markets.

And speaking of year, my 65th birthday is just weeks away, so I’m going to reveal my secret of staying young!

US economy, rising interest rates, APRA, Ashok Jacob, shorting, my mum’s megabits

April 1st, 2017 Weekly Overview

With the Trump administration imploding, the President can no longer take credit for a bump in the US economy. This clears the way for Janet Yellen and Fed to do their thing. What will the US rate hikes mean for investors? 

APRA’s making headlines this morning, but did they actually make an impactful change?

I’m also looking at shorting stocks which can be a tricky business, as we saw this week with Quintis and Myer.

And is Australia’s Superannuation system something to envy compared to other countries’ systems? 

FUNDamentals

March 20th, 2017 FUNDamentals

This week’s FUNDamentals features an article by DomaCom’s Arthur Naoumidis, who takes us through the ins and outs of fractional investing, and how it can help young Australians crack the property market.

There’s also commentary on the US Fed’s recent rate hike, European equities, the possible end of Australia’s property boom and more.

Talking Finance

March 16th, 2017 Talking Finance

With the ever-changing energy markets, Alan Kohler speaks to Giles Parkinson from Renew Economy, for the latest on the Snowy Hydro, battery storage and what these projects mean for the wind and solar markets.

As a surprise to know one, the Fed raised interest rates. Tim Samway, from Hyperion Asset Management has some tips on how to invest during this change (and how to invest under Trump too).

And Alan wades into the dark pool, the secret place on the stock exchanges where you can buy and sell incognito to outwit high frequency traders. Richard Atkins from the ASX and John Fildes from Chi-X explain how it relates to their markets.

FUNDamentals

March 7th, 2017 FUNDamentals

FUNDamentals is your compendium of the week’s news from Fund Managers and this week it’s spearheaded by Jon Howie of iShares Australia, who shares his views on smart beta investment strategies.

There’s also commentary on green bonds, the risk of an Australian property collapse, the impact of the fake news phenomenon on the markets and more.

Inflation, the threat of Trump, the Fed and China

July 30th, 2016 Weekly Overview

In this week’s overview we look at the shockingly low US GDP that came out on Saturday morning.

Plus a look at:
– Woolworths, the CPI and the dead parrot of inflation
– The growing threat of President Trump
– The risk of Fed hikes and a Chinese bust
– What to do about all these risks
– Plus lots of R&D (Research and Diversions) and some fine weekend music.




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