Growth Investing: Is now the time to be a contrarian? 23/3/2023 Not everyone is cut out for contrarian investing. Typically, purchasing shares in an index hugging ETF is a simpler option than formulating a distinctive investing strategy that capitalises by going...
A fictitious memo on SVB from the Fed - Wishful Thinking 16/3/2023 In light of the forced closure of Silicon Valley Bank (SVB) by the California Department of Financial Protection and Innovation, I thought I would respond to your memo dated March 2021 referenced here....
Lessons from Buffett's 2022 Letter 2/3/2023 Warren Buffett, the CEO of Berkshire Hathaway, is one of the most successful investors of all time. Beyond tremendous investing wins, the “Oracle of Omaha” is also an amazing writer. Every year he writes an annual letter to...
A Bear Market Rally, or Blue Skies Ahead? 23/2/2023 The S&P 500 lost almost 20% in 2022 — the worst year since 2008 amid multi-decade high inflation, rising interest rates, and fading economic growth. However, US markets have bounced back in recent months with...
The Power of Positive Thinking 16/11/2023 Economist Paul Samuelson is famously quoted as saying that the stock market has predicted nine out of the last five recessions. While somewhat satirical, this quip demonstrates how poor investors and economists are at...
Learn the Tricky Things About Big Stock Returns 9/11/2022 The fascinating story of Bill Miller and the lessons learned that every investor should be aware of... A Story with Hidden Meaning Bill Miller has a fund manager status equivalent to being a rock star....
Year in Review: 2022 22/12/2022 With our final newsletter of the year, we wanted to recap the major events that moved markets and highlight some investor takeaways. Upon reflection, 2022 was a year of inflection. Australia emerged from two years of intermittent...
Investing in 2023: Is the worst behind us? 22/12/2022 Without a doubt, 2022 has been a tough year for most investors. As of writing, the ASX200 is down around 6% and the S&P/ASX Small Ordinaries is down nearly 19%. Additionally, the Nasdaq is down 32.3% year to...
5 Predictions for 2023 (& How We Did Predicting 2022) 14/12/2022 We have arrived at our final article of 2022, and, as usual, we thought it would be interesting to revisit our predictions for the past year and come up with a few more heading into 2023. First, in...
Is the Fair Work Legislation fair? 30/11/2022 Maybe, but one thing is for sure, it is likely to be expensive as well. This week we look at the 'Fair Work Legislation Amendment (Secure Jobs, Better Pay) Bill 2022, a Bill that once passed, will represent one of the most...
China's COVID policy: What does this mean for markets? 24/11/2022 This week we look at China and try to grapple with the zero Covid policy and what that means for markets. A story that remains especially important as China is central to our economic fortunes and the...
Avoid These 5 Common Biases When Making Investment Decisions 23/11/2022 Human nature is an intangible force that every investor is affected by. We identify 5 common biases among investors and how best to navigate them when making investment decisions... Compounding...
