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Stay Informed with TAMIM Market and Stock Insights
At TAMIM, we’re dedicated to empowering investors with knowledge to effectively manage their retirement futures. Our Market and Stock Insights cover various segments to keep you updated on the latest trends, strategies, and news affecting your investments. Explore our wealth of insights across different categories to stay ahead in the evolving landscape of investments.
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The U.S. energy landscape is undergoing a significant transformation as AI-driven industries rapidly expand, and the demand for robust, reliable energy sources intensifies. Meeting these growing energy needs requires a combination of established and emerging solutions... When constructing an investment portfolio, one of the most important decisions is asset allocation - the process of determining how much of each asset class to include. This decision significantly influences the portfolio’s performance and how it responds to both... As cities continue to grow and the adoption of artificial intelligence (AI) accelerates, energy consumption is reaching unprecedented levels, placing significant pressure on existing infrastructure. Addressing these growing demands requires substantial investment in... Self-managed super funds (SMSFs) have long been a popular choice for Australians seeking greater control over their retirement savings. Recent government proposals, particularly the Treasury Laws Amendment (Better Targeted Superannuation Concessions and Other... The margin of safety is one of the most important principles in value investing. Popularised by Benjamin Graham, the father of value investing and mentor to Warren Buffett, it refers to the buffer or cushion between the intrinsic value of an asset and its market... We explore three companies across various industries that have demonstrated strong growth potential through their financial performance, market positioning, and strategic initiatives as they exited FY24. This blog highlights three companies—Humm Group, Praemium, and... Tesla’s October 10, 2024, Robotaxi reveal is shaping up to be a pivotal event for the company, and perhaps for the future of transportation itself. CEO Elon Musk has hinted at this moment being “one for the history books,” underscoring the long-term significance of... Introduction: A Timely Reminder from Howard Marks As Treasurer Jim Chalmers seeks to modernise the Reserve Bank of Australia (RBA) with one of the most substantial reforms in decades, Howard Marks’ latest memo serves as a reminder of the dangers of interventionist... As Artificial Intelligence (AI) reshapes industries globally, Australian companies like AI Media (ASX: AIM) are leveraging AI to transform their business models and drive growth. The Australian market is poised to benefit from AI's projected $315 billion contribution...
The Evolving U.S. Energy Landscape: Meeting the Needs of AI and Urban Growth
Ruminating on Asset Allocation: Combining Australian Equities and Private Debt for Balanced Growth and Income
Meeting the Challenges of Urban Growth and AI Demands
Taxing Unrealised Gains: How Proposed Legislation Impacts Your SMSF
How the Margin of Safety Can Protect Your Portfolio and Boost Returns
Three ASX Stocks Primed for Strong FY25 Performance
Tesla’s Robotaxi Reveal: A Historic Turning Point
Chalmers’ RBA Dilemma: Striking a Balance Between Reform and Free Market Principles
Unlocking AI’s Potential: Two Profitable ASX Growth Stocks Leading the Way (Part 2)
The U.S. energy landscape is undergoing a significant transformation as AI-driven industries rapidly expand, and the demand for robust, reliable energy sources intensifies. Meeting these growing energy needs requires a combination of established and emerging solutions... When constructing an investment portfolio, one of the most important decisions is asset allocation - the process of determining how much of each asset class to include. This decision significantly influences the portfolio’s performance and how it responds to both... As cities continue to grow and the adoption of artificial intelligence (AI) accelerates, energy consumption is reaching unprecedented levels, placing significant pressure on existing infrastructure. Addressing these growing demands requires substantial investment in... Self-managed super funds (SMSFs) have long been a popular choice for Australians seeking greater control over their retirement savings. Recent government proposals, particularly the Treasury Laws Amendment (Better Targeted Superannuation Concessions and Other... The margin of safety is one of the most important principles in value investing. Popularised by Benjamin Graham, the father of value investing and mentor to Warren Buffett, it refers to the buffer or cushion between the intrinsic value of an asset and its market... We explore three companies across various industries that have demonstrated strong growth potential through their financial performance, market positioning, and strategic initiatives as they exited FY24. This blog highlights three companies—Humm Group, Praemium, and... Tesla’s October 10, 2024, Robotaxi reveal is shaping up to be a pivotal event for the company, and perhaps for the future of transportation itself. CEO Elon Musk has hinted at this moment being “one for the history books,” underscoring the long-term significance of... Introduction: A Timely Reminder from Howard Marks As Treasurer Jim Chalmers seeks to modernise the Reserve Bank of Australia (RBA) with one of the most substantial reforms in decades, Howard Marks’ latest memo serves as a reminder of the dangers of interventionist... As Artificial Intelligence (AI) reshapes industries globally, Australian companies like AI Media (ASX: AIM) are leveraging AI to transform their business models and drive growth. The Australian market is poised to benefit from AI's projected $315 billion contribution...
The Evolving U.S. Energy Landscape: Meeting the Needs of AI and Urban Growth
Ruminating on Asset Allocation: Combining Australian Equities and Private Debt for Balanced Growth and Income
Meeting the Challenges of Urban Growth and AI Demands
Taxing Unrealised Gains: How Proposed Legislation Impacts Your SMSF
How the Margin of Safety Can Protect Your Portfolio and Boost Returns
Three ASX Stocks Primed for Strong FY25 Performance
Tesla’s Robotaxi Reveal: A Historic Turning Point
Chalmers’ RBA Dilemma: Striking a Balance Between Reform and Free Market Principles
Unlocking AI’s Potential: Two Profitable ASX Growth Stocks Leading the Way (Part 2)
Would you bet your retirement on predicting the daily weather forecast over the next five years? Just as that gamble would be absurd, so too would be the attempt to perfectly time the stock market. Negative stories and the allure of market timing can be persuasive,... As investors, staying informed about economic indicators is crucial to making sound investment decisions. The Consumer Price Index (CPI) is one such indicator, providing insights into the inflationary trends within the economy. Today, the Australian Bureau of... Based on our recent highlights, takeovers at the smaller end of the ASX tend to avoid lengthy, drawn-out scenarios due to the simplicity of business scale and fewer regulatory hurdles. We’ve seen a number of examples within the TAMIM portfolios including Atturra's... In recent years, the trend of deglobalisation and “reshoring”—bringing manufacturing production back home to the US—has gained momentum. This shift is accelerating due to the Biden administration’s investments, tax incentives, and a tougher stance on China’s... Finding unique opportunities in Japan is a thematic we have been enthusiastic about consistently over the years. Japanese balance sheets have historically been less than optimal, with many companies holding excessive cash reserves instead of returning capital to... While selling at a loss to offset other gains is the obvious benefit, tax loss selling may provide additional opportunities for patient investors. Tax-loss selling is a strategy where investors sell underperforming stocks at a loss to offset capital gains from... While markets and investors are often captivated by sectors promising rapid growth and technological advancements, there are times when strategic investments in more stable sectors can offer "defence" against economic downturns. One such sector is Defence, where... Sometimes the macroeconomic outlook changes like the weather, and investors find themselves sailing in a crosswind of uncertainty. The Reserve Bank of Australia (RBA) is ensnared in a catch-22 dilemma: whether to raise rates to tame inflation and risk plunging the... In the early days of the internet, scepticism swirled around the notion of a global network connecting computers. People questioned its reliability, its security, and even its purpose. Yet, as history unfolded, the internet proved to be a transformative force beyond...
Don’t Lose Gains: The Illusion of Pessimism
Understanding the Latest CPI Data: Is Inflation Moderating?
High-Stakes Takeovers: Bapcor Turns Down Bain Capital’s Offer
Re-Born in the USA: Who will Benefit from the Reshoring Trend?
Seizing the Moment: Why Now is the Time to Invest in Japan
Tax Loss Selling: Uncovering Hidden Gems for Patient Investors
Should investors play Defence in FY2025?
Navigating the Tug of War Between Interest Rates and Inflation
AI Real Estate and the Importance of Data Centres
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... This week we look at a new government in Canberra and what, if any, are the implications for markets? Before proceeding into what is intrinsically a divisive topic, we’ll start with the conclusion, the answer is the implications are negligible. Some context As market... Webinar Excerpt: Industrial Oil Gas and Re-industrialisation with Robert Swift 24/1/2024 Reindustrialisation, energy and technology security is at the forefront of US policy with a big push to promote domestic production through subsidies. Which companies stand to...
Is the Fair Work Legislation fair?
China’s COVID policy: What does this mean for markets?
Election 2022: Much Ado About Nothing For The Investor?
Global Equities Webinar- December 2023
About TAMIM Asset Management
TAMIM Asset Management is a boutique investment firm that provides a variety of investment solutions tailored to our clients’ needs, with a commitment to safeguarding their wealth. At TAMIM we delivering expert solutions across equities, property & credit
Stay Informed with TAMIM Stock Insights
TAMIM Asset Management provides market and stock insights for general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal situation, and may not be suitable for you.