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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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Insurance: A Rare Winner from Higher Interest Rates? 17/8/2023 It’s a common investing belief that higher interest rates are a negative for stocks. As the world’s most famous investor Warren Buffett creatively described at the Berkshire Hathaway (NYSE: BRK.B) 2013... Is Healthcare a Safe Haven for ASX Investors? 22/2/2024 Healthcare accounts for approximately 10% of the S&P/ASX 200 index and is widely regarded as a reliable and defensive sector that provides returns that are relatively uncorrelated with the rest of an... No FOMO: Patience and ASX Small Caps 21/2/2024 In today's fast-paced world, the demand for instant gratification has permeated almost every aspect of life, including investing. The allure of quick gains often overshadows the virtues of patience and long-term thinking.... Investment Wisdom: Buying Well 15/2/2024 On a Behind The Memo podcast last year, renowned value investor Howard Marks stated that: “What I learned from my first 10 years of experience is that good investing doesn’t come from buying good things but from buying things... Three ASX Resilient Retailers Posting Impressive Results 14/2/2024 As company earnings reports roll in, investors will see multiple examples of why it pays to be an optimist and to ignore apocalyptic forecasts. For much of late 2022 and 2023, the media was fixated on... Three ASX Gaming Stocks Gearing Up for a Strong 2024 8/2/2024 The gaming sector, having navigated the turbulence of the COVID-19 pandemic, is on the brink of resurgence. Firstly, the pandemic-induced restrictions significantly curtailed the operations of casinos,... Top 3 International Shares for 2024 7/2/2024 Global equity markets finished the year on a tear as investors gained confidence that inflation had abated and interest rate hikes were in the rear vision mirror. There was a clear bifurcation however, with the bounce led... Unlocking Potential Amidst Turbulence: The EML Payments (ASX: EML) Journey 1/2/2024 EML Payments Ltd (ASX: EML) has indeed charted a tumultuous course over the last five years, captivating investors with its roller-coaster share price and stirring the investment... Market Movers: How the Magnificent Seven Are Faring in 2024 6/2/2024 As we highlighted in our previous article back in November, the so-called “Magnificent 7” contributed a substantial proportion of the S&P 500 gains during 2023. Come the beginning of 2024, it was...
Insurance: A Rare Winner from Higher Interest Rates?
Is Healthcare a Safe Haven for ASX Investors?
No FOMO: Patience and ASX Small Caps
Investment Wisdom: Buying Well
Three ASX Resilient Retailers Posting Impressive Results
Three ASX Gaming Stocks Gearing Up for a Strong 2024
Top 3 International Shares for 2024
Unlocking Potential Amidst Turbulence: The EML Payments (ASX: EML) Journey
Market Movers: How the Magnificent Seven Are Faring in 2024
Insurance: A Rare Winner from Higher Interest Rates? 17/8/2023 It’s a common investing belief that higher interest rates are a negative for stocks. As the world’s most famous investor Warren Buffett creatively described at the Berkshire Hathaway (NYSE: BRK.B) 2013... Is Healthcare a Safe Haven for ASX Investors? 22/2/2024 Healthcare accounts for approximately 10% of the S&P/ASX 200 index and is widely regarded as a reliable and defensive sector that provides returns that are relatively uncorrelated with the rest of an... No FOMO: Patience and ASX Small Caps 21/2/2024 In today's fast-paced world, the demand for instant gratification has permeated almost every aspect of life, including investing. The allure of quick gains often overshadows the virtues of patience and long-term thinking.... Investment Wisdom: Buying Well 15/2/2024 On a Behind The Memo podcast last year, renowned value investor Howard Marks stated that: “What I learned from my first 10 years of experience is that good investing doesn’t come from buying good things but from buying things... Three ASX Resilient Retailers Posting Impressive Results 14/2/2024 As company earnings reports roll in, investors will see multiple examples of why it pays to be an optimist and to ignore apocalyptic forecasts. For much of late 2022 and 2023, the media was fixated on... Three ASX Gaming Stocks Gearing Up for a Strong 2024 8/2/2024 The gaming sector, having navigated the turbulence of the COVID-19 pandemic, is on the brink of resurgence. Firstly, the pandemic-induced restrictions significantly curtailed the operations of casinos,... Top 3 International Shares for 2024 7/2/2024 Global equity markets finished the year on a tear as investors gained confidence that inflation had abated and interest rate hikes were in the rear vision mirror. There was a clear bifurcation however, with the bounce led... Unlocking Potential Amidst Turbulence: The EML Payments (ASX: EML) Journey 1/2/2024 EML Payments Ltd (ASX: EML) has indeed charted a tumultuous course over the last five years, captivating investors with its roller-coaster share price and stirring the investment... Market Movers: How the Magnificent Seven Are Faring in 2024 6/2/2024 As we highlighted in our previous article back in November, the so-called “Magnificent 7” contributed a substantial proportion of the S&P 500 gains during 2023. Come the beginning of 2024, it was...
Insurance: A Rare Winner from Higher Interest Rates?
Is Healthcare a Safe Haven for ASX Investors?
No FOMO: Patience and ASX Small Caps
Investment Wisdom: Buying Well
Three ASX Resilient Retailers Posting Impressive Results
Three ASX Gaming Stocks Gearing Up for a Strong 2024
Top 3 International Shares for 2024
Unlocking Potential Amidst Turbulence: The EML Payments (ASX: EML) Journey
Market Movers: How the Magnificent Seven Are Faring in 2024
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...
Growth Investing: Is now the time to be a contrarian?
A fictitious memo on SVB from the Fed – Wishful Thinking
Lessons from Buffett’s 2022 Letter
A Bear Market Rally, or Blue Skies Ahead?
The Power of Positive Thinking
Learn the Tricky Things About Big Stock Returns
Year in Review: 2022
Investing in 2023: Is the worst behind us?
5 Predictions for 2023 (& How We Did Predicting 2022)
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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.