From Boom to Bust: U.S. Bank Failures and Who’s to Blame 10/5/2023 Who is Signature Bank? Silicon Valley Bank? First Republic Bank? Likely these are banks you’d never previously heard of prior to the past few months, and they’re now making headline news... Unlike...
Optimism is Simple, Not Easy 4/5/2023 Following a promising beginning to 2023, it seems that gloomier news headlines have resurfaced, vying for your attention... As of writing, the ASX200 has pulled back just over 2% in less than 24 hours, Oil prices have retreated...
Riding the Waves of a Recession: What You Need to Know to Weather the Storm 20/4/2023 There’s been a lot of coverage in both the financial and mainstream media about the possibility of a recession later in 2023 and into 2024. Interest rates have been rising (at the...
Dividends: Fat and Fully Franked, or Folly? 13/4/2023 Dividend investing is as Australian as Vegemite, Tim Tams,…or maybe pavlova? The ASX has a higher dividend yield than most other share markets around the world, in large part due to the dividend imputation system...
Robert Swift, Portfolio Manager Tamim Global High Conviction Fund, on the Australian Investors Podcast 6/4/2023 We are thrilled to have Robert Swift, the portfolio manager of the Global High Conviction Fund chat with Australian Shareholders' Association & Rask...
The age-old investing wisdom was always to maintain a portfolio consisting of 60% equities and 40% bonds (commonly referred to as the “60/40 portfolio”). Bonds have been out of favour since the Global Financial Crisis though, as TINA (“there is no alternative”) took...
The World Doesn’t Often End 23/3/2023 The world we live in today moves at lightning speed. Information is available to us at our fingertips, and news travels faster than ever before. In the realm of finance and investing, this can lead to investors panicking and...
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...
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...
Today we will be sharing three companies that have one common trait which is that they are ‘old’ businesses, with the youngest incorporated 96 years ago. Age alone doesn’t indicate a sound investment, but it does demonstrate that the company has been able to weather...
