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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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Scott Bessent on the All-In Podcast: A Comprehensive Analysis of U.S. Economic Policy
In a recent episode of the All-In Podcast, Scott Bessent, the newly appointed U.S. Treasury Secretary under President Donald Trump, provided deep insights into the economic challenges facing the United States. The conversation, hosted by Chamath Palihapitiya, and...
Understanding Inflation and the Economy: A View from Australia
Inflation. It’s a term thrown around by newsreaders and politicians, often with a tone of fear. But what does it really mean for Australians? More importantly, what’s happening right now in the United States, and how will that impact us here? As Australians, we need...
Capitalising on Market Cycles: Lessons from February’s Volatility
The February reporting season presented one of the most dynamic market environments in recent memory. Earnings results triggered sharp movements, with investors swiftly adjusting their positions based on performance. This created significant shifts in valuations, with...
The Global Investment Shake-Up: Where to Find Opportunities in 2025
Navigating the Market’s Shifting Landscape The world is shifting under our feet. Global markets are being reshaped by technological advancements, economic realignments, and geopolitical shifts that demand a new approach to investing. As investors, it is no longer...
ASX Fintech Sector: Capitalising on the Digital Payments Shift
The ASX continues to be a hub for fintech innovation, with digital payments playing a crucial role in reshaping financial transactions and business operations. As businesses transition toward cashless transactions, demand for seamless, efficient payment solutions...
ANZ vs. NAB: Which Bank Offers the Best Opportunity in 2025?
Australia’s Big Four Banks Under the Microscope Over the past fortnight, we’ve seen continued market skepticism toward the banking sector. With global recession fears, some dubbing it a potential "Trumpcession", we’ve witnessed a correction in bank share prices....
Coles vs. Woolworths: The Risks, Rewards, and Investment Outlook
The February 2025 earnings season has placed Coles (ASX: COL) and Woolworths (ASX: WOW) under the microscope, with both supermarket giants facing an evolving retail landscape. While Coles demonstrated strong execution and market share gains, Woolworths encountered...
ClearView (ASX: CVW) 1H FY25 Update: A Turning Point in Valuation & Growth
ClearView (ASX: CVW) has long been a business with strong fundamentals, yet its stock has remained undervalued in recent times. Now, with the worst of its claims experience behind it, earnings stabilising, and a bold share buyback program in place, the company is...
Two Timeless Investing Lessons from Warren Buffett’s Latest Annual Report
Warren Buffett’s annual letter to Berkshire Hathaway shareholders is one of the most anticipated events in the investment world. Every year, investors both seasoned professionals and beginners, pour over his words to extract wisdom from one of the greatest investors...
Scott Bessent on the All-In Podcast: A Comprehensive Analysis of U.S. Economic Policy
In a recent episode of the All-In Podcast, Scott Bessent, the newly appointed U.S. Treasury Secretary under President Donald Trump, provided deep insights into the economic challenges facing the United States. The conversation, hosted by Chamath Palihapitiya, and...
Understanding Inflation and the Economy: A View from Australia
Inflation. It’s a term thrown around by newsreaders and politicians, often with a tone of fear. But what does it really mean for Australians? More importantly, what’s happening right now in the United States, and how will that impact us here? As Australians, we need...
Capitalising on Market Cycles: Lessons from February’s Volatility
The February reporting season presented one of the most dynamic market environments in recent memory. Earnings results triggered sharp movements, with investors swiftly adjusting their positions based on performance. This created significant shifts in valuations, with...
The Global Investment Shake-Up: Where to Find Opportunities in 2025
Navigating the Market’s Shifting Landscape The world is shifting under our feet. Global markets are being reshaped by technological advancements, economic realignments, and geopolitical shifts that demand a new approach to investing. As investors, it is no longer...
ASX Fintech Sector: Capitalising on the Digital Payments Shift
The ASX continues to be a hub for fintech innovation, with digital payments playing a crucial role in reshaping financial transactions and business operations. As businesses transition toward cashless transactions, demand for seamless, efficient payment solutions...
ANZ vs. NAB: Which Bank Offers the Best Opportunity in 2025?
Australia’s Big Four Banks Under the Microscope Over the past fortnight, we’ve seen continued market skepticism toward the banking sector. With global recession fears, some dubbing it a potential "Trumpcession", we’ve witnessed a correction in bank share prices....
Coles vs. Woolworths: The Risks, Rewards, and Investment Outlook
The February 2025 earnings season has placed Coles (ASX: COL) and Woolworths (ASX: WOW) under the microscope, with both supermarket giants facing an evolving retail landscape. While Coles demonstrated strong execution and market share gains, Woolworths encountered...
ClearView (ASX: CVW) 1H FY25 Update: A Turning Point in Valuation & Growth
ClearView (ASX: CVW) has long been a business with strong fundamentals, yet its stock has remained undervalued in recent times. Now, with the worst of its claims experience behind it, earnings stabilising, and a bold share buyback program in place, the company is...
Two Timeless Investing Lessons from Warren Buffett’s Latest Annual Report
Warren Buffett’s annual letter to Berkshire Hathaway shareholders is one of the most anticipated events in the investment world. Every year, investors both seasoned professionals and beginners, pour over his words to extract wisdom from one of the greatest investors...
Scott Bessent on the All-In Podcast: A Comprehensive Analysis of U.S. Economic Policy
In a recent episode of the All-In Podcast, Scott Bessent, the newly appointed U.S. Treasury Secretary under President Donald Trump, provided deep insights into the economic challenges facing the United States. The conversation, hosted by Chamath Palihapitiya, and...
Understanding Inflation and the Economy: A View from Australia
Inflation. It’s a term thrown around by newsreaders and politicians, often with a tone of fear. But what does it really mean for Australians? More importantly, what’s happening right now in the United States, and how will that impact us here? As Australians, we need...
Capitalising on Market Cycles: Lessons from February’s Volatility
The February reporting season presented one of the most dynamic market environments in recent memory. Earnings results triggered sharp movements, with investors swiftly adjusting their positions based on performance. This created significant shifts in valuations, with...
The Global Investment Shake-Up: Where to Find Opportunities in 2025
Navigating the Market’s Shifting Landscape The world is shifting under our feet. Global markets are being reshaped by technological advancements, economic realignments, and geopolitical shifts that demand a new approach to investing. As investors, it is no longer...
ASX Fintech Sector: Capitalising on the Digital Payments Shift
The ASX continues to be a hub for fintech innovation, with digital payments playing a crucial role in reshaping financial transactions and business operations. As businesses transition toward cashless transactions, demand for seamless, efficient payment solutions...
Two Timeless Investing Lessons from Warren Buffett’s Latest Annual Report
Warren Buffett’s annual letter to Berkshire Hathaway shareholders is one of the most anticipated events in the investment world. Every year, investors both seasoned professionals and beginners, pour over his words to extract wisdom from one of the greatest investors...
Tech & AI Power Plays: Key Insights from Marc Andreessen
In the ever-evolving world of technology, few voices carry as much weight as Marc Andreessen. As one of Silicon Valley’s most influential venture capitalists and co-founder of Andreessen Horowitz, he has been at the forefront of technological innovation for decades....
Are you Making the Most of the ASX Reporting Season?
Every six months, investors, analysts, and market participants turn their attention to the latest earnings reports from ASX-listed companies. Reporting season is a crucial time for anyone looking to assess the financial health of businesses, evaluate market trends,...
Is the ASX Undervalued? What Investors Should Know
Ron Shamgar, Head of Australian Equities and portfolio manager for the TAMIM Australia All Cap portfolio, shares his market insights on the latest developments shaping the investment landscape. The first month of the year has provided investors with a strong start,...
Capitalising on Market Cycles: Lessons from February’s Volatility
The February reporting season presented one of the most dynamic market environments in recent memory. Earnings results triggered sharp movements, with investors swiftly adjusting their positions based on performance. This created significant shifts in valuations, with...
Could China’s Path to Stability be an Investor’s Opportunity?
In the wake of the recent U.S. election and Donald Trump's return to the White House, global market sentiment remains cautiously optimistic; however, there is widespread speculation regarding the potential impacts on international trade and diplomacy. While many...
Chalmers’ RBA Dilemma: Striking a Balance Between Reform and Free Market Principles
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...
Understanding the Latest CPI Data: Is Inflation Moderating?
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...
All Time Highs: Japan’s Revival
On 22 February 2024, Japan’s Nikkei 225 closed at ¥39,098.68, eclipsing the previous record high set in December 1989–a staggering 34 years ago. As we highlighted in a prior article, Japan went through a truly extraordinary boom in asset prices through the 1980s that...
Insurance: A Rare Winner from Higher Interest Rates?
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 annual general meeting, “Interest rates are to asset prices, you...
2024: All About the Vibe
As we highlighted in our prior market insight, 2024 is set to be a historic year for elections, with more than 2 billion of the world’s population across 50 countries set to head to the polls. The most widely publicised is undoubtedly the United States, where...
2023 Review: Market Surprises, AI Evolution, and Geopolitical Strains
Market Insight – Market Surprises, AI Evolution, and Geopolitical Strains
From Doom to Boom: The Story of 2023’s Economic Surprises
From Doom to Boom: The Story of 2023’s Economic Surprises 23/11/2023 As we highlighted in last week’s article “The Power of Positive Thinking,” 2023 began with many dire predictions about the economy and asset prices. So far, these forecasts have not borne fruit, with...
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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.