Archive

The American electoral college bias has disappeared

The case for keeping the electoral college is strong and I confidently predict that in 2028 the candidate who wins the presidency also will win the popular vote. Read on…

Not all of Trump tariffs could be bad for us

Trump tariffs are putting fear into global economies and stock markets but two of our best companies could have windfall profits thanks to the US President’s trade war.

Good news on inflation for interest rate worriers

Great news on inflation that works against those who want to believe that inflation is not beaten and that interest rates won’t fall in May.

Gas crisis looming but power problem prevents a solution.

An important gas project in WA has been delayed for six years and it comes as predictions say we are heading for a power supply problem caused by power-seeking politicians.

Is Albo an electoral dead duck or are the polls shot?

If it didn’t have economic and stock market consequences, I mightn’t care about this story, but Monday brought a shock that indicates we are (excuse the pun) polls apart when it comes to who’s set to be our next Prime Minister.

Switzer Investing TV | 24th February 2025

Is it time to sell the banks? We get the insights from Jason Teh and Adam Dawes.

What does the smartest guy in the room think about Trump and stocks?

When hedge fund manager Steve Cohen talks, the market and media listen. So, what’s Cohen’s latest take on Trump?

Why didn’t the rate cut help the stock market go higher?

Historically, rate cuts are good for stock prices. While this doesn’t happen overnight, it will happen and here’s why…

What this rate cut means for the economy, stocks and the PM

For mortgagees out there praying for more cuts, the CBA economics team still backs four cuts this year, but if the economy doesn’t produce negative economic growth on March 5, then the RBA won’t be in a hurry to cut again soon.

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