15 April 2021
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The reflation rally continues

The reflation rally continues. We have followed Chris Cadbury for many years and have found him to be one of the most reliable analysts of the US stock market. Cadbury was ranked number in the US for the period 2001 to 2005 and number two for the period 2001 to 2008 by Timer Digest. Cadbury […]

Interest rate knowns and unknowns

What in the hell is going on with interest rates? There’s a new story every day and every one of them is very believable but they are different. At the risk of doing a Donald Rumsfeld, there is one knowable — rates won’t be cut again in this country in the near future unless some […]

Start of the pullback?

We have turned a little bit chicken in Australia, losing 3.82 per cent over the week on the S&P/ASX 200, while the Yanks's S&P 500 index actually went up 2.2 per cent in the same time. So, as September looms, is this the start of the often talked about pullback? Our market was not helped […]

Investor signposts - week beginning 23 August 2009

The big picture Questions & answers on interest rates Q: I like low interest rates. Why do they need to rise? A: If interest rates are too low, the risk is that this will encourage excessive spending and borrowing. If there is too much money chasing too few goods, then prices can rise too quickly […]

Company show and tell

The great reporting season continued with AMP coming out with a first half net profit of $362 million against an analysts tip of $341 million. The AMP team called it solid and the share market agreed with the share price spiking 2.91 per cent to $6.02. And this happened despite the second half dividend being […]

It's hard being a bear (part one)

I’m happy to admit that it’s very hard to hold a bear perspective, when all about there appear to be “green shoots”, and when according to my body clock it’s still hibernation time. There are, however, four factors that keep me in my lair: Good history Bad economic theory Good economic history Good economic theory. […]

Win the battle of mortgage stress

The celebratory season for home loans may soon be over if fears of mortgage stress re-invade the market, following talks about the uncertain timing of interest rate hikes and rising house prices. The Reserve Bank has already expressed its intent to convert rates back to its “normal” levels now that signs of economic stability are […]

Capital hit

Just when it looked safe to like the Rudd Government after its brilliant rescue of the Aussie capitalist system with way out and whacky policies such as the stimulus package, the dead heads in the party masquerading as egalitarian tax experts have come up with the idea of hitting homes with a capital gains tax. […]

Financial planning overhaul

At long last, ASIC is taking action to improve the financial planning industry but the question is, have they taken a sledgehammer to crack open a peanut? ASIC has submitted its plan to clean up financial planning to a parliamentary inquiry and has recommended: An end to up-front and trailing commissions An end to volume-based […]

Don't panic on rates

No matter what the headlines say. No matter what the experts warn. No matter what your gut feelings tell you, don’t panic — interest rates are not about to go sky high. And don’t live in fear of another financial shock — this is a low order risk. Don’t get me wrong, I love the […]

Houston, we have a problem

Let me start by saying that I am aware of Peter Switzer’s views, and because I respect his opinions greatly, often I wished that my views accorded more with his. Currently we finally agree, but contextually not from the same perspective. I hope we line up one day. In my last two articles, I wrote […]

Forget Armageddon

For a change, Wall Street has had to digest relatively bad news and the doomsday merchants, who to date have been wrong, are trying to spook the market. Now given a pullback from rising share prices is overdue I think the stock market will oblige but forget share price and economic Armageddon — those days […]

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