It doesn't feel like stuff is going up in price as much as it used to - do you also feel the same way? We recently had the US release...

Allow me to pull back the curtain and give you a snippet into how the consumer is trending right now. US households are in excellent...

Everyone loves a bear market - especially the talking heads you see on TV. Bull markets are harder to love. The narrative of the bears...

Hello. I don't recall having as many school holidays when I was a child as my two children do, and certainly not for as long! After...

What a year 2022 was, and what a first quarter of 2023 it has been. The market is finally cracking from the rapid rise in interest rates...

We were all cheering for a hold on rates by the US Fed. Alas, we were greeted with a short jab to the guts with a 0.25 bps rise. It's...

Following last week's events, which appear to have rolled into this week too, financial markets around the world are pricing in rate cuts...

This is the biggest and only story in town right now. Here's my take: SVB was the bank of choice for Silicon Valley's hot start-ups. As...

Most headlines I read nowadays are about how much the average loan repayment has increased by and will increase by for Australians. You...

I'd like to think I'm a contrarian. I guess most investors do. Does that not make me contrarian? I have no idea. I'm human I guess. I'd...

This is my first official post for 2023. A little slower off the mark than I had expected, so here we are. And here's whats on my mind....

I'm writing this note as we edge closer towards the holiday season. And of course, as we are every year, we're shocked as to how quickly...

Last week I wrote a piece on inflation, US mid-terms and stocks. I outlined the fall of inflation since its peak of June 2022. We also...

I didn't write a note last week. I almost felt like I couldn't keep up. There was so much going on. From inflation, to US mid-term...

When the market is volatile, investors yearn for stability, and when we have stablily, investors become complacent. The market will give...

There are so many reasons to be gloomy in markets right now. I won't go through them. They're all wrapped up in September's -9.2% for the...

Welcome back. I'd like to say it's nice to be back in Melbourne having returned from Bali, but I can't. Really. I mean, 6:30 am it's 26...

This year is the year that active management will outperform. This is true, because every year is the year that active management will...

I've been thinking about the market a lot over the last couple of weeks. Not because I have nothing else to do, but because I am actively...

Central banks around the world are hiking rates. This is not insightful. The RBA just hiked rates by 50 basis points to bring the...