Returns – Lower for Longer

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August 1, 2016
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Well the BREXIT crisis so far really has turned out to be a storm in a teacup. Apart from a couple of down days the market didn’t miss a beat and the sun is shining and

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July 5, 2016
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The result of the Brexit referendum became clear to investment markets on Friday 24 June during trading hours on the Australian sharemarket. The market (ASX200) reversed

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June 2, 2016
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They really can’t resist meddling with superannuation for too long. After a number of years with relatively few changes, the ten-year itch has struck with the 2016 Fede

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May 5, 2016
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Time for capitalist education again. Since the last blog the All Ordinaries index has increased 5% and is up 10% since the February blog. Wow, it must either be a bull ma

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April 7, 2016
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Another profit reporting season has come and gone. As Ian Anderson from Jethro Tull sang in Dharma For One “Seek and you will find, truth within your mind”. If

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March 16, 2016
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The All Ordinaries is currently trading at 5210 which is up 6.5% since the last blog. Annualised this is 88% per annum. Far out it must be a bull market. Basically the ma

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February 9, 2016
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Welcome back to a new year. We have bushfires and floods and that darn market continues to misbehave. Otherwise ok. Still as we know what happens in the market is irrelev

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December 7, 2015
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Compliments of the season to you and your families. Have a merry Christmas and a happy safe prosperous new year. Maybe 2015 was not the best of years in the Australian sh

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November 2, 2015
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What to make of the sharemarket? It was Armageddon time in August and September. Come October and the bulls are charging with their ears pinned back and like there is no

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September 30, 2015
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Greetings it is time to think about capitalism again. And like always I bring glad tidings. This month we will look at one of the key factors in identifying stocks that c

Returns – Lower for Longer

Who Gives a Brexit Anyway

Sco-Mo’s Bluz

Is Short Selling Evil Incarnate for Long Term Investors?

SEEKING QUALITY BUSINESSES WITH FAVOURABLE PROSPECTS

TESTING PATHOLOGY

China Boom Stocks

FATHER CHRISTMAS AND CAPITALISM

The Eternal Caravan of Value Reincarnation

Competitive Advantage Equals Great Expectations