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8 May 2026
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A long-time advocate of the merits of generating income by investing in industrial companies rather than bonds or deposits checks his 'mothership' chart for the latest results, and continues to feel vindicated.
It might be a 'black swan' event, but the market is down only 15% since its peak. Looking back at an article written in 2008 reveals the uncertainty at the time was similar to the unknowns now.
The current yield on a share or trust is simply the latest dividend divided by the current share price, an abstract number at a point in time. What really matters is the income delivered in the long run.
Those who worry about a tough year for shares in 2019 should not overlook the risks in fixed rate bonds, which might not be the defensive play required at this time. Better to watch for the bargains the share market will offer.
For long-term investors who can tolerate short-term volatility, shares will deliver the best outcome including income in retirement. It's cash and term deposits that are the long-term risks.
As part of the continuing discussion about dividends, Peter Thornhill sent in a chart that compares the long term performance of three Australian LICs with Warren Buffett's legendary Berkshire Hathaway.
Global equity markets have grown more correlated due to globalization, but this trend may reverse which boosts the benefits of cross-country diversification.
Research highlights the significant impact of excluding housing income from income inequality analysis in Australia, arguing for the inclusion of imputed rent and capital gains to provide a more accurate picture.
The lithium rally mirrors the early-2010s tech stock surge, with demand set to double by 2030. Supply has been slow to respond, creating a market deficit for future tech like humanoid robotics and solid-state batteries.
Increasing our official cash rate contrasts with almost every other developed country in the world. Canada, UK, Europe, and USA, so far, have not reversed recent cuts while their inflation issues appear to be contained.
Around the world, democracy as a system of government is backsliding. After more than 50 years of liberal democracy in ascendancy, democratic progress plateaued around the turn of the century and is now going backwards.
Financial commentators await the federal budget with focus on debt and deficit. 'Off-budget' accounting alters the fiscal picture with unseen programs.
Ashley Owen's abridged monthly snapshot uncovers what is front of mind for investors around the world and his view on the likely outcome of the stand-off in the Middle East.