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2 February 2026
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Market dips, timing buying and selling, price for good management, interpreting the yield curve, what is BBSW, global issue doing good, and a White Paper on SMSFs.
Long term investors look forward to market-wide falls because good companies are sold off along with the rest. It gives a chance to buy into companies that were previously considered too expensive.
Once you have formed a view on the intrinsic value of a company, you can cut through the noise of fashion and sentiment to strengthen your portfolio, buying shares when undervalued and perhaps selling when overpriced.
The market rewards companies it thinks allocate capital well and similarly punishes those who don’t. It tries to anticipate the future and thus the changes in future returns on capital before they happen.
A range of factors determine interest rates, and the yield curve reflects expectations of the future. Even if interest rates look low, waiting to invest is attempting to outguess the market.
The Bank Bill Swap Rate (BBSW) is an important metric in many markets. It’s used as the benchmark for hybrids, FRNs and billions of dollars of loans and bonds.
The soon-to-be-listed Future Generation Global Investment Company delivers on numerous fronts. It offers an appealing structure for investors while benefiting needy charities, but there are a few points to watch.
One hour interview with Elon Musk. A game-changer.
What are the best ways to build a simple portfolio from scratch? I’ve addressed this issue before but think it’s worth revisiting given markets and the world have since changed, throwing up new challenges and things to consider.
At this time last year, I forecast that 2025 would likely be a positive year given strong economic prospects and disinflation. The outlook for this year is less clear cut and here is what investors should do.
Treasury has released draft legislation for a new version of the controversial $3 million super tax. It's a significant improvement on the original proposal but there are some stings in the tail.
The renowned investor says 2025’s real story wasn’t AI or US stocks but the shift away from American assets and a collapse in the value of money. And he outlines how to best position portfolios for what’s ahead.
The predictions include dividends will outstrip growth as a source of Australian equity returns, US market performance will be underwhelming, while US government bonds will beat gold.
We don’t have a housing shortage; we have housing misallocation. This explores why so many bedrooms go unused, what’s been tried before, and five things to unlock housing capacity – no new building required.