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Friday, 17 September 2021
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Leading insights from Roger Montgomery, Steve Johnson, Marcus Evans, Warren Bird, Erik Weisman, Rudi Filapek-Vandyck and Brett Lewthwaite.
Many new 'disruptive' businesses are simply older-style businesses dressed up, and even if it's an attractive and ultimately profitable new space, competitors will join the party.
Value and contrarian investors often buy shares in companies rejected by the market, which makes it the hardest way to invest. It looks great when it works but idiotic when the market continues to disagree.
SMSFs are continuing to use the ASX20 as a bargain buy, but are also diversifying into mid caps and international shares via direct investments, ETFs and LICs.
Claims that zero tax rates on superannuation pension funds are a rort are misinformed because they ignore the taxes paid to put money into super, and the social contract that super was designed for.
Many experts are warning that over the past 60 years, the yield curve has inverted in advance of every recession, but will a yield curve inversion have a different result this time?
Before the GFC, many experienced market professionals forgot about risks such as liquidity, and did not do the research needed to minimise the problems. It will all happen again.
Who knew? With some surprise results, the Government is on unexpected firm ground in asking people to draw on all their assets in retirement, although the comments show what feisty and informed readers we have.
It's a remarkable statistic. In any year since 1875, if you had invested in the Australian stock index, turned away and come back eight years later, your average return would be 120% with no negative periods.
Never stand between Australian households and an uncapped government programme with $3 billion in ‘free money’ to build or renovate their homes. But excess supply is coming with an absence of net migration.
Picking macro trends is difficult. What may seem logical and compelling one minute may completely change a few months later. There are better rewards from focussing on identifying the best companies at good prices.
Some high-quality companies have emerged even stronger since the onset of COVID and are well placed for outperformance. We call these the ‘COVID Opportunists’ as they are now dominating their specific sectors.
Critics of franking credits are missing the main point. The taxable income of shareholders/taxpayers must also include the company tax previously paid to the ATO before the dividend was distributed. It is fair.