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21 May 2025
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Rising oil prices and the sharemarket, cynicism and credit risk, the amazing life of hedge fund legend Sir Michael Hintze, Ben Graham's wisdom and how the minor parties won a seat.
In the world of credit risk, you need to understand the capacity of the borrower to pay what they’ve promised, then assume that they will let you down anyway and avoid concentrating your portfolio.
In the short term, the market is a popularity contest, where prices often diverge significantly from that which is justified by the economic performance of the business. But in the long term, prices follow business performance.
Rising oil prices may sound scary to investors, but if we go beyond the popular myth and look at the facts, we see a very different picture. Rising oil prices are more often accompanied by rising stocks.
There is a potential trading opportunity in every major event, natural or man-made. But whatever you do, it's important to make a positive difference with your life, according to this Australian legend of the hedge fund industry.
The critical point is that the number of first preference votes cast for minor parties in Victoria was greater than one quota. We got what we voted for, and the system allowed minor party voters to deny a major party seat.
Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.
The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.
The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?
Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.
While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.
Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.