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20 May 2022
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If you think those darlings of the ASX, the WAAAX stocks, have the most spectacular valuation excesses, how about 80 cents to $280 in a few months? Poseidon was the biggest of all, and we don't learn the lessons.
Boom-bust cycles are inevitable and at some point, there will be a market correction although different to the GFC. Many of the signs of excess that normally precede severe and prolonged bear markets are not present yet.
Despite previous failed attempts to inject a bit of the humanities into technical minds, we are reminded that Goethe, Elliot and other great poets actually can provide insights and wisdom to make for better investors.
Every successful fund manager suffers periods of underperformance, and investors who jump from fund to fund chasing results are likely to do badly. Selecting a manager is a long-term decision but what else?
In almost 1,000 responses, our readers differ in voting intentions versus polling of the general population, but they have little doubt who will win and there is widespread disappointment with our politics.
Conservative investors who want the greater capital security of bonds can now lock in 5% but they should stay at the higher end of credit quality. Rises in rates and defaults mean it's not as easy as it looks.
In the last decade, ETFs have become a mainstay of many portfolios, with broad market access to most asset types, as well as a wide array of sectors and themes. Is there a favourite of a CEO who oversees 30 funds?
Single-member SMSFs face challenges where the eventual beneficiaries (or support team in the event of incapacity) will be the member’s adult children. Even worse, what happens if one or more of the children live overseas?
Believe it or not, betting agencies are in the business of making money, not predicting outcomes. Is there anything we can learn from the current odds on the election results?