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Tuesday, 14 July 2020
Recently trending 11 lessons from my lousy $50K profit on AfterpayHow much bigger can the virus bubble get?Which companies will do well in the turmoil of 2020?Share trading is the new addictionWhat is happening with SMSFs? Part 1
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A pin lies in wait for every bubble. And when the two eventually meet, a new wave of investors learns some very old lessons: speculation is most dangerous when it looks easiest.
The traditional notion that retail investors buy high and sell low has not been supported by activity at this broker, who has seen investors looking for bargains after the Covid-19 sell-off.
John Pearce's Unisuper funds were among the top performers over most time periods to end 2019. He reveals he has suspended stock lending due to coronavirus and issued a video update to his members.
As sharp market falls in Australia and globally mark an end to coronavirus complacency, it's worth reflecting on the economic effects of other major pandemics of the 20th century and beyond.
Each time share markets sell off suddenly, investors need to ask whether it’s a real crisis or a false one. Here are some current issues to consider amid the optimism that has pushed markets in 2019.
The Australian market again delivered strong returns in 2017-2018 with big sector differences, but there were large variations in global performance depending on the currency hedging strategy.
The widely-used cyclically adjusted price-to-earnings ratio (CAPE) is at historic and relative highs in the US. The co-inventor of CAPE, Robert Shiller, is advising not to give too much weight to US equities.
The markets successfully negotiated many fear factors in 2017 and rewarded investors. What does 2018 bring for Australian and global shares, listed property and fixed interest?
'Grey swans' are surprises that are improbable but more likely to occur than 'black swans', and investors should consider the possible impact on their portfolios. Some of these swans will paddle by this year.
Investors celebrated when the Dow broke through the 20,000 mark last month, but in real terms, it's a more sobering picture. Australian stocks in particular are struggling to reach their previous heights.
Learning about investing is a long journey and the recent period of market turbulence offers valuable lessons in the way markets behave.
During the Australian government debt default, how did the performance of equities versus bonds compare? It was a time when investing in bonds was more common than equities.
Afterpay listed at $1 in 2016 and traded recently at $70. How should an investor treat a small holding in a 70-bagger when each new level defies the experts? Should true believers let the profits run?
Stocks have rallied hard creating a virus bubble, but will this run for years or collapse in a matter of months? The market is giving a second chance to leave so head for the exit before there's a rush.
While the shutting of Australia’s borders to international travellers and quarantine measures is damaging to certain sectors of the economy, it is not uniformly negative for all companies.
The ability to buy and sell cheaply and quickly in small parcels is both the biggest drawback and benefit of shares. But it encourages people who should not go near the market to use it as a casino.
Taking a realistic view of the median ‘operating expense’ of an SMSF shows they cost less to run than previously claimed. Look at this granular breakdown and see how the costs of running your SMSF compare.
Investors tend to overstate the impact on investments when something significant happens and they assume the future will be different. COVID-19 has been dramatic, but is it really that unusual?