Category: News

We are converting our webcasts into podcasts so you can consume them at your leisure.

With favourable rain, a record low Australian dollar, low interest rates and a near record high commodity prices, the agriculture sector is one of the few industries benefiting from the current conditions.

“Just buy something for less than it’s worth” Warren Buffett said almost thirty years ago. The quote neatly sums up the famous investor’s philosophy.

As well as having infected in excess of 3.6 million and claimed 250,000 lives, COVID-19 has put the global economy into a deep freeze. It’s no surprise that markets have reacted positively to the news of an antiviral drug that could help COVID-19 patients recover faster. Five Australian hospitals are already in line to receive the drug.

Nothing has stirred our curiosity through the years more than imagining the ultimate mode of transportation. The car has long been a symbol of financial freedom and the ability to decide one’s own journey. It has been, and still is, so much more than just a vehicle.

Most of us have probably become used to conducting increasingly large chunks of our lives online during the COVID-19 pandemic. Many people will find that the internet works just fine for their purposes from streaming videos to writing emails, however for more sophisticated technology companies, today’s internet infrastructure isn’t nearly good enough for what they want to achieve.

Every year, shareholders of Berkshire Hathaway take the pilgrimage to Nebraska to hear the wisdom of its CEO and Chairman Warren Buffett. This year the meeting was streamed live as Buffett covered his thoughts on the company, the markets and the economy. Here are the key take-aways.

Australian food has held up well in the COVID crisis. We’re back to fully stocked supermarket shelves and supply chains are catching up to demand. Despite a difficult 10 years, Australia’s food sector has proven to be robust – so how did we get here? 

The lithium-ion battery revolution is here and it’s powering our way into a 100% renewables future at scale.  In 2017, the world’s largest lithium-ion battery storage system went live in South Australia. It provides backup power to 30 000 homes in a state infamous for its blackouts. The following year, Hyundai installed a similar system in the South Korean town of Ulsan. AES Energy Storage is set to complete a similar project in California by 2023. 

Steve Jobs was famous for nurturing Apple’s enormous cash pile even when he was advised to spend it. He knew that even the most successful companies are vulnerable to market changes and the ups and downs of the industry

If you’re a trader in the Bear camp like me then you are probably perplexed each day watching the strength of this current market rally and wondering what will it take for investors to see what you see in order to propagate a shift in market direction ending this rally.

It is impossible to overstate the unprecedented disruptions the world is facing with COVID-19. Stock markets have plunged worldwide and our healthcare system is overworked. It seems every time you turn on the television or open your phone there is more breathless coverage of the epidemic. There is little time for anything else in the media and the collective attention than the threat of COVID-19, both as a disease and as a crisis.