The FANGS freight train
It is with heavy heart that I share with you my view on markets. It is my opinion that we are on the verge of one of the greatest tests to asset valuation theory in history. To summarise the markets...
The opportunities during elevated uncertainty
The rallying market has made a 30% comeback since the March 23 lows. Magellan, a global investment firm, is cautious. With so much elevated uncertainty in the market, they’re staying cashed up at 15%, the same level as March.
Is it time to buy and if so, what?
Baron Rothschild said 'the time to buy is when there's blood in the streets' - but timing is incredibly important, isn’t it!The GFC lasted eighteen months before it started to turn. Recently, we saw our markets drop 38% in just...
Not even the best investors can predict The Bottom: What they do instead
History has shown time and again that trying to predict the bottom of a bear market is usually both pointless and incredibly hard.
The case for and against the Coronavirus creating the next GFC
The sudden drop last week took investors by surprise. Many believed the coronavirus had already peaked but by the end of last week, the S&P/ASX 200 fell 9.77% while S&P500 fell 11.49%.
With one eye on the history of the market, how concerned should we be about Coronavirus?
It has been impossible to ignore the noise around the Coronavirus lately, with the media narrative shifting more from the initial outbreak to the possibility of a pandemic, and the effects this will have on the worldwide economy. We may...
With one eye on the history of the market, how concerned should we be about Coronavirus?
It has been impossible to ignore the noise around the Coronavirus lately, with the media narrative shifting more from the initial outbreak to the possibility of a pandemic, and the effects this will have on the worldwide economy. We may...
What is going to happen in the market? The experts disagree but you can use that to your advantage
Diversification is the key to building a robust portfolio. Gold and stocks are not closely correlated investments, so a healthy portfolio could have a mix of both.
Berkshire operating profit grew even larger this quarter hitting record-high earnings
Berkshire Hathaway Inc. operating earnings has hit a record high in the third quarter, climbing 14% to $7.86 from $6.88 billion since last year, fuelled in part by gains from its infrastructure businesses such as rail, energy and utilities -...
They label him “The God of Stocks”, here’s why
The year is 2010 and economists are in a frenzy about a hot-headed go-getter by the name of Elon Musk taking his company, Tesla, public.