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Don’t Fight the Fed

Don’t Fight the Fed

Jun 18, 2020

One of the most common questions financial professionals have fielded since March 23rd (the market bottom) is, why is the market rallying when we are in a Recession? While there are many answers, ranging from “a better than feared health outcome” to... read more
Look past the sugar hit, be wary of dilution

Look past the sugar hit, be wary of dilution

May 22, 2020

One of the most amazing features of the rally in the ASX since late March has been the sheer demand for capital raises which has seen many companies able to raise seemingly limitless cheap capital with investors seeking minimal discounts to market prices and most... read more
What will normal look like?

What will normal look like?

Apr 27, 2020

While there has been a lot of discussion over the past few weeks on how quickly Australia can return to normal in a post-Covid 19 world, the question I have been focusing on is “what will normal look like”? In particular, will the shock to GDP and unemployment be... read more

The New Normal: Oracle Update March 2020 Quarter

Apr 15, 2020

In the last quarterly update I expressed some hesitation over broad based market returns in the near future simply due to elevated valuations and the length of the post-GFC cycle. Nonetheless, I would never have predicted that by the next quarterly update not only we... read more
The New Financial World, by Sharon Goodwin

The New Financial World, by Sharon Goodwin

Jan 15, 2019

The world has changed from 10 years ago. Is your portfolio still positioned appropriately? After the Reserve Bank`s recent back-to back interest rate cuts, the cash rate now sits at a very low 0.75% p.a. Indeed, when it comes to rates, we are in uncharted territory,... read more
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