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20 January 2026
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In the six years I have been writing these introductions, I have been reluctant to make macro forecasts. There are so many factors at play that predictions become an unsatisfactory 'on the other hand' exercise.
A fund manager on the wrong side of the market must tough it out and have the strength of their convictions, satisfied that their investment process will bear fruit over the long term. The LIC structure gives more time.
Labor's franking credit proposal will reduce the income of many retirees who do not believe they are wealthy. Here's an exchange with a reader who just wants an answer to "Is it fair?"
SMSFs are currently the largest segment of superannuation, but by 2020, industry funds are expected to dominate, having recently overtaken retail funds. Labor's franking proposal will accelerate the trend.
The 'direct investment options' may have structural advantages for franking credit refunds, but that does not mean SMSFs do not have their own specific advantages. What's best for the superannuant?
It's as legitimate an investing technique to short sell an expensive company as it is to buy or go long a cheap company, with the added advantage of less competition on the short side.
What are the best ways to build a simple portfolio from scratch? I’ve addressed this issue before but think it’s worth revisiting given markets and the world have since changed, throwing up new challenges and things to consider.
Nearly all the indicators an investor would look for suggest that this secular bull market is approaching its end. My models forecast that the US is set for 0% annual returns over the next decade.
We don’t have a housing shortage; we have housing misallocation. This explores why so many bedrooms go unused, what’s been tried before, and five things to unlock housing capacity – no new building required.
Lump sum investing usually wins, but it can hurt if markets fall. Using 50 years of Australian data, we reveal when staging your entry protects you, and when it drags on returns.
It has been years since the US stock market has been so focused on a single driving theme, and AI is unquestionably that theme. This explores what it means for US and global markets in 2026.
The US has elevated energy to a national security priority, tying cheap, reliable power to economic strength, AI leadership, and sovereignty. This analyses the new framework and its implications for Australia.
Most people know Maduro was a dictator and Venezuela has oil. Few grasp the depth of suffering or the country’s democratic history - essential context as the US ousts Maduro and charts Venezuela’s future.