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3 July 2024
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When you've been around long enough to have witnessed financial disasters, you wonder at the exuberance of youth embracing the great unknown. Are you missing out or will being old and tired eventually prevail?
Poor quality companies sometimes deliver impressive short term gains, especially when left behind in a previous rally, but the longer term is likely to disappoint. When equity markets turn, nobody likes to be exposed.
Investments using margin loans must at least cover the cost of interest and other fees, currently around 8%. Fewer investors are using these products, but how long until we fall in love all over again?
The current crop of LNG projects represents a combined $188 billion in investment, but Japanese buyers are looking at other sources. What they find may have a significant impact on returns for Australian investors.
Poor management can quickly erode value, even in a good business, so it’s important to have confidence in the people pulling the levers.
Buying long-term bonds at yields below historical inflation rates is asking for trouble, despite the recent rises in bond rates. Even QE policymakers have their doubts.
The best way to lose money in markets is to chase the latest stock fad. Conversely, the best way to build wealth is by pursuing a timeless investment strategy that won’t be swayed by short-term market gyrations.
Australian consumers have held up remarkably well amid rising interest rates and inflation. Yet, there are increasing signs that this is turning, and the weakness in consumer spending may last years, not months.
The nine lessons include there is always a cycle, the crowd gets it wrong at extremes, what you pay for an investment matters a lot, markets don’t learn, and you need to know yourself to be a good investor.
It's that time of year when investors sell underperforming stocks at a loss to offset capital gains from profitable investments. This tax-loss selling is creating opportunities in three quality ASX stocks.
Across the globe, leaders are concerned about the fallout from declining birth rates and shrinking populations. Australia, though attractive to migrants, mirrors global birth rate declines, and faces its own challenges.
Australians are paying almost two billion dollars in credit and debit card fees each year and the RBA wil now probe the whole payment system. What changes are needed to ensure the system is fair and transparent?
Many Australians neglect key retirement planning tools. Investment bonds are increasingly valuable as they facilitate intergenerational wealth transfer and offer strategic tax advantages, thereby enhancing financial security.