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23 April 2025
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Bull markets tend to follow their own momentum until they hit a clear opposing force. The economy is like a spring about to be uncoiled with the most obvious restraint on the horizon is the return of inflation.
As fewer professionals actively research the merits of a company’s prospects, stocks become disproportionately driven by capital flows. Prices disconnect from fundamentals and there's no better example than Tesla.
Stocks have rallied hard creating a virus bubble, but will this run for years or collapse in a matter of months? The market is giving a second chance to leave so head for the exit before there's a rush.
Markets are overlooking the obvious risks as traders pass the parcel to the next buyer. Even central bankers believe: “There is something vaguely troubling when the unthinkable becomes routine.”
We are not in the heady market conditions of 1987 at the moment, but the biggest problem facing investors will be the urge to panic sell after a major fall, similar to the desire that drives buying at the top.
Bitcoins are experiencing a massive price hike, and there's little history to draw on to guide the future. However, another market provides a remarkable insight into what can happen when the optimism turns.
The widely-quoted Shiller P/E measure of the S&P500 now stands well above its long-term average, but is this a reliable signal that the US market is seriously overpriced?
Sticking to a value-driven investment strategy is difficult in a market fuelled by hope and buoyant expectations. At what point should investors forego the equity market rally to prepare for a possible correction?
Despite the recent falls, the performance of Chinese shares over the last 12 months is still above Japan, Europe, the US and Australia. But the Chinese market is a casino, and currency movements are more important.
Australians are heavily invested in residential property and the impact of a property crash is obvious for those assets. But the consequences for many other investments should be considered.
Australia may not be facing a stockmarket or property bubble right now, but there are early signs of concern. It's worth knowing what to look for and safeguarding against personal loss.
The intergenerational wealth transfer, largely driven by a housing boom, exacerbates economic inequality, stifles productivity, and impedes social mobility. Solutions lie in addressing the housing problem, not taxing wealth.
With an election due by 17 May, we are effectively in campaign mode with the Government announcing numerous spending promises since January and the Coalition often matching them. Here's what the election means for investors.
With fixed term deposit rates declining and bank hybrids being phased out, what are the best options for investors seeking income? This goes through the choices, and the opportunities and risks involved.
The S&P 500's recent correction raises concerns about a bear market. History shows corrections are driven by high rates, unemployment, or global shocks, and that there's reason for optimism for nervous investors today.
The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.
Trump's tariffs and China's retaliatory strike have sent the Nasdaq into a bear market with the S&P 500 not far behind. What are the implications for the economy and markets, and what should investors do now?