Key themes in 2019
In this report, we outline the key themes which we believe will impact the Australian equity market in 2019. It …more
Looking back at 2018 highlights
Looking back at 2018 highlights As 2018 came to an end, we look back at key macro events which shaped …more
Rare Earths Rare Opportunity
Rare Earths Rare Opportunity Lynas (LYC) mines rare earths in WA at its World Class, long life deposit (still 25 …more
Surviving the Super Slide
Surviving the Super Slide It is very rare for the consequences of one companies actions to have such a profound …more
Uranium – Deep Value or Trap?
Uranium – Deep value or trap? The uranium spot price is down approximately 70% (since Jan 2011), with the bear …more
Woolworths the Ultimate Defensive
Woolworths the Ultimate Defensive Back in July 2016, Woolworths was getting crucified by the media for its now doomed entry …more
Key Stock Picks 2018
In this report, we outline the key themes which we believe will impact the Australian market in 2018. All else …more
Global Stock Market Themes 2018
Global Stockmarket Themes 2018 We are moving from a period of low inflation and very accommodative monetary policy (“goldilocks”) to a …more
It’s time to check out
It’s time to check out The best part of my job is when I can deliver a winning trade for …more
Out with Lay-by in with Afterpay
Out with Lay-by in with Afterpay I was recently walking around my local shopping centre behind two girls in their …more