Key themes in 2019

February 5, 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

January 6, 2019

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

October 30, 2018

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

August 8, 2018

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?

March 6, 2018

Uranium – Deep value or trap? The uranium spot price is down approximately 70% (since Jan 2011), with the bear …more

Woolworths the Ultimate Defensive

February 4, 2018

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

Key Stock Picks 2018

January 28, 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

January 28, 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

November 29, 2017

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

October 5, 2017

Out with Lay-by in with Afterpay I was recently walking around my local shopping centre behind two girls in their …more