Author Archives: Romano Sala Tenna

Australian resources stocks were rocked in the wake of British-listed … Continue reading Miners smashed in market rout

The graph below courtesy of JPMorgan relays an interesting message: … Continue reading Energy Company Short Positions at Multi-Decade Highs

One report this morning indicated that oil may fall as … Continue reading US Oil Production IS Declining

The problem with oil is not that it is ‘suddenly’ … Continue reading We’re Missing the Point on Oil

The Wall Street Journal’s August Economic Survey shows 82% of … Continue reading Katana: A stock we like for rising US interest rates

Pioneer Credit Limited(PNC) The catch cry of long in the … Continue reading 3 Emerging Gems

Romano Sala Tenna, Portfolio Manager at Katana Asset Management, says … Continue reading Record differential present opportunities in small cap industrial stocks

We don’t do a lot in the emerging technology space. … Continue reading Independent Verification is Essential in Technology Investing

The sense of crisis swirling around iconic Australian supermarket chain … Continue reading Australia’s Woolworths slashes profit outlook, seeks new CEO

We conducted a small investor tour this week visiting 8 … Continue reading The Good, the Bad and the Worse

First came the Daleks, then Darth Vader and then Davnet. … Continue reading Those Who Forget the Mistakes of the Past are Doomed to Repeat Them (Part I)

It should be clear that speculative booms can last a … Continue reading Those Who Forget the Mistakes of the Past are Doomed to Repeat Them (Part II)

STO is polarising analysts, fund managers and retail investors alike. … Continue reading 3 Things we learnt from our catchup with Santos (STO)

Investors in Australian broad index funds find themselves in an … Continue reading Index investors stung by dropping banks