We conducted a small investor tour this week visiting 8 … Continue reading The Good, the Bad and the Worse
Should investors be tempted by cheapened bank hybrids?
Investors in bank shares have enjoyed huge gains over the … Continue reading Should investors be tempted by cheapened bank hybrids?
Those Who Forget the Mistakes of the Past are Doomed to Repeat Them – Part II
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
Those Who Forget the Mistakes of the Past are Doomed to Repeat Them – Part I
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
3 Things we learnt from our catchup with Santos (STO)
STO is polarising analysts, fund managers and retail investors alike. … Continue reading 3 Things we learnt from our catchup with Santos (STO)
Investors stung by dropping banks
Index investors stung by dropping banks Vesna Poljak Published: May … Continue reading Investors stung by dropping banks
Australian banks’ golden run over as growth plateaus
May 6 A golden era of record profits and lush … Continue reading Australian banks’ golden run over as growth plateaus
TurmOIL or Opportunity? We explain why Oil is compelling
In crisis there is opportunity. Katana Asset Management believe that … Continue reading TurmOIL or Opportunity? We explain why Oil is compelling
ASX struggles as bank woes outweigh oil surge
Further falls in the big banks and weakness in the major … Continue reading ASX struggles as bank woes outweigh oil surge
Oil does not have a supply side problem
Much has been written about the ‘sudden supply side problem’ … Continue reading Oil does not have a supply side problem
Hope is Not a Plan
The #1 trending saying over the past fortnight is ‘hope … Continue reading Hope is Not a Plan
Keep it simple – sir!
Keep it simple – sir! Without wishing to belie our … Continue reading Keep it simple – sir!
Half Yearly Outlook: Extraordinary Times
In last half’s outlook, we noted that ‘an astounding 90%+ … Continue reading Half Yearly Outlook: Extraordinary Times
ASX runs out of steam on avalanche of company earnings (AFR)
The Australian sharemarket finished underwater on Wednesday as a global … Continue reading ASX runs out of steam on avalanche of company earnings (AFR)
Investors wipe $41bn off market (The Australian)
Article by David Rogers – Markets Editor, Sydney The local sharemarket … Continue reading Investors wipe $41bn off market (The Australian)