Australia’s stock picking sweet spot
We know that the earnings growth hasn’t been there for the last few years. The market is going up anyway.
Some people are surprised by this. They shouldn’t be.
Two stocks with “hidden” assets
Two stocks with “hidden” assets
You might remember we chatted about REITs like SCG last week. Here’s a great example of a company having a business model with another juicy angle to generate value.
Patience and time: keys to the big payoff
Patience and time: keys to the big payoff
That’s the power of buying in a downturn, if you can get your analysis right.
But we’re not in a bear market, anymore. Where can we find something that’s still suppressed?
Riding the economic cycle…or not!
Riding the economic cycle…or not!
If commercial property firms are rising, then the economy can’t be too bad. It means rents and leases are solid, or the market would be dragging them down.
ASX Trap: more brand than buck
ASX Trap: more brand than buck
People chase performance. And it’s a simple fact that US shares keep trouncing Australia, and, to be fair to us, the rest of the world too.
Two stocks for your watchlist
Two stocks for your watchlist
This is one to watch from here. I suspect that fund managers and investors might be happy to look through this short-term weakness with an eye to the longer term.
US Gov…Juicing the Markets this Way
US Gov…Juicing the Markets this Way
Trump’s Treasury Secretary, Scott Bessent, knows his boss can bluster and curse and claim whatever he likes.
Bessent has the really hard job. Every day he has to convince the markets that this debt is not massive financial bomb under the global economy.
The 4 big factors driving the US markets up
The 4 big factors driving the US markets up
We keep hearing that the US markets are “expensive” or “overvalued”.
But they keep holding around all time highs too.
If we pick through some recent stories, it’s not hard to see why, either.
H Widdup on the Diggers and Dealers vibe
H Widdup on the Diggers and Dealers vibe
When I look back on mistakes I’ve made over the years, it’s usually around being too impatient and short term.
I reckon we have a humdinger of a gold bull market on the cards, with a long way to go.
That reminds me…
Murray’s on fire…! (Plus, an ASX income idea)
Murray’s on fire…! (Plus, an ASX income idea)
I must say, too, that Murray is on a bit of a hot streak.
He put his subscribers into Lynas Rare Earths ($LYC) back in April too and that took off like a firecracker recently as well.
Yes…a rising market helps…but there’s much more to it than that.
