Dear Reader, You don’t expect investment insights over beer after a round of golf. But I was chatting with a few gents yesterday overlooking the bay at Mornington Golf Course. The topic: The future of the office. One reason for the discussion is that home sales across the Mornington Peninsula are booming. Remote working and […]
By Callum Newman,
Happy Australia Day! I hope you’re celebrating today with a bit of sun, or style, or both. Personally, I’m planning a swim down the beach with my two daughters. There hasn’t been too many days like that this summer down here in Victoria. Regardless, the markets stand still for no man or woman. Every day […]
By Callum Newman,
Today’s Daily Reckoning Australia continues to scan the sky and feel the wind for any sign of an imminent storm. The current market is a little like being out in the ocean without a compass or GPS. Why so? Central banks and government are distorting the market’s price signalling mechanism. You can never trust what […]
By Callum Newman,
Oh, what a web the market weaves. Look around you: doesn’t everything and everybody feel a little too comfortable? There could be a short-term trap brewing here. Why so? Call it instinct if you like. I follow a lot of stocks, each and every day. The price action in the market is telling me to […]
By Callum Newman,
Today’s Daily Reckoning makes no apologies for beginning today’s note with a giant ‘FU’ to Twitter, Google and Facebook. All are complicit in limiting free speech and expression of thought. Likely you know that Donald Trump is banned from the two social media platforms above plus YouTube. But events lately are even more insidious than […]
By Callum Newman,
And away we go for another year of Reckoning! 2021 is already throwing out fireworks. There’ll be plenty more coming up too. What are the big themes of the year? Right now, it’s the tussle whether inflation is coming…or if the current chatter is just another false signal. There’s been a few of those over […]
By Callum Newman,
Dear Reader, Sometimes the absurdity of the financial world has you wiping the tears from your eyes with one hand…and holding your stomach with laughter with the other! News just in from Shenzhen in China says luxury apartments are selling out in minutes. Buyers are paying out huge commissions to get in on the action. […]
By Callum Newman,
Dear Reader, Your first drink is always good. The second is usually very good. I feel the same way about Melbourne skyscrapers. They tell me that the ‘big property collapse’ everyone fears isn’t going to happen. Why do you care? You have a massive opportunity to ‘buy the dip’ in Australian property over the next […]
By Callum Newman,
Today, Profit Watch offers you a reminder that might make you sleep a little easier at night. After all…it’s been a wild ride in the markets over the last few weeks. It’s tempting to stay glued to your screen to see what the Dow Jones is doing. Or to wonder where the ASX 200 might […]
By Callum Newman,
Do you remember what I told you last Tuesday? Well done if so. Personally, I can barely recall what I had for breakfast this morning! Here’s a refresher… I said watch cannabis stocks — the other ‘green’ revolution happening now. A week can be a long time in the market. ASX ‘Pot’ stocks are suddenly […]
By Callum Newman,
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