The latest monthly CPI reading came in lower than expected, and the market reacted well. But is this warranted? And what’s the bond market telling us? Inflation is cooling, because households are retrenching. The US consumer is running down their savings and the amount Aussie households are putting into offset accounts is at multi-year lows.
Investing in AI: Hype, Business Models, and Risks
In today’s Money Morning…we have a habit of getting carried away by technological advancements…AI boom, what boom?…the role imagination and scepticism play in investing…and more…
What’s Not Priced In #14: When to Sell Stocks (It’s Not Easy)
What an episode we have for you this week, packed with stock analysis and hard-earned wisdom.
Can You Really Find 100-Bagger Stocks?
Finding a 100-bagger is every investor’s peak. But is it really achievable? Can you find 100-bagger stocks on the ASX?
ASX Iron Ore Stocks in Structural Decline?
In this episode of What’s Not Priced In, Greg Canavan and I assess the worries surrounding China’s ailing economy and more…
Are the Biggest ASX Stocks Overvalued?
In today’s Money Morning…are the biggest stocks on the ASX overvalued? Let’s look at Commonwealth Bank, CSL, and BHP to find out.
What’s Not Priced In #12: The Momentum Trade Is Breaking Down…
Dear Reader, Disinflation versus deflation. Momentum versus fundamentals. Price versus earnings. Today’s What’s Not Priced In episode is all about contrasts. Greg Canavan and I discuss the diverging economic fortunes of the US and China, momentum trading pulling valuations away from fundamentals, and the listless Aussie market. Greg then explains why commodities still offer long-term […]
Dispelling Myths About the Price-to-Earnings Ratio
In today’s Money Morning we tackle the most popular metric of them all — the price-to-earnings (P/E) ratio…Terry Smith argued that intrinsic value matters…Roger Montgomery had a streetcar analogy to make the point…read on to find out more…
What’s Not Priced In #11: ASX Stocks Are Pricier Than You Think
In today’s Money Morning, our Reserve Bank is now very conscious of the straggling effects of its rapid rate cycle…we may have summited the peak, but we’ll be trudging through a plateau at high altitude for a while…and more…
When to Sell Stocks
In today’s Money Morning…studies have shown individual investors are more likely to sell a stock that has gone up than down…buying a stock isn’t the culmination of the investment process but a transition to a different phase…and questions to ask when you’re ready to sell.
