What Are ASX Retail Stocks Telling Us?
Most companies have wrapped up their half-year results, including the Aussie retailers. What do their results suggest about the financial health of the consumer? Read on to find out…
Why You Should Care about the Neutral Rate of Interest
Why You Should Care about the Neutral Rate of Interest
My challenge today is to make you care about the neutral rate of interest. I want to persuade you that the neutral rate of interest matters for stocks and the economy.
The Aussie Consumer and the Fate of the Economy
The Aussie Consumer and the Fate of the Economy
How much stress is the Aussie consumer under? With retail sales slowing in the December quarter and mortgage interest repayments set to spike later this year, is the Aussie consumer — and the economy — set for pain ahead?
Is This the End for ASX BNPL Stocks?
Is This the End for ASX BNPL Stocks?
In today’s Money Morning, Openpay is in receivership. Laybuy is delisting. Is this the end of BNPL in Australia, and what can investors learn from the whole ordeal? For one, unit economics are a valuable tool.
Leading Economic Indicators and the Stock Market
Leading Economic Indicators and the Stock Market
In today’s Money Morning, how useful are leading economic indicators? Are they sufficiently ahead of the curve? And why should they matter to investors anyway? Read on to find out…
ASX Stocks Join Global Market Rally
ASX Stocks Join Global Market Rally
In today’s Money Morning, the ASX 200 is up 7% so far in January and is nearing a record high. European shares are rallying. Chinese tech stocks staged a US$700 billion turnaround in recent weeks. What is happening? Is this a rational recovery or irrational exuberance?
Investing in Exponential Themes and Picking Winners
Investing in Exponential Themes and Picking Winners
In today’s Money Morning, big wave surfers try to catch 100-foot waves. Exponential theme investors try to identify big trends to land 100-baggers. Both require luck, skill…and timing.
Dispatches from Europe
Dispatches from Europe
In today’s Money Morning, travelling around Europe over the break, I returned with some observations touching on the different approaches to urban planning and city living…and how these affect efforts to transition to greener energy. Plus, some architectural asides. Read on for more…
Do You Have the Courage for This?
Do You Have the Courage for This?
Today’s Money Morning is a special piece from Ryan Dinse — editor of Exponential Stock Investor — about the reality of exponential investing and the importance of possessing a strong mindset when it comes to such speculative trading. It certainly isn’t for everyone, as it often involves maintaining conviction in something that no one agrees with and could indeed never pay off. But, if all goes to plan, this type of investing is where the BIG gains are seen. We’re talking 67,000% gains in one case…
The 10 Worst-Performing ASX Stocks of 2022
The 10 Worst-Performing ASX Stocks of 2022
In today’s Money Morning, we look at the 10 worst-performing stocks on the All Ords in 2022…and the lessons we can draw from them.
