Interest rate suppression backed yield-starved investors into a corner. They were forced to seek out (or remain invested in) higher yielding investments. The recent volatility on Wall Street, combined with the RBA’s belligerent approach to maintaining NEGATIVE real (after inflation) rates, means investors are now facing a serious conundrum. More and more people have been […]
By Vern Gowdie,
Bitcoin [BTC] has a price, but does it have any value? Is there a future income stream you can value on a discounted cash flow model?
By Vern Gowdie,
My nearly four decades in this business has given me a very different perspective to the analysts who’ve only been around for the good times.
There are cycles within cycles within cycles.
By Vern Gowdie,
‘Say you don’t need no diamond ring ‘And I’ll be satisfied ‘Tell me that you want the kind of things ‘That money just can’t buy ‘I don’t care too much for money ‘Money can’t buy me love’ The Beatles Other than love, what are the kind of things money just can’t buy? Trust. Respect. Knowledge. […]
By Vern Gowdie,
One of Australia’s most passionate climate change advocates is Mike Cannon-Brookes…the billionaire co-founder of Atlassian. Mike has received a lot of press lately about the plan he and Canadian asset manager, Brookfield, have been hatching to takeover AGL. On 21 February 2022, The Sydney Morning Herald reported: ‘The ambitious offer for AGL…valued the company at […]
By Vern Gowdie,
Dear Reader, The 100-year parallel between 1920 and 2020 is unmistakable. Spanish flu followed by a short, sharp depression. A century later, COVID-19 delivered a particularly nasty recession…and, for some business owners, it was a depression. Since both situations were clothed in identical attire, surely a Roaring Twenties decade is in our future? Remember the […]
By Vern Gowdie,
Dear Reader, ‘How much do you need to retire?’ That’s not a question. It’s the title of an article recently published by a major bank. It was too tempting to resist. I took the hook. What’s the industry’s take on ‘how much is enough?’. Determining the amount of capital needed is a fairly straightforward mathematical […]
By Vern Gowdie,
In playing to the crowd, Albanese is either ignorant of or is ignoring the interconnectivity of global financial markets and economies.
By Vern Gowdie,
That one word, ‘be’, has the power to frame your thinking on the responsibilities that come with wealth.
By Vern Gowdie,
We’ve seen this ‘beginning of the market end’ movie a few times in recent years.There was 2015. Then came 2018. And, most recently, the short sharp hit in March 2020.
By Vern Gowdie,
Investment ideas from the edge of the bell curve.
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