Pick a Direction
Summertime in the north means sleepy markets, but that doesn’t mean risk isn’t present. After an ambling year for the ASX, we look to be at a crossroads.
Latest
Higher taxes are a sign of desperation before the end
Governments around the world are raising taxes at the same time. But why? And what does it tell us about the future? There are three possibilities…
The Trillion-Dollar Bet
Prediction markets have grown into a US$50 billion-a-month behemoth almost overnight. Some in Australia want a piece of the action.
Room for Growth: Today Oil Makes Up 3% of the S&P500. In 1980 it was 30%
Energy makes up just 3.2% of the S&P 500 today. At its 1980 peak, it commanded almost 30%. The gap between those two numbers is where the next great rotation begins.
The Art of Doing Nothing
The ceasefire is over, the ASX is going sideways and markets can’t pick a direction. History’s best investors say the smartest move right now might be no move at all.
Four Healthcare Recovery Plays
Murray explains why patience is often a trader’s greatest weapon, introduces his simple traffic light system for judging market conditions and also looks at the post tax-loss-selling rebound emerging in healthcare stocks.
