I don’t know about you, but we were both saying that we’re seeing more and more Chinese brands around on the road.
The AFR reports that nearly 20% of new car sales in August were Chinese car makers. Four Chinese brands are now in the top ten for sales.
Where should one invest for the longer term? This is not as “easy” as it was 12-24 months ago.
I was pounding the table to buy back then. But the market is well and truly reflated now. The bargains aren’t there in the same way.
Commodities are cyclical. Always have been, always will be. The poor fools who bought at the top arguably got what they deserved.
You don’t buy those types of shares when they’re booming. You’re supposed to buy them when they’re down.
That’s the power of buying in a downturn, if you can get your analysis right.
But we’re not in a bear market, anymore. Where can we find something that’s still suppressed?
People chase performance. And it’s a simple fact that US shares keep trouncing Australia, and, to be fair to us, the rest of the world too.
Trump’s Treasury Secretary, Scott Bessent, knows his boss can bluster and curse and claim whatever he likes.
Bessent has the really hard job. Every day he has to convince the markets that this debt is not massive financial bomb under the global economy.
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