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…
In today’s Money Weekend, the types of opportunities that will come thick and fast as the market recovers…we’re approaching a key date…and more…
In a previous Closing Bell video, I suggested Megaport and Spotify as ideas for tech stocks. However, we are in the middle of a storm and may have further volatility to withstand as growth slows. In today’s Closing Bell, I show you another stock that has suffered a huge drawdown in its price. However, a recent positive announcement has brought the buyers back in…
In this week’s episode, I talk to Katana Asset Management Portfolio Manager Romano Sala Tenna. Katana has generated long term outperformance (resulting in significant compounding effects) and is currenting sitting on a 35% cash weighting.
Things are starting to heat up…bonds are rallying hard, and stocks continue to rally in the current high interest rate environment…inflation is coming off the boil rapidly…and more…
This episode, we pondered the implications of the positive inflation data in the US. The key question is, is the cause behind the disinflation falling aggregate demand or normalising supply?
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