Dear Reader, Disinflation versus deflation. Momentum versus fundamentals. Price versus earnings. Today’s What’s Not Priced In episode is all about contrasts. Greg Canavan and I discuss the diverging economic fortunes of the US and China, momentum trading pulling valuations away from fundamentals, and the listless Aussie market. Greg then explains why commodities still offer long-term […]
In today’s Money Weekend, trading markets is a great teacher…why I think there could be some more downside ahead in the S&P 500…we’re getting close to a window of opportunity…and more…
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.
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