A Finsec View – Lowe’s charts, The great reallocation, Stumbling towards retirement, Megatrends and More
29th July 2022 Has there ever been more general public interest in inflation? It's even reached the unusual point where the Prime Minister, Anthony Albanese, has waded in, warning the Reserve Bank against "overreach". Typically, Prime Ministers are expected to be on their 'best behaviour' when it comes to influencing the independence of the Central Bank. It certainly [...]
A Finsec View – Reaching for resilience, Hyperloops, The oldest of them all, Mungar musings & more
15th July 2022One of the tribulations of checking the junk folder of your emails is seeing how people are trying to scam you. Scammers typically sell things that are highly desirable but require hard work and patience. Want to lose weight? Forget going to the gym and adjusting your diet - drink this miracle water! Want to become rich? [...]
A Finsec View – Stagflation, Ok Boomers, Market emotions, Labour shortages and More
1st July 2022 It is a brand new month, quarter and fiscal year, and we will just have to wait and see if (for markets and the economy) it is indeed a new beginning or much of the same. Today also marks the 30th anniversary of the introduction of compulsory super and the Superannuation Guarantee (SG). Initially set [...]
A Finsec View – What to make of the market sell-off, SMSF BDBN ruling, Outcome bias and more
17th June 2022 As no doubt you will be aware, there have been significant declines on the US share markets over the last week and again last night, leading to substantial declines on the ASX. The US market index (S&P500) is now down -23.5% so far this year, and the NASDAQ is down more than 30%, meaning they are now [...]
A Finsec View – Recession fears, ASX 300, Timeless advice and more
3rd June 2022 Those tasked with running the world's economies right now are having quite a time of it. Inflation, interest rates, property markets, unemployment, war, and lockdowns are indeed quite a line-up! Gaining clarity and a sage perspective on the topic(s) is not always easy to come by, which is why we jumped at a recent invitation [...]
A Finsec View – Berkshire Hathaway AGM, Baby Bust or Boom, Compare Pears with Pears, Wages Growth and More.
20th May 2022 It's election eve, and this week the coalition found a new policy to give their campaign some last-minute momentum. It is, of course, Mr Morrison's 'it's your money' scheme which would allow first home buyers to withdraw 40 per cent of their super up to a maximum of $50,000 to put towards the purchase of [...]
A Finsec View – Election Season, Australia on the Move, Modest V Comfortable and More…
6th May 2022 'Tis the season to be voting', and we are often asked which side of politics has been better for investors - left or right? In the words of any good economist, the answer is - it depends. In Australia, global trends tend to dominate the direction of local capital markets and economic conditions. Still, the [...]
A Finsec View – Yield curves, Shanghai shipping from space, get rich slowly & more
22nd April 2022 This year’s Anzac Day will mark the first unrestricted marches, dawn services and reunions since the start of the pandemic. Together (and in-person), old, young and new Australians will remember the price we pay for living in a free and peaceful society. On this day, we remember the servicemen and women who risk and, at times, sacrifice [...]