Is cash a good investment for your portfolio? Obviously, investors need cash to start investing. But instead of spending the money on other asset classes, we're talking about investing in cash itself - investing in money market funds, savings accounts or certificates of deposits, is a popular financial strategy for many individuals and businesses.
This type…
Education
Australian GDP growth figures for the March quarter were released earlier today. The ABS reported that GDP rose 0.3% in the March quarter and 1.1% over the year. These are the weakest annual numbers outside the pandemic since the early 1990s.
Yes, there's growth, but it is being held up by population expansion, government spending, and…
Many investors rely on share trading rules because improvisation rarely (if ever) pays off. The most durable rules tend to survive because they address recurring behavioural failures: overconfidence, loss aversion, position‑size drift, and the tendency to abandon discipline during volatility spikes. In our view, the value of a trading rule lies less in its originality…
It is the EOFY (End of Financial Year) coming at the end of this month. Whatever dates your company uses as a fiscal year, July 1 to June 30 is the Australian financial year and this is the time Australian investors should do more homework than at any other time of year. Those who prepare…
Are Australian equities appealing anymore in the brave new CGT world we live in? For more than twenty years, the rule was simple: hold an asset for more than twelve months and you receive a flat 50% discount on the gain. It was elegant, predictable, and indifferent to inflation.
The proposed shift back toward indexation forces…
ASX stocks listed overseas are usually in one of four jurisdictions: Canada, New Zealand, the US or in the UK (specifically on the AIM). Often, they follow predictable routes: go to New York if you want capital (especially from Wall St), to Toronto or the AIM when they want investors just as educated with the…
For the first time in nearly a decade, the Federal Reserve has a new chair, in Kevin Warsh. 'The Fed' is now entering a period where the market genuinely does not know what comes next.
Investors are now trying to work out whether Warsh represents continuity with the Powell era or a decisive break from it.…
Treasurer Jim Chalmers spent months building up the case for changing Australia's capital gains tax discount on investment properties, only to apply it to all asset classes, purportedly just because people would create companies or trusts just to buy real estate and still access the discount.
Correcting a distortion that inflates residential land prices without removing…
Yesterday, the ABS revealed that Australia’s unemployment rate rose from 4.3% to 4.5% in seasonally adjusted terms in April 2026. The headline figure immediately raises several questions including if the economy is slowing down, if the chance of further rate hikes is consequently reduced and also whether bond markets (until this week pricing a near‑certain…
With the uproar about the CGT and Negative Gearing Changes outlined in last week's budget, you'd imagine the goalposts had been moved for good...and that's not inaccurate to say.
For years, the debate around negative gearing and the capital gains tax discount has been a no-go zone. But given the Albanese government's large majority and iron-hard…
