Things to watch out for in the reporting season There have been a number of serious headwinds for corporate Australia, some of which are only just becoming apparent. This week we saw the new vehicle sales coming in far weaker than expected and showing no sign of the trickledown wealth effects of a housing boom.…
Henry Jennings I received an email this morning regarding ETFs. Everyone has heard of ETFs and many are suspicious of them. The question many ask is what happens in a market crash? How will ETFs perform and will they survive? Firstly, what is an ETF? At its core, it is an instrument that replicates the…
They are calling the coronavirus a “Grey Swan” event. Not sure quite what they mean by that. Not a Black Swan event but not a White Swan event by the sounds of it. Or maybe its just an expression to say “Panic but don’t panic”. The expression “Black Swan event” comes from 16th century Europe…
Season’s greetings, we hope you enjoy our MT Christmas reading list which the team have put together for our members. This is a list of books that have been of great influence, helpful in their investing and research process or have been a great source of wisdom. Not sure what to buy your loved one’s…
IDEA OF THE DAY WESTPAC BANK (WBC) Henry: ABC News Breakfast, 26th November To hear more from Marcus Today, sign-up for a FREE 14-day no obligations trial HERE. Events are moving fast this morning. I was on air on the ABC as the news broke that Brian Hartzer had resigned. Hardly a surprise given…
“DAD, WHAT IS THE BEST INVESTMENT IN THE WHOLE WORLD?” I have four kids. Three of them are now driving, which means that in the last five years we have gone from a ratio of two taxi drivers being taken for granted by four passengers to five taxi drivers and one passenger. While that has…
My article on Franking Credits on Livewire, click to read: BEST PERFORMING FUNDS We have systems that track fund manager movements. As a private investor you can track fund managers through their monthly or quarterly investment fund reports available on their websites. Almost all fund managers provide these monthly reports on their funds. These almost always…
IDEA OF THE DAY If we could show you how it was possible to generate a 6% return, using Top 100 equities and hybrids, would you be interested? Well, that’s what we’ve got for you today. In the last in our series of income investing articles we have constructed the GOLF PORTFOLIO – a portfolio for the investor…
