Forget the old line about “you can’t time the market”. We’ve done it, we keep doing it, and it’s made all the difference.
It’s not for everyone, but rotating the big banks around results can pick up more income plus franking along the way.
From chip demand to geopolitics, there are plenty of risks lurking that could bring Big Tech’s extraordinary run to a halt.
From hyperscalers to AI labs, demand for data centres is exploding. GMG and NXT are Australia’s best exposure to the trend.
From record debt to money printing, the signs of a looming crisis are flashing. “The Big One” may hit within our lifetime.
BHP’s dividend hit an eight-year low, yet the share price rose. What matters now is where iron ore, coal and copper go next.
Every unimaginative 20-stock portfolio held CSL for its growth. A 12% plunge and restructure shows that story has changed.
The US debt crisis is spiralling, with $37 trillion in debt and interest costs now near $1 trillion – five years ahead of schedule.
Telstra’s results gave income investors what they wanted, but a big share price rally may have made the stock riskier.
CBA shares have fallen 5% after results, but for income-focused investors, the case for holding is as strong as ever.