VISUALISING A Livewire article that captured my interest. Chad Slater from Morphic Asset Management talking about visualisation – he starts with this: "Back in high school, lacking both high levels of coordination and physical size, I ended up picking cross country and middle-distance running as my sports. One of the coaches was particularly keen on…
I was in London in 1987, in October, during ‘The Crash’, I was on the institutional desk of one of the big brokers. We still look back and wonder why it happened. There were a string of reasons in hindsight. The Big Bang. The introduction of computer trading. Or just an extreme moment for ‘the…
The Growth Portfolio we manage for our investors and Members ($55m) has outperformed over the COVID-19 outbreak. For us COVID-19 was not a disaster, the volatility it caused proved to be a fabulous opportunity instead. How have we outperformed? And why have we locked it in? At the risk of letting out our Secret Herbs…
I thought this email was worth publishing. This email followed Henry's On the Couch session with Technical Analyst Regina Meani on Saturday: EMAIL FROM A MEMBER – Over the years I have tried and tested just about every indicator that exists. I also try to keep things as simple as practicable, but still effective, so have…
It is interesting sometimes to look back at momentous turning points. For us, that was late March. I thought it would be a good idea to have look back at my March ramblings in Henry’s Take especially on small caps and the overall strategy of the team.
The COVID-19 pandemic and subsequent market volatility have seen scores of Australians jump into the stock market in recent weeks, enticed by the opportunity no doubt. ASIC reported a record number of new trading accounts since March, when the market bottomed. An average of 4,675 new accounts a day were opened between 24 February and…
A WIN FOR AUSTRALIA You may have read that the AOFM (Australian Office of Financial Management) just pulled off the biggest bond issue in Australian corporate history. They just sold $19bn of November 2024 Government Bonds. The initial issue size was $13bn and they saw $53.5bn worth of bids at a coupon of 1.02%. There…
Our Compound Calculator will let you see: How much you should be saving regularly for your goals and/or retirement How much compounding increases your savings with little to no hassle How to calculate your compound interest “Compound interest is the 8th wonder of the world. He who understands it, earns it; he who doesn’t, pays…
“Australia back in business by July” is the message from the cabinet meeting yesterday. The government clearly don’t want to be seen to be slow getting the economy going again and have developed a few catch phrases like “A sustainable COVID-19 Safe Economy” which means continuing with social distancing and safe hygiene. They expect the…
