“There are many things money can buy, but the most valuable of all is freedom. Freedom to do what you want and to work for whom you respect.”- J. L. Collins, The Simple Path to Wealth
Many of us dream of having enough money to do whatever we want. If we want to lie on a beach for months on end, we can do that. If we want to travel the world, we can do ...
It’s been widely noted how profitless companies in the US have trounced the S&P 500 this year. Less spoken of is that a similar thing has happened here, according to Mark Freeman, CEO of Australian Foundation Investment Company (AFIC).
Gold and smaller miners have soared while many blue-chip stocks have been left behind. For fund managers like AFIC ...
The performance of the Australian equities market this year has highlighted, once again, a persistent conundrum facing investors – how to approach a heavily concentrated index reliant on two sectors and a handful of stocks.
The biggest driver of the S&P/ASX 200 on the way up to the record high on October 21, and the retracement since, has been the ...
97% of super fund trustees say that they’ve improved their understanding of member retirement needs in the last three years, yet only 15% rate that understanding as being better than “good”. Only around 1 in 6 trustees can robustly track how members are faring toward (or in) retirement.
Incomplete member insights and patchy outcomes measurement are ...
One only needs to glance at a map of the US equity market to determine ‘we’re not in Kansas anymore’. The era of network economics and ever greater financialisation has wrought massive change on equity markets and increasingly on the real economy.
Ever-growing government deficits and strong ongoing growth in household borrowing are funding a ...
In our previous GQG Research, Dotcom on Steroids, we explored the striking parallels between the current AI landscape and the euphoric rise—and subsequent fall—of the late 1990s technology, media, and telecommunications bubble. In this follow-up piece, we delve into OpenAI, and take a hard look at the numbers, narratives, and risks separating the ...
Certainly 2025 will go down as yet another year dominated by the growth of the major technology companies, with AI themed investments headlining a surge in equity and debt capital market activity. Much of this activity is funding burgeoning AI capital expenditures with further significant growth expected in coming years as the major technology players ...
Direxion Daily TSLA Bull 2x Shares ETF TSLL in the US isn’t something most investors would consider. It aims to deliver 2 times Tesla’s TSLA return on a given day. That suits it more toward speculators betting on unpredictable changes in the electric car maker’s stock price in a day.
But the math is the math: The ETF should deliver 2 times the stock’s ...
We’ve received hundreds of responses to our Reader Survey, but to give as large a sample as possible, we’ll leave it open for a few more days.
We read every one of the comments received. It’s nice to hear so many of you look forward to receiving our newsletter. Your feedback will help to improve our content, and it should take only a few minutes. The ...
Stock markets have been shaky of late and talk of an AI bubble is rife. Bubbles don’t normally pop when everyone is talking about them and they also have a bad habit of going on for longer than most people think and/or can endure.
Stepping back from the daily noise, it’s clear that this AI bubble is different. The Magnificent Seven stocks are ...
Brace yourself! If only an ‘amygdala hijack’ came with this warning. In 1995, psychologist Daniel Goleman coined the term to describe what happens when individuals experience an immediate, intensified emotional response that short-circuits the rational, decision-making part of the brain. In this moment, our limbic brain (the emotional hub) takes centre ...
Earlier this year, as CBA’s market cap soared to nose-bleed heights, I wrote about a new wave of dividend darlings (global banks) emerging as CBA alternatives.
The key message was that despite CBA historically being a great investment for yield and returns, stretched valuations were flashing a signal for investors to reduce single stock risk and ...
“There are many things money can buy, but the most valuable of all is freedom. Freedom to do what you want and to work for whom you respect.”- J. L. Collins, The Simple Path to Wealth
Many of us dream of having enough money to do whatever we want. If we want to lie on a beach for months on end, we can do that. If we want to travel the world, we can do ...
It’s been widely noted how profitless companies in the US have trounced the S&P 500 this year. Less spoken of is that a similar thing has happened here, according to Mark Freeman, CEO of Australian Foundation Investment Company (AFIC).
Gold and smaller miners have soared while many blue-chip stocks have been left behind. For fund managers like AFIC ...
The performance of the Australian equities market this year has highlighted, once again, a persistent conundrum facing investors – how to approach a heavily concentrated index reliant on two sectors and a handful of stocks.
The biggest driver of the S&P/ASX 200 on the way up to the record high on October 21, and the retracement since, has been the ...
97% of super fund trustees say that they’ve improved their understanding of member retirement needs in the last three years, yet only 15% rate that understanding as being better than “good”. Only around 1 in 6 trustees can robustly track how members are faring toward (or in) retirement.
Incomplete member insights and patchy outcomes measurement are ...
One only needs to glance at a map of the US equity market to determine ‘we’re not in Kansas anymore’. The era of network economics and ever greater financialisation has wrought massive change on equity markets and increasingly on the real economy.
Ever-growing government deficits and strong ongoing growth in household borrowing are funding a ...
In our previous GQG Research, Dotcom on Steroids, we explored the striking parallels between the current AI landscape and the euphoric rise—and subsequent fall—of the late 1990s technology, media, and telecommunications bubble. In this follow-up piece, we delve into OpenAI, and take a hard look at the numbers, narratives, and risks separating the ...
Certainly 2025 will go down as yet another year dominated by the growth of the major technology companies, with AI themed investments headlining a surge in equity and debt capital market activity. Much of this activity is funding burgeoning AI capital expenditures with further significant growth expected in coming years as the major technology players ...
Direxion Daily TSLA Bull 2x Shares ETF TSLL in the US isn’t something most investors would consider. It aims to deliver 2 times Tesla’s TSLA return on a given day. That suits it more toward speculators betting on unpredictable changes in the electric car maker’s stock price in a day.
But the math is the math: The ETF should deliver 2 times the stock’s ...
We’ve received hundreds of responses to our Reader Survey, but to give as large a sample as possible, we’ll leave it open for a few more days.
We read every one of the comments received. It’s nice to hear so many of you look forward to receiving our newsletter. Your feedback will help to improve our content, and it should take only a few minutes. The ...
Stock markets have been shaky of late and talk of an AI bubble is rife. Bubbles don’t normally pop when everyone is talking about them and they also have a bad habit of going on for longer than most people think and/or can endure.
Stepping back from the daily noise, it’s clear that this AI bubble is different. The Magnificent Seven stocks are ...
Brace yourself! If only an ‘amygdala hijack’ came with this warning. In 1995, psychologist Daniel Goleman coined the term to describe what happens when individuals experience an immediate, intensified emotional response that short-circuits the rational, decision-making part of the brain. In this moment, our limbic brain (the emotional hub) takes centre ...
Earlier this year, as CBA’s market cap soared to nose-bleed heights, I wrote about a new wave of dividend darlings (global banks) emerging as CBA alternatives.
The key message was that despite CBA historically being a great investment for yield and returns, stretched valuations were flashing a signal for investors to reduce single stock risk and ...
