The popular Australian economic narrative includes the argument the consumer is weak, and we are heading towards a recession.
I discuss our positioning in the big four banks and why we maintain a significant underweight. After a period of strong bank ...
ARB Corporation (ASX: ARB) is Australia’s leading designer, manufacturer, and distributor of premium 4×4 vehicle accessories.
If you follow financial news, like I do, you might have recently heard market commentator Trevor Hall summarise Treasury ...
If you follow financial news, like I do, you might have recently heard market commentator Trevor Hall summarise Treasury Secretary Scott Bessent’s latest move in a single eye-opener: “He’s buying back ...
In its inaugural full-year result post initial public offering (IPO), SkinKandy delivered a strong beat across key ...
FDC Consolidated Holdings Limited (ASX: FDC), a major Australian construction, fit-out, and building services company, has ...
At a conference in October 1975 at the Winter Gardens in Blackpool, UK, Margaret Thatcher critiqued socialism. … Continue ...
In this video, I discuss Computershare (ASX: CPU), a global provider of share registry and shareholder administration ...
Supermarket giant Coles Group released its FY26 full-year earnings this week, delivering metrics that were modestly ahead of ...
This week, the market’s most irrepressible bull, Ed Yardeni published another blog promoting his bullish thesis entitled, ...
Australia’s housing crisis has reached a tipping point, but listening to the federal government, you’d be forgiven for ...
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