– Inflation from government deficits or home loans?

– A case against a Big Australia?

– How do I track the fundamental thesis when prices are volatile?

– How to put a lump sum to work in the market

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– Inflation still way too high

– Bouquets for earnings season

– Is WiseTech a view of the future?

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– How can I make sure I’m not buying more shares because of ego?  

– Why have Gold and Bitcoin diverged?

– How do I respond to the AI threat with ETFs?

– More on mean reversion, please?

 

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– Is the opportunity window for investors closing?

– A new Opposition… time for new policies?

– Where mining goes, goes the market

– Resources jump… and slump

 

 

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– What is the ‘debasement trade’? 

– Is there too much money chasing too few assets?

– When is remuneration too high?

– Have you changed your mind on the global order?

– A history correction for the Strawman

– Convince me rates won’t rise a lot

 

 

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– Are we about to see a change in CGT?

– It’s expectations season

– PR-by-ASX-announcement?

 

 

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– What about competition in a portfolio?

– How can I keep my winners, but also rebalance my portfolio?

– Why aren’t people borrowing against their homes to invest?

– Use your real names, please!

 

 

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– Rates up… no surprise.

– Gold’s plunge

– I am the Kiss of Death

– Selling off the family silver

 

 

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– In which phase of the market cycle does the Small Cap sector generally get the love?

– Is it time to get defensive?

– Should I hold Bitcoin directly or through an ETF

– Does mean reversion apply to small caps and AI?

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– Inflation surges

– Gold soars, Australian dollar soars. And the US dollar is sinking.

– An “employment ice age is coming”, according to some.

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