– Inflation falls… and rises

– How to approach a Trump presidency

– Godfrey’s reborn… and lessons for investors

 

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– What happens when the Sigma and Chemist Warehouse merger goes through?

– What’s going on with DroneShield?

– Who writes the Motley Fool articles?

– Should I investing in overseas companies through Super?

– Is inflation different to currency debasement?

 

 

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If you’re looking for a new habit to adopt in 2025, it might just be looking at what to invest in, and how you decide on the right price to pay. Scott and Andrew dig into the key parts of an investment thesis, and how to apply them in 2025.

 

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– No, volatility really is risk!

– Stock brokers are inviting me to gamble!

– How do you keep up with it all?

– What about a UBI?

– How do you find differing opinions?

– What infrastructure is required to facilitate everyday transactions in Bitcoin?

 

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We’re in that week between Christmas and New Year where the days tend to merge, and the cricket is on the telly. So Scott and Andrew take a step back to ask ‘Where are we?’ for both the Australian economy and the stock market, here and in the US.

 

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– If Bitcoin is infinitely divisible, how much is it really worth?

– Could shares be better represented as digital tokens?

– Are bank shares a Ponzi scheme?

– How are investors taxed on US shares?

– What if we made interest tax deductible for our own homes?

 

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– Why competition and productivity policies matter

– US rate cuts… and the market and Aussie dollar tank

– The challenges of MYEFO

 

 

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– Am I really cut out for stock-picking?

– How do I best structure my portfolio for retirement?

– What about sequence risk?

– How can we find takeover targets?

 

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– The impressive (and insidious) economics of gaming

– Rates on hold, but cuts on the horizon

– US inflation rises after rates are cut

– Coffee’s up… buy Breville?

 

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– What is a ‘custody’ fee?

– Keeping track of Bitcoin CGT?

– Can Bitcoin become the global reserve currency?

– Isn’t an ETF just a fancy CDO?

 

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