(Half) Year In Review
We’re all in the process of tallying up all the numbers from the first half of 2025. In terms of many major stock market indices, if you’ve just woken up from a 7-month nap, you’re forgiven for thinking little at all has happened so far this year. Of course, that’s very much not the case. […]
Trump 2.0 – this time he means it (maybe)
I’ve been saying for a while now that I believe we’re on the cusp of a change in “what’s working”. By this, I’ve mostly been referring to a view that the prevailing momentum trades – “AI”, big tech etc – are poised to break whilst the U.S. share market in general is exhibiting all the […]
Happy Anniversary!
Its 25 years since the Dot Com bubble burst. Surely history can’t rhyme so perfectly can it?
Leaning In…
Welcome to 2025. It’s still summer here in Australia, the year just passing its unofficial starting point being Australia Day. My family and I had a busy, yet relaxing, Christmas period. Lunches, drinks, dinners, more drinks… There was the catch-ups with friends and acquaintances – several of which are home for a visit given their […]
2023 Update and 2024 Outlook
It’s that time of year again… Summer has arrived in Australia. Santa is packing up his sleigh and readying the reindeer for their annual pilgrimage.