A stealthy small cap quietly building a market monopoly
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Charlie Jamieson: Bond market pricing in ”extraordinary” rate hikes
The RBA lifted the cash rate yesterday by 25 basis points, to 0.35%. And just like that, its war on inflation - which it will wage against aggregate demand - is underway.
The threat of inflation has been written on the wall for some time, though, pr...
Like the traditional resources sector? Here’s why you’re gonna love renewables
Conventional wisdom holds that 'traditional' natural resource investments are a sure, safe bet. And justifiably so: Land, from which natural resources have been extracted, is one of the classic four factors of production.
They offer diversification ...
The Greatest Hits (Volume 1)
After 4 and a half years at the helm, Patrick Poke is parting ways with The Rules of Investing. Please enjoy some highlights from the most popular episodes of the podcast to date. We also introduce the new host of the show.
3 ingredients for small cap success
The multi-bagger is the “holy grail” for most small cap investors. Whether you like tech, resources, industrials, or all the above, there’s nothing quite like the satisfaction of watching your stock go up three, five, or even 10 times.
Dean Fergie fr...
The companies that Wall Street legend Jim Chanos is shorting in 2022
It's not easy being one of the world's most-famous short-sellers.
As Jim Chanos knows, it takes thick skin to deal with daily negative backlash, and, of course, markets storming "parabolically" higher over the past few years.
But now the tides are ...
3 Aussie stocks for today’s market
Rising rates, rising volatility, and rising geopolitical tensions. It's tough being an equity investor in today's market.
But Australian investors have generally fared better than most. With a heavy skew towards resources and financials, both of whi...
Why Platinum is short US tech stocks and long China
According to Andrew Clifford, CEO and Co-Chief Investment Officer of Platinum Asset Management, there's one variable that matters more than any other in stock markets. That variable is interest rates.
Interest rates can't get much lower than curre...
What war in Ukraine means for investors
Guest: Tim Toohey, Head of Macro and Strategy at Yarra Capital Management.
Just a few minutes ago, Russian President Vladimir Putin announced a "special military operation" in Ukraine - an apparent euphemism, for the world watching on, for "invasion"...
The real reason Aussie housing is expensive
Guest: Chris Bedingfield, Quay Global Investors.
Australian housing is expensive. Hardly a shocking statement. But if you ask a bunch of investors and economists why it’s expensive, you’re bound to get a wide range of answers. Most of them will refer...