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No Consensus

Welcome to the July edition of the Burrell Blog for 2018. No Consensus Seldom can you diarist recall a period where there was such a diversity of ...
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Themes Commentary

Welcome to the May edition of the Burrell Blog for 2018.   Themes selected each 12 months are useful explainers of market movements. The updated ...
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Themes

Welcome to the April edition of the Burrell Blog for 2018.   Themes   Twelve months ago ten themes were reviewed in accordance with our usua...
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Earnings Growth-The Swing Factor

Welcome to the March edition of the Burrell Blog for 2018.   Earnings Growth-The Swing Factor In last month’s blog, similarities were noted to th...
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Finally a Correction

  Welcome to the February edition of the Burrell Blog for 2018.   Finally a Correction  On Monday, 5 February the US Dow Jones Index wa...
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Portfolio Settings to commence 2017/18 Financial Year

Welcome to the first edition of the Burrell Blog for 2018.   Portfolio Settings to commence 2017/18 Financial Year The purpose of this blog is to...
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Listed Property

Welcome to the November edition of the Burrell Blog for 2017.   Listed Property   This month’s blog considers aspects of the listed property...
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A good start to the financial year

Welcome to the October edition of the Burrell Blog for 2017.   A good start to the financial year   Suncorp Concept Store To begin with a re...
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Australian equities preferred asset class

Welcome to the September edition of the Burrell Blog for 2017.   Some good news on risk reduction in July   Reporting season in Australia re...
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Some good news on risk reduction in July

Welcome to the August edition of the Burrell Blog for 2017.   Some good news on risk reduction in July   July 2017 saw two key risks red...
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ResMed, Valuations, New World Disorder and Chinese Debt

Welcome to the June edition of the Burrell Blog for 2017.   ResMed, Valuations, New World Disorder and Chinese Debt   Healthy sleep, good ...
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Possible Xfactor – USA Market Correction

Welcome to the May edition of the Burrell Blog for 2017.   Possible Xfactor – USA Market Correction  The graph shows that the US Dow Jones ...
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2017 Themes

Welcome to the March edition of the Burrell Blog for 2017.   Themes 2017   Twelve months ago ten themes were proposed in accordance with ou...
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Early Days but Trump Risks Reduce

Welcome to the January No2 edition of the Burrell Blog for 2017.   Early Days but Trump Risks Reduce   Like many, your Diarist has spent ma...
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Taking Some Gains From The Trump Rally

Welcome to the first edition of the Burrell Blog for 2017.   Taking some gains from the Trump Rally   Lighten Banks going into 2017? Sever...
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President Elect

Welcome to the November edition of the Burrell Blog for 2016.   President-elect   The election of Donald Trump as the US President-elect was...
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Beyond the US Presidential Election

Welcome to the October edition of the Burrell Blog for 2016. Beyond the US Presidential Election All eyes on the USA, the Aug/Sep Blog noted that elec...
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All eyes on the USA

Welcome to this edition of the Burrell Blog for 2016! Share prices at 30 June 2016 were unduly impacted by Brexit. The Burrell view was that the marke...
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A Letter to the Senate

Welcome to July edition of the Burrell Blog for 2016! Dear Parliamentarians, Flawed Policies It is submitted the following are flawed policies: Supera...
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What’s next for Britain and the EU?

Welcome to June edition of the Burrell Blog for 2016! An Xfactor for Australian equities? From an investment viewpoint it is instructive to analyse th...
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