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September Blog - Is there a 2020 tech bubble?

The Graph above shows on a logarithmic scale the 2000 technical bubble in the US. A common question asked in recent weeks is whether we are again obse...
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August Blog- The Second Innings

The June blog coincided with the completion of the first phase of the market recovery from a low of 4546 in March to 6148 on the 10th of June 2020, fo...
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COVID-19- Market Recovery First Phase Completed, But Attractive Opportunities Remain.

  I. Market Recovery First Phase Completed  This blog coincides with the recovery of the Australian share market from a low of 4546 to 6148 ...
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COVID-19 Medical Breakthrough… HOLD/BUY/SWITCH

I. Medical Breakthrough In breaking news, French Doctor and microbiologist Didier Raoult and his research group have released a Paper showing a drug c...
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Navigating the Stormy Seas of COVID-19

  After a crash of almost 10 per cent on Wall Street on Thursday 12 March 2020, Australia’s S&P/ASX 200 share index fell a further 431 points...
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Coronavirus – a Black Swan event

  Two key issues were the main focus of attention during February: -          The Coronavirus (COVID...
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Keeping Focused on the Job

The Australian stock market fell 120 points on the 31st December 2019, reducing the increase in the ASX/S&P 200 index to less than 1% for the 6 mo...
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Copy of Investing in Difficult Markets

Infrastructure Green Shoots An infrastructure bring forward of $4B was announced on 20th November. Your diarist in previous editions has joined many ...
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What Really Matters?

  Another month with geopolitical noise constantly appearing in the press – Brexit, US/China Trade War, Middle East oil attacks and Syria. Let’s ...
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Yin and Yang

          June 2019 Half Recovery The ASX All Ordinaries (500) index closed today, 24th July at a record high of 6862, beati...
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A Tale of Two Halves

    Reflecting negative global and domestic issues, the Australian equities market was down 10% in the 6 months to Christmas Eve 2018 with ...
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May Blog 2019

  Welcome to the May issue of the blog for 2019.   May 2019 The Stockbrokers and Financial Advisers Association (SAFAA) conference was hel...
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Recovery consolidated, Geopolitical risks reduced..

  Welcome to the April edition of the Burrell Blog for 2019.   A Recovery consolidated, Geopolitical risks reduced... The ASX 200 has consol...
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A Good Recovery, Some Issues to Work Through

  Welcome to the March edition of the Burrell Blog for 2019.   A Good Recovery, Some Issues to Work Through The ASX 200 has continued its re...
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'Mid-Cycle' or 'Late-Cycle'

  Welcome to the August edition of the Burrell Blog for 2018.   ‘Mid Cycle’ or ‘Late Cycle’   For more than a decade your diarist has ...
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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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