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Market Post Reporting Season in Sentiment Mode

  Reporting season having concluded in the last two weeks of August, the market has been in contemplation mode during September as analysts cons...
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Yin and Yang 2

  YIN and YANG 2 August 2019    Let’s see if we can make some sense of all the noise in the past month. July blog was written to coinci...
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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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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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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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