October 2014
In this month's blog, your diarist considers the recent market correction, the risk issues of the Medibank IPO, and the fall of SAI Gl...
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September 2014
In this month's blog, your diarist considers the following:
Theme: Australian Eastern Seaboard Energy: AGL
Deloitte: Positioning ...
July 2014
In this month's blog, your diarist reviews the eastern Australian gas market and why shareholders are under weight in Santos...
One of t...
June 2014
As we complete the June 2014 financial year, your diarist discusses the new focus of the market and the ten themes that have shaped it......
May 2014
This blog considers the following themes:
USA Mini Technology Correction
Australian Federal Budget
Eastern Australia Gas Market
Lithi...
April 2014
In this month's blog, your diarist reviews possible x-factors for global and domestic economies, and their impact on the Australian mark...
March 2014
In this month's blog, your diarist reviews global market themes, digital disruption and the importance of value investing in volatile ma...
February 2014
In this month's blog, your diarist seeks to assess the fall of the Dow Jones Index using three helpful sources...
The January 2014 b...
January 2014
In this first blog for 2014, your diarist reviews three themes from 2013 which may continue to apply this calendar year - The dividend...
December 2013
In this final blog for 2013, your diarist shares insight on an ANZ Research Report, and showcases an Economic Update from BT Chief Ec...
November 2013
In this month's blog, your diarist shares insight into lightening holdings in the Commonwealth Bank and more on USA tapering...
Shou...
October 2013
In this month's blog, your diarist shares insight as to why we are at the tipping point, as well as observations from the recent USA d...
September 2013
With probably the longest recovery since 1900, there is strong argument that the Australian stockmarket is still undervalued...
Wel...
August 2013
The upcoming election and the start of the reporting season should give investors confidence to invest.....
Welcome, as we again seek ...
July 2013
Financial Year 2012/2013 - a year in review. And an outlook for the next 12 months...
Happy New Financial Year, as we again seek to add ...
June 2013
The market drop provides further opportunities...
Market Correction
The S & P ASX 200 index fell from 5209 on 20th May 2013 to 4695...
May 2013
Recent budget doesn't provide an answer to the future deficit problems...
Budget
We had waited for the Federal Budget to issue this mont...
April 2013
This April blog sees the Australian S&P ASX 200 index having performed strongly for the financial year to date. Index was up from 4...
February 2013
An increase of 22.5% since July 2012....
This February blog sees the Australian S & P ASX 200 Index hovering around 4900, an inc...
January 2013
Happy New Year...
As we look forward to what should be a continuation of the positive share market performance of recent months. The...