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...
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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...
December 2012
Dividend Yields Stocks Key Driver
The yield on quality blue chip shares, particularly the banks, Telstra and Suncorp has continued a...
November 2012
This blog was delayed to allow for the results of the USA Presidential and Congress elections last week.
Obama Re-election
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October 2012
Australian sharemarket performance during the September quarter saw the S&P ASX 200 index rise 7.15% from 4094 at 29 June 12 to 43...
September 2012
Finally... Some Good News...
The announcement last night that the European Central Bank has reached agreement on an unlimited bond ...
August 2012
China
“The market sentiment for commodities is too pessimistic relative to the true demand from China, meaning prices should hold at c...
July 2012
The continuing European sovereign debt crisis saw the Australian stock market trade below 4100 for most of June, still down around 10% fr...
June 2012
The conclusion to this month’s blog is that the Australian stockmarket has priced in an overly negative view of a Chinese downturn and th...
May 2012
In this blog, your diarist shares some observations from recent events and meetings.
Oakeshott Questions PM Deal
The above heading in th...
April 2012
The US Dow Jones at 13200 is within 7% of its all time high, following ongoing US economic recovery (refer previous Blog). Just as the U...
This blog considers the 2012 Outlook by reference to the below summary of positive and negative factors:
+ Positives
US economy to avoid recess...
Equities around the world are off to the best start in 18 years, handing investors January's best returns, as US economic growth shows signs of accele...