Author: admin

A few weeks ago I wrote about the market decline and why I thought we had a little more to go. Turns out I was right – not to brag. These falls throughout the year are not uncommon. In fact, the average decline in any given year is about 14%. n n The S&P 500…

Perspective is so important, yet it's not easy. We get so caught up in our own world that it's hard to see the forest for the trees. Last week I wrote about "Common Uncommons", and I explained how history tells us that this decline, historically, has further to go. n n The S&P 500 is…

The Paris 2024 Summer Olympics kicked off over the weekend, and markets we're in a celebratory mood. The S&P 500 clawed back some of its losses on Friday, but still finished the week around 1.5% down. The Nasdaq finished 3.2% down. Meanwhile, the small-cap Russell 2000 finished the week over 3.1 % up, underlining the…

I spent the school holidays in Bali with my family. We travelled through Sanur, Uluwatu, Ubud, and Canggu. We'd never been to Uluwatu before, it was our first time this year. And it was amazing. Beautiful weather, spectacular beaches, really cool vibes, it was incredible. n n I learnt a lot while in Uluwatu. Because…

I started investing just after the dot com bust, right through the commodity boom. I was buying individual stocks and names, mining companies I had never heard of, IPOs at 20 cent issue prices, the major banks, and whatever else was hot at the time. I was in my early 20's. I made a few…

I've been thinking a lot about markets lately, the cross currents, the outlook, the implications, the opportunities. I feel as though the broader market, the broader collective, seems to be getting it right – eventually. Yet the boy who cried wolf, well, is still crying wolf. n n Here are 5 charts that I think…

I remember coming home after work to a house of chaos. Lego all over the floor, washing still sitting in the basket, dishes piled up in the kitchen. The early days with kids for me was really hard. I can only now image how hard it was for my wife back then, I had so…

Over the last 50 years, the average months between peak interest rates in Australia and rate cuts is about 10 months. The shortest duration being in 2008 on the onset of the GFC, and the longest was during 1995-1996 as inflation continued to improve in Australia after peaking in 1995 at 5.1%. n n If…

My wife and I stood at the foot of the mountain, faced with several paths to choose from. It wasn’t the pathway that mattered, but the destination. We decided on Passage Peak, a challenging climb with many steps. n n It was an overcast day. As we began our ascent, the sun occasionally beamed through…

There is an old stock market adage that states that every year one should “sell in May and go away”, not reinvesting in equities until November. This saying is based on the generally held principle that stocks rise more in the 6-month period from November to April than from May to October. n n So…