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A lot can happen in one year, and a lot can be forgotten after one year. The US stock market is up 26.41% YTD, and 35.91% over the last 12 months. Without context and perspective, it's easy to get caught up in all that is happening right now. They say investors' have a 3 year…

I was on Ausbiz on Monday talking about the US election and what investors can expect. And it's finally here. I hear a lot of people talking about the changes investors should make to their portfolio depending on the outcome of the election. What edge to investors have? How much does it really matter? And…

I was in Noosa last week for an investment conference. Each morning, I would run along the beach for about 6 km, take a dip in the water, then meditate. It was amazing, I felt amazing – 6:30 am, 20 degrees, blue skies, sunshine. n n Last week also marked two weeks leading up to…

We're almost one third of the way through Q4 of 2024. And what is historically a relatively volatile month, the market has so far been able to navigate these seas with ease – up 2.73% this month on the S&P 500. n n With so much to be bearish about (as there always is), investors…

The stock market bottomed out on 12 October 2022, and the weekend gone marked the two-year anniversary of this bull market – yes, it's a bull market. During 2022, we saw a vicious -25% drop in the S&P 500 in a matter of 9 months – ouch. And since then, readers will know that I…

My kids discovered Google Finance whilst we were waiting to board a flight home from Ho Chi Minh last week. They were fascinated by the growth of the footwear company, Crocs (CROX), and were comparing its share price growth to that of other major companies they know of – Netflix, Microsoft, Google, Tesla, Apple, and…

Throughout the week we've seen a number of data points released out of the US, pointing to a slowdown in the jobs market, and the question is being asked again – are we in a recession? n n Apollo's Chief Economist, Torsten Sløk, wrote a great piece on why the US is not in recession…

Financial crisis, bear markets, and panics, they all feel the same. Our primitive human mind is hard wired to safeguard and to protect us. And the opposite can be true – greed. In the span of 3 weeks, market participants (not investors) have moved from a state of panic to a state of euphoria. n…

This was Federal Chair, Jerome Powell in his Jackson Hole speech yesterday, unambiguously declaring that the Fed is now on course to lower interest rates. Expectations for rates have dropped since his speech (see chart below). n n History tells us that the first rate cut will be small. It's less about the magnitude and…