January 2018
Business tax cuts don't make sense: Former RBA board member John Edwards
Former RBA board member John Edwards says business tax cuts should be a low priority as they won't boost growth.
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December 2017
Making money still the key motive so watch out for shysters
After more than 30 years of writing and dealing in financial markets, the major lesson I have learnt is that nothing really changes.
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- Opinion
Bitcoin is now the greatest bubble of all time
The road to riches these days is as simple as adding the words blockchain and bitcoin to whatever a company does.
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The US sharemarket is now in overvalued territory
It won't be what any stockbroker will tell you so close to Christmas, or any time really, but if history is any guide investors should be wary of Wall Street.
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- Opinion
Aconex deal a nightmare for short sellers
For the short sellers, there's nothing worse than the surprise takeover bid, as the Aconex deal demonstrated.
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- Opinion
Big deals can signal the end of the bull run
Get even bigger seems to be the answer for traditional business models under strain if this week's two mega deals are any guide.
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Plenty of jobs but no pay rises, or RBA interest rate hike, in sight
There are plenty of jobs being created but a pay rise, and therefore a rise in official interest rates, are both still a long way off.
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- Opinion
When Frank Lowy and Rupert Murdoch sell, it's time to join them
If the global economy is being rearranged to such an extent that Frank Lowy and Rupert Murdoch are headed for the exit, what does that mean the rest of us?
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- Opinion
'Animal spirits' are back: Deals all over the place as 2017 draws to a close
From Westfield to Transurban and ANZ, it looks like companies are finally ready to take some risks to get the economy firing on all cylinders again.
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- Opinion
Get out of US stocks by mid-2018: Russell Investments' world outlook
A recession next year in the US is a one-in-four chance, which means it's best to be out of US stocks by mid-2018, says Russell Investments.
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- Opinion
Resources the only hope for the sharemarket in 2018
For local investors, there were two unfortunate events in 2017: The major S&P ASX 200 struggled while Wall Street shot the lights out. Will 2018 be the same?
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Almost half of all housing booms end in tears, says Reserve Bank of New Zealand
It might come as a surprise to some investors but when a housing bubble collapses it doesn't always mean a financial crisis will follow. But new research shows why investors should be worried when a property market does go pear shaped.
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GDP September-quarter figures show consumer spending is still getting squeezed
A day after the Reserve Bank sounded so upbeat, new economic figures released on Wednesday delivered the news no one wanted.
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- Opinion
How to pay for US tax cuts the next worry for Wall Street
There's some simmering disquiet on bond desks over one major problem with the latest round of US tax cuts.
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- Opinion
Markets are never wrong, until there is a crash
Gains in Bitcoin and Wall Street this year have challenged the theory that the market is never wrong.
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The Reserve Bank on track to do nothing for two years
At first glance, the RBA has had a cushy year in 2017, it's done nothing at all and kept the cash rate steady. But life is tough for the RBA.
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Why Dow Jones at 50,000 in a decade is not unrealistic
For investors who like big numbers, 2017 has been quite the calendar year - and there's still another month to go.
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November 2017
- Opinion
Banking royal commission could lead to higher mortgage rates
If bank stocks don't rally, it makes it very hard for the rest of the market to head higher and that in turn is also a headwind for our superannuation balances.
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- Opinion
Why Wilson Asset Management's chairman says it looks like 2008
Wilson Asset Management's chairman says investors around the world have mispriced risk so badly that it's going to be like 2008 all over again.
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- Opinion
Macquarie's top picks in growth stocks
Macquarie analysts set out to find which stocks have the better earnings growth; it likes Woodside, Ramsay, Adelaide Brighton, and Woolworths.
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