Ausnutria Milks the Goat in China
19 Jul 2019
“Our growth stocks are the world’s most expensive” screams the headline in a recent Australian Financial Review...
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Latest media
Category: Economics
Two Stocks for a Low Interest Rate World
02 Jul 2019
Reserve Bank of Australia (RBA) Governor Phillip Lowe told a recent lunch gathering that “it’s a strange world”...
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Less Revenue, More Profit at iSelect
20 Mar 2019
Comparison website iSelect’s (ISU) half year results last month showed revenue falling 12% on the previous December...
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Inflation, not Recession, the Big Risk for Investors
31 Oct 2018
Some US homebuilders’ share prices are down more than 50% this year. A large cohort of the global auto sector is...
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Preparing for, not Predicting, the Housing Crash
12 Oct 2018
Newspaper headlines like “House prices continue to tumble nationally” are now everywhere. While we have been worried...
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European Air Traffic Still Ascending
31 Jul 2017
In February we published the blog post Europe Takes Off, which showed growth in European air traffic at 18 major...
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Too late to invest in Europe’s recovery?
15 Jun 2017
In March I wrote an article for the Financial Review suggesting Europe was the last bastion of investment value....
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Further thoughts on TPG
15 Jun 2017
Just a quick follow upon yesterday's post about change and churn at TPG.
In a perfectly-competitive Adam...
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Blame Central Bankers for the Lack of Productivity Growth
06 Mar 2017
They get the blame for a lot these days. Asset bubbles, moral hazard, banking crises, deflation, inflation. It’s...
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Europe Takes Off
15 Feb 2017
There is a strong correlation between general economic health and the number of people taking to the skies. It's...
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UK’s Brexit Trump Card
21 Sep 2016
If the world really is short of demand, as many economists argue, then novel monetary policy measures like...
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Why the Wealth Effect Won’t Help Consumption
02 Jun 2016
All things being equal, lower interest rates spur both housing development and the price level of the existing...
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