Banks to Suffer When Housing Market Cracks
29 Apr 2009
ANZ has a $145bn mortgage book. We're told that if house prices fall 20%, interest rates hit 13.4% and the...
READ MORE The Top 40 Value Investing Websites and Podcasts
23 Apr 2009
The Intelligent Investor's analytical team accesses value investing information and ideas from a wide variety of...
READ MORE How to Protect Against Inflation
17 Apr 2009
Andrew Barrelle has spent the past 10 years thinking about inflation on behalf of some of the world’s largest banks....
READ MORE Web 2.0 and the Demise of Advertising Stocks
15 Apr 2009
In the five years following its birth in 1998, The Intelligent Investor built its membership base by advertising in...
READ MORE Bolton Not Clear of Brisconnect Yet
14 Apr 2009
Courtesy of Leghton Holdings' largess, Nick Bolton's Australian Style Investments (ASI) has $4.5m cash in the bank....
READ MORE Will the Bear Rally Last?
14 Apr 2009
The five-week bear market rally has a head of steam up. From the 6 March low of 3122, the All Ordinaries Index is up...
READ MORE Dear Economist, Are You Living on Mars?
09 Apr 2009
The unemployment rate reported today for March shocked economists. The consensus estimate was for a 5.4% rate, a...
READ MORE ‘Too Big to Fail’ Brings Investors Unstuck
07 Apr 2009
I recently read an engrossing instalment of The HCM Market Letter, an American subscription newsletter written by...
READ MORE Portfolio Management Software
02 Apr 2009
There are a plethora of portfolio management tools available to the retail investor. Are they useful and, if so,...
READ MORE Grantham: Cash is Not Good
27 Mar 2009
US publication Outstanding Investor Digest arrived on my desk yesterday. This excellent quote from GMO's Jeremy...
READ MORE ANZ’s Asian Adventure
26 Mar 2009
CEO Mike Smith and the board of ANZ have been completely upfront, even brazen perhaps, with their plans to diversify...
READ MORE Geithner Plan Not So Dumb
24 Mar 2009
Another bailout, another outcry from the ‘let them rot in hell’ brigade. For mine, Tim Geithner’s latest rescue plan...
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