Telstra dusts $1.2bn on pension liabilities
26 Feb 2009
Telstra’s public relations team are probably hoping the noise from Sol Trujillo’s departure will distract investors...
READ MORE The Great Inflation of 2012
17 Feb 2009
Despite being born in the same decade as the rest of our analytical team, I’m known around the office as something...
READ MORE The difference between defensive businesses and defensive stocks
28 Jan 2009
‘The relative value of defensive companies compared with those that have cyclical earnings are at an historic...
READ MORE Dodge the recession with essential infrastructure
20 Jan 2009
Politicians and a few eternally optimistic property spruikers are about the only ones still pretending we’re not...
READ MORE Babcock shares as good as worthless
07 Jan 2009
Babcock & Brown's share price was 15.5 cents when markets closed for the 2008 year. It last traded yesterday at...
READ MORE McCarthy Won't Save Fairfax
10 Dec 2008
David Kirk’s acquisition spree over the past three years left Fairfax with an uncomfortable $2.4bn of debt and got...
READ MORE Will Recession Mean an End to the Baby Boom?
03 Dec 2008
Just a random thought over lunch, I wonder how the recession will impact Australia’s sky-high birth rate? The...
READ MORE Rio Shareholders Have Themselves to Blame
26 Nov 2008
Doing the rounds with Rio Tinto’s 2005 interim results, then CEO Leigh Clifford told Bloomberg: ‘In the current...
READ MORE Has Macquarie Forgotten its Model?
21 Nov 2008
Sure, we’re facing the worst market conditions most living people have seen. And compared with almost all its...
READ MORE Prepare yourself for a 20-year bear market
30 Oct 2008
How can a 20-year bear market be possible if the market wasn’t overpriced to begin with? Surely it’s...
READ MORE The End of the Financial Crisis
14 Oct 2008
We may still be headed for recession. There may still be plenty of bank loans ‘go bad’. But the risk of systemic...
READ MORE Reserve Bank Cuts Interest Rates
07 Oct 2008
Today’s 100 basis point (1 percentage point) cut in the official interest rate is the economic equivalent of a...
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