by James Weir | Aug 21, 2024 | Opinion Pieces
On 11 July, the US CPI data took the share market by storm. It was the fourth successive monthly decline, and at 3 per cent, it was the lowest annual inflation print in a year. The fixed income markets had started 2024 expecting the US Federal Reserve would cut...
by James Weir | Aug 12, 2024 | Market Updates / Reviews
The lead up Through to mid-July, US financial markets had been pretty cruisy. The S&P 500 had returned 19% year to date, with one pullback of about 5%, and the most commonly referred to measure of volatility, the VIX index, if anything was suggesting markets were...
by James Weir | Jun 19, 2024 | Opinion Pieces
Over the past 10 years, investing in technology companies has been a great way to make money. And when we think about investing in tech, it’s almost natural to think about the world conquering US technology behemoths, the likes of Nvidia, Apple, Microsoft, Meta,...
by James Weir | May 22, 2024 | Opinion Pieces
Over the four years leading to its peak on the last trading day of 1989, the Nikkei 225 rose by more than 30% per year, by which point it accounted for 37% of global stock market capitalization (the US was 29%), it was trading at 60x the previous 12 months’ earnings...
by James Weir | Apr 23, 2024 | Opinion Pieces
And Australia has some great world class companies, like the mining giants BHP and RIO, CSL, Cochlear, Goodman Group and James Hardie, to name a few. Plus, there’s a host of terrific domestically focussed companies that are household names too, like JB Hi-Fi,...
