Newsletter Archive
1 January 2025
2024 summary
Outlook for the Ukraine War
Nuclear
Proposed APRA bank hybrid ban
11 December 2024
Israel versus Iranian sponsored Hezbollah, Hamas, Houthi and terrorist cells in Syria, Iraq and in the West Bank.
1 December 2024
Victoria’s high rise development plan will fail to get off the ground.
Are we approaching the best time for first home buyers to purchase a home?
Why, despite President Trump’s past personal behaviour, did voters support him in record numbers?
24 October 2024
Housing crisis taking down much of the Chinese economy.
Capital growth in Australian shares.
Who are the residential real estate investors?
When is marketing expense not worth the cost?
2 October 2024
The continuing funds management shakeout.
Two main superannuation pillars.
The decline of traditional superannuation fund managers.
27 August 2024
Electric vehicle industry melt downs
Investment in Lithium stocks turn sour
Comparing international share ETFs Why it makes no sense to swap.
30 July 2024
The cost of superannuation fund financial advice.
Does the adviser’s service justify the fees charged?
Wealth versus risk; demystifying investment approach.
28 May 2024
Australian interest rates.
Lukewarm response to the federal budget.
Flight to bigger stocks.
Accounting advice on professional practice acquisition. Dental/veterinary tends to be dangerously misinformed.
5 May 2024
Don’t expect interest rates to fall in the near future.
Australia is suffering a per capita recession.
Rollovers of bank hybrid securities using ANZ security AN3PG as an example.
How are new issues of bank hybrids priced?
30 March 2024
Don’t expect interest rates to fall in the near future.
How are new issues of bank hybrids priced?
Are you interested in heavy involvement in the share market or not?
Why AFIC, ARGO and S& P 500 ETF are more suitable long-term investments than residential rental houses and rental units.
31 January 2024
Albanese government change to previously legislated stage three tax cuts: Tax planning around the changes
21 December 2023
Bond-related yields vis a vis Share market returns
Australian political rebalancing
Ekera Dental sale on hold; Private equity pass the parcel tactics drying up
EBOS walks away from $3.75 billion Greencross veterinary and pet products business. Candidate for bellyflop of the year
16 October 2023
Smiles Inclusive: Creditors examination of failed dental corporate Smiles Inclusive directors, advisers and lenders in the Federal Court of Australia.
Australia meeting its clean energy targets by 2030 is impossible say lots of experts.
Affinity taking on EQT in potential Vet Partners’ sale
Vet Partners for sale! Timing the market?
3 September 2023
Changing investment outlook 2023/2024
Have our big banks passed their market peak?
Real estate investment trusts (REITs)
Vet Partners for sale! Timing the market?
The myth about corporate veterinary practice.
4 August 2023
Some industry super funds are carrying over valued property assets
A Negative yield curve is indicative of recession. Risk of stagflation.
Investing for tougher times in our superannuation fund.
13 June 2023
Huge Chinese economic slowdown will be bad for Australia
The US dollar will retain its preeminent position in the global economy
Costs of energy transformation are proving vastly higher than hoped for
Money basics: Personal opportunity cost
31 May 2023
Warning to dentists selling practices
Corporate closing partially owned practices and leaving dentists holding premises lease obligations
Beware lawyers and accountants with negligible experience of dental contracts
Practice brokers be careful
11 May 2023
Why Australian banks are far safer than American banks
A Big Worry: Inflation Kills Jobs
Strategy for the Times
26 April 2023
Why Australian banks are far safer than American banks
A Big Worry: Inflation Kills Jobs
Strategy for the Times
23 March 2023
Treasurer Chalmers’ New Superannuation Rules: Non-Indexation Will Have Huge Unforeseen Consequences
Those in Retirement with Superannuation Assets Below $3 Million
Credit Suisse and Silicon Valley Bank Collapses
Australian Banks Are Unquestionably Strong