This Month
- Opinion
- Chanticleer
Time to sell stars like CBA and Nvidia? History says be careful
More market watchers are getting worried the stars of this rally are starting to fade. But new research says big winners tend to keep winning.
- Updated
- Opinion
- Chanticleer
What Guzman y Gomez can learn from the Domino’s disaster
Domino’s’ latest downgrade tells a story about long-term growth plans that investors in Guzman y Gomez should take note of.
- Opinion
- Chanticleer
Nvidia crash shows dark side of the Trump trade
Donald Trump’s comments on Taiwan added to a global sell-off in computer chipmakers. The episode has three big lessons for investors.
- Updated
- Opinion
- Chanticleer
CFMEU scandal should force rethink on super fund boards
Union-backed industry super funds have pushed hard to lift governance and accountability at public companies. Shouldn’t they want to improve their own governance, too?
- Updated
- Opinion
- Chanticleer
Reality bites for Forrest’s hydrogen dream. Investors won’t mind
The biggest shake-up of Fortescue’s structure and strategy in years will be music to the market’s ear, but is more evidence the energy transition is spluttering.
- Opinion
- Chanticleer
Stocks just keep rising, but bonds are flashing a big warning
Wall Street’s rally is grinding on, and now seems to be broadening out. However, beneath the surface, there are signs of fragility that shouldn’t be ignored.
- Opinion
- Chanticleer
The CFMEU can’t fix itself – just ask the banks, casinos and PwC
If union and Labor leaders really want to win back trust in the CFMEU, only an independent and transparent inquiry into the union will do.
- Opinion
- Chanticleer
Beware the triple threat to Australia’s China riches
Approvals for Rio Tinto’s new $34 billion Simandou mine are a reminder that the next 30 years for the iron ore sector will look much different to the last.
- Opinion
- Chanticleer
Why these 14 ASX stocks could be set to disappoint
The sharemarket might be flirting with all-time highs, but there’s a growing sense investors are far too optimistic about earnings growth next financial year. Here’s why.
- Opinion
- Chanticleer
Labor’s ‘shocked and appalled’ act on CFMEU scandal is a joke
As the billions pouring into Victoria’s Big Build rose, so too should have the accountability. Premier Jacinta Allan must explain how the CFMEU gained sway over this honey pot.
- Opinion
- Chanticleer
Why this strategist thinks the ASX at 8000 is a warning sign
Barrenjoey’s chief macro strategist won’t spend much time celebrating the latest milestone. He says the index’s fair value is about 7300.
- Opinion
- Chanticleer
Why Macquarie guru Viktor Shvets says ‘Trump trade’ just got trickier
More certainty for markets of a Trump victory now might mean more uncertainty later if he sweeps November’s elections.
June
- Opinion
- Chanticleer
Why the favourite demographer of market gurus predicts catastrophe
History says something really ugly is coming, according to Neil Howe. Investors need to be ready.
- Opinion
- Chanticleer
Bullock v the burritos: $3b float speaks to the RBA’s nagging problem
Central banks have a problem: rate hikes are slowing the economy, but a wealth effect from housing and shares is keeping inflation sticky.
- Opinion
- Chanticleer
Winners are grinners at Guzman y Gomez, but real test to come
TDM Growth Partners’ initial $40 million bet has delivered a massive return. But while first-day profits are nice, it’s long-term success that counts.
- Opinion
- Chanticleer
Why the office property market is still in real pain
Sliding valuations in Australian office real estate means the debate about whether the sector has hit the bottom will rage on.
- Opinion
- Chanticleer
This ASX giant is a secret winner from Guzman y Gomez float
As Guzman y Gomez prepares for one of the most hyped floats in years, a $5 billion ASX giant is watching on with interest.
- Opinion
- Chanticleer
How the market lost its mind over the Guzman y Gomez float
The reaction to the fast-food group’s IPO has startled many market watchers. But strip away the memes, hoodies, bulls and bears, and it’s all about valuation.
- Updated
- Opinion
- Chanticleer
Why Nvidia’s rise is stunning – and scary
It’s no surprise Nvidia has become the world’s most valuable company, but it’s 43 per cent surge in just a month suggests emotion is driving the stock – and the broader market.
- Opinion
- Chanticleer
RBA’s narrow path is getting narrower. Blame the housing market
The RBA’s concern is that rising household wealth – thanks in large part to strong house price growth – could keep inflation stickier than it wants.
