Most of the global reporting season is over before the Australian reporting season has begun. It has been a cracking reporting season; upgrades are running as high as they ever have for US large-cap stocks:

Has anybody else noticed how nobody is talking about a "commodity supercycle" anymore? There is a good reason for this. A commodity supercrash has begun instead.

We look at four key factors that constrain how high or low property prices can go. These are the four factors you can use to forecast residential real estate prices in our Australian property market calculator:

All investment managers have an investment philosophy that explains how it is they seek to make money. At first glance, this would seem an obvious enough statement. But once you factor in the efficient market hypothesis proposed by Samuelson and Fama, the investment philosophy statement becomes ...

With the end of the 2020/21 financial year fast approaching, it is time to speak to your accountant regarding strategies to grow your long-term wealth within superannuation, to allow enough time to have them fully executed well before the June 30 cutoff.

This is the final in our series of four posts on the contrarian view for inflation. This time we look at what to do from an investment perspective.

This is the third in a series of four posts on the contrarian view for inflation, this time dealing with the inventory supercycle.

This is the second in a series of four posts I'm publishing on the contrarian view for inflation.