SMSF Investment StrategiesSharing Simple Strategies for Self Managed Super Funds
Get your fair share of commission rebates
I am sure no consumer likes to pay commissions for the financial products we buy. Unfortunately, the financial product providers have no choice but to pay commissions to provide incentives for financial advisers to recommend their product. Last weekend, we had drinks with one of Kingsley’s good friends who works for a fund management company [...]
My outlook for 2010
I wish I can be a little bit more enthusiastic when I exchange “Happy New Year” wishes with family and friends. I just cannot do it because deep inside, I think there will be more pain to come in 2010 for investors. When I look at the events that have taken place in the past [...]
Meredith Whitney: Sell the banks
I noticed early this morning that some banks in the US finished in the red despite a very bullish day where the major market indices made new highs. When the Australian markets opened later in the morning, I noticed that the major Australian banks also registered big drops in price. At the time of writing, [...]
Flight to safety starting
In the last few days, the only “green” on my watchlist of Australian stocks were those of defensive stocks like utilities and consumer staples while the mining and banking stocks tumbled. Telstra, which was so unloved in the past months is finally making a strong comeback. For those public super funds who have to maintain [...]
Double dip recession soon?
I remember a few key people who warned about an impending recession back in 2007 when the stock market was still making new highs. One very vocal person was Nouriel Roubini, an economics professor from New York University, who was so bearish that he was nicknamed “Dr Doom”. Since his predictions have come true, his [...]
Case for Deflation
Asset deflation is already a foregone conclusion in the US as the price of property and stocks have been falling in the past two years. Price deflation only started to manifest itself later with CPI falling from mid 2008 and finally turning negative in 2009. Those who predicted deflation based their case on falling US [...]
Case for Inflation
There was widespread fear of inflation when we saw central banks all over the world increase the printing of their respective currencies in response to the liquidity crisis in 2007-08. With more money floating around, wouldn’t it be worth less? That’s what we normally see when there is excess supply of any commodity. As we [...]
Inflation or Deflation
‘Inflation or Deflation’ was a hotly debated topic in the popular Aussie Stock Forum last week so I thought I would write a few posts with my thoughts on this topic. There are many economists who are convinced that due to government action in the recent financial crisis, there will be high inflation in the [...]
House of Cards
Last weekend, Kingsley and I watched this excellent documentary from CNBC called “House of Cards” from their special report “Boom, Bust and Blame – The Inside Story of America’s Economic Crisis“. If you can spare 90 mins, I would highly recommend that you watch it as it traces through how the housing bubble began in [...]
3 Good Reasons Why Stock Investors Should Learn About Options Today
At the time of writing this post, the All Ordinaries has rebounded about 30% from the March 2009 lows. Some individual stocks have even done better than that. Rio Tinto went up 80% from $43 in March 09 to $77 in June 09. The rally has taken a pause after touching 4000 and we really [...]
