News
What an Exciting Time to be Long or Short Tesla
Michael Frazis, Founder and Portfolio Manager of the Frazis Fund, discusses his views on the recent sharp rise in Tesla's share price. He notes that, from the lows in 2019 to the recent peak, short sellers have lost over US$20 billion...
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Musical Chairs 2019 Q4
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LIC/LIT Conflict of Interest Debate
Mis-selling plagues the asset class as issuers paying commissions to advisers and brokers continue to cause friction within the industry...
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The False Contradiction of Value Versus Growth
Given the substantial outperformance of 'growth' stocks over the past decade - and 2019 in particular - there is currently a robust debate around whether it's time to switch to a more 'value' oriented portfolio.
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Trends in Renewable Energy and some thoughts on climate change
The range of investment opportunities in renewables is increasing and perhaps counter intuitively is most apparent in the USA, and obviously, Canada. This is capitalism in action since the cost benefits of renewables are now comparable to...
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Coronavirus - Worse than you think, but not necessarily bad for stocks
The 2020 Coronavirus has become a cultural meme, like Kony 2012 or bitcoin in 2018. I'd guess most people on the planet have talked about it in the last 24 hours. The doctor line seems to be that it's not that bad... more people die from...
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Retirement Income Review Submission
The importance of new risk management techniques.
While minimising the risks associated with lifetime investment earnings for Australians is a proposition with wide support, the Australian financial services sector is founded on...
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New Funds on Fundmonitors.com
Here are some of the latest additions to our database. Follow the links to view each fund's profile, where you'll have access to their offer documents, monthly reports, historical returns, performance analytics, rankings, research,...
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On the Road Again Part 3 - Hong Kong: 1 Country 2 Systems 3 Conclusions
The riots in Hong Kong are more than a protest about a change in deportation rules. Grievances are more fundamental and likely to simmer for longer than expected. These events have allowed the USA to exert some pressure on China in the...
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On the Road Again Part 2 Germany Calling
The second article following a research trip to Europe and Hong Kong. Germany is the epitome of fiscal rectitude and prudence. It is however surrounded by rather troublesome neighbours with whom it does most of its commercial transactions....
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