Aussie Equities Month in Review (August 2019)
The ASX 200 shrugged off a poor reporting season and fell in line with global markets. FY20 EPS estimates were downgraded from 9.8% at the start...
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Boost Research
New J Hutton – Exploration Report Pt 1 (Weeks Ending 02/08/19)
Iron Ore fallen >27% in nine days, trader driven, as opposed to fundamentals Chinese iron ore consumption growth >4% over the pcp Supply...
623 Views
Tracking a Slowdown Path for Aussie Equities
The Fed has massaged market expectations of lower official interest rates and with other central banks jumping onboard global financial conditions...
642 Views
Shorts Get Smaller Down Under
Australia has a very well developed market for stock borrow and a robust regulatory regime for short selling. Short sell positions that exceed...
533 Views
Extreme Valuations: Global Stock Ideas Using the BORUC Yield
The Bucephalus Idea Generator (BIG) picks stocks by combining our work on Creative Accounting and our work on capex and valuation cycles to see...
768 Views