ANZ – The Hole Has Been Dug
* Weak 1H20 Results: Australia and New Zealand Banking Group (ANZ.AU) reported a disappointing set of results, with profits declining AUD 1.2 bn...
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NZD CAD Short
Tuesday 11 October 2016CAD and NZD crosses The NZD cross that stands out as having the best risk to reward on a macro basis is the NZD/CAD. Four...
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Lifting The Lid On Warren Buffett's Investment Secrets (Update)
In May, I published a report citing recent journal literature that sought to decompose Buffett’s Alpha. The authors attribute Warren Buffett’s...
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Weekly Impressions - Competition intensifies amongst banks and supermarket retailers
The banks and supermarket retailers dominated financial market developments in Australia over the past week. Investors were disappointed by full...
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Weekly Impressions
In the second weekly wrap of top-down and bottom-up developments during Australia’s reporting season, Evidente discusses the PBOC’s rationale for...
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