Monetary policy no villain
The interbank futures market is right to expect that the RBA will leave policy unchanged at the August board meeting. In this post, I suggest that...
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Dissecting Quality: Earnings Revision Strategies in Australia
It is widespread practice for asset managers to tout their ability to identify and invest in quality stocks. But there is tremendous disagreement...
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A loss of trust and the quiet revolution in corporate governance
Commentators and analysts continue to be vocal critics of the insatiable appetite for income that investors have developed in recent years. The...
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The Jamie Durie Index Re-visited: No property bubble yet
Inspired by Professor Robert Shiller’s best seller, Irrational Exuberance, I developed the Jamie Durie Index over a decade ago to provide a...
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Lifting the lid on the Sage of Omaha's investment secrets
More than 40,000 people undertook the pilgrimage to Nebraska to attend Berkshire’s Hathaway’s AGM on May 2nd.  They had good reason to listen to...
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