All Episodes
Episodes
Top Forming or Just Getting Started? How to Buy Rebounds
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After months...
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Markets Pricing Imminent Peace: What If They’re Wrong?
Markets are pricing a relatively positive outcome from the US-Iran conflict, but what happens if peace does not come quickly?
This week I look at the Strait of Hormuz, global supply chain risk, energy uncertainty,...
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Why US Stocks Keep Rising While the ASX Lags
The US market continues to push higher, with the S&P 500, Nasdaq and Russell 2000 all showing strong momentum. But the ASX is lagging, and Australian investors need to understand why.
This week, I look at the...
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This Rally Seems Crazy: Until You See these Money Flows
Middle East risk remains unresolved, energy security is still a serious issue, and many investors are struggling to reconcile the headlines with what markets are actually doing.
But the weight of money is making a...
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Forget Logic, This is the Formula That’s Working
Forget logic. Right now, that may be one of the most important investing lessons.
The market is doing what it often does at major turning points: ignoring the headlines and following the money. While the macro...
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A Significant Pivot Point in Markets: We’re Buying
Markets may be at a significant pivot point and we've been buying for several weeks in the Insiders Club, but that does not mean investors should throw discipline out the window.
What matters now is not reacting...
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Australian Energy Threat: Stocks & Sectors to Win & Lose
There is a major threat to Australian investors that most people are still underestimating.
In this follow up to Sunday’s market update, I go deeper into why Australia’s energy vulnerability could become a serious...
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The Risk Australian Investors Still Aren’t Pricing In
This week’s market update tackles an issue I believe many Australian investors are still underestimating.Australia is an energy exporter, but we are also heavily dependent on imported fuel. That leaves large parts of...
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Finally the Market Breaks: The Low Risk Window Gets Closer
The market has now broken more decisively, and while that is uncomfortable for many investors, it may also be moving us closer to a better low risk window.
In this week’s update, I explain why this shift matters, why...
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The Best Rebound Opportunities Are Emerging: Here’s One
Markets like this are where most investors get pulled furthest away from good decision-making.
When volatility spikes and headlines dominate, the natural temptation is to either freeze or try to predict the exact...
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Why You Should Stop Worrying About the US-Iran War
Recent market volatility and the headlines around the US-Iran war have understandably rattled investors.
But does this really change the long term opportunity set, or is it another period where fear is creating better...
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Wartime Markets: Why This Volatility May Be Opportunity
The dominant narrative right now is fear. War headlines, sharp reversals, heavy commodity volatility and plenty of noise from the media. But that does not automatically mean investors are looking at a systemic market...
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