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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An open letter to Woolworths CEO, Grant O'Brien
Much hinges on Woolworths’ investor strategy day on Wednesday, in light of the stock’s poor performance in recent months. In an open letter penned...
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KVP'S MACRO TAKE: NFP COULD SPELL MORE PAIN FOR USD, MEANWHILE WATCH THE RBA CUT ON TUE APR 7
DXY is dwn -3.8% over the past 3wks with bearish sentiment returning post NFP miss – will the Fed wed mins curb or accelerate sentiment?I expect...
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Further rate cuts no saviour for Australian domestic cyclicals
Although still in its infancy, 2015 has so far been a frenetic one for central banks around the world, in what has been a series of synchronised...
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