The broader implications of trade wars & a stronger USD

Sep 03, 2018 admin Alternative Assets, Australian economy, Fixed Income, Global economy, news, Property, SMSF 0 Comment

President Trump is shaking up the status quo of global politics. His main game has been to reverse the unfair advantage he believes China has had in the US economy. China has amassed an almost $30b trade surplus from net exports to the US, exporting everything from Christmas lights, t-shirts, and steel. His laser like focus on China has seen him levy tariffs of $50b, and now upping the ante to $200b.

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Oil Shenanigans

May 28, 2018 admin Alternative Assets, Australian economy, Equity, Global economy, news, SMSF 0 Comment

In recent weeks, oil has had a stellar run. Back in 2016, the oil price collapsed, trading just under $30p/b. Last week it topped $80p/b, lifting around 6% in a month, or 160% from the 2016 lows.

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Who's GARY?

May 20, 2018 admin Alternative Assets, Equity, news, SMSF 0 Comment

Over the last 20years, nearly half of the Australian stock market's return can be attributed to healthy, reliable dividends. This dividend stream needs to eventually grow, and companies that are well placed to do this are called Gary. No, not your neighbour Gary, rather Growth-at-reasonable-yield companies.

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End of the great money pump

May 04, 2018 admin Australian economy, Equity, Fixed Income, Global economy, news, Property, SMSF 0 Comment

Central Banks have been responsible for the most unprecidented economic policy in modern times.

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