Rudi's Views

In today’s edition: Australia’s Sh*t Sandwich; A Cautionary Tale; Too Early To Burst; What Is Happening With ResMed?; Best Buys & Conviction Calls

Against a darkening mood for the Australian economy and share market, ASX-listed technology stocks are staging a remarkable comeback, having spent most of the past ten months in the Do Not Touch basket.

After my presentation and Q&A in Toowoomba, Queensland yesterday (having endured the teasing prior to the State of Origin later on the day) I sat down with a few of the local investors to talk investing and markets in a more informal setting

With El Nino plausibly arriving later this year, potential weather impacts will increasingly gain investors’ attention

The outlook remains positive, global equity strategists maintain, though Australia will be among the world’s laggards

Healthcare remains under pressure, and troubled CSL is not helping, but the market is warming yet again to future AI beneficiaries

Is today’s extreme polarisation simply the result of changing financial markets?

Momentum in corporate profits locally is sharply different from the US, and today’s Fourth Industrial revolution goes a long way explaining it

As the world remains confident the situation in the Middle East will be resolved, Australia feels the pain

Today’s share market might be most at risk from earnings disappointments, not so much of over-valuation