How to Invest in a Brave New World: The series wraps up with the question most pertinent to today’s investment community.
Global Enterprise: Platform companies do not need capital, which is why markets have adjusted to new levels of valuation. When companies and individuals choose to no longer pay tax, the entire Welfare State is in danger.
Blog hysteria is the best way to describe the fear mongering surrounding the yen carry trade and its anticipated demise. What is the yen carry trade, and is the hyperbole at all justified?
If theory matches reality local internet companies should be in for a few years of strong growth. Unfortunately, most will remain under the radar of local securities analysts.
As Australians move more and more away from large pooled super funds into directly managing their own share portfolios, many products have evolved to streamline the process and exploit market expertise. Direct share investment is a fast growing industry.
Redistribution of Employment: Indian call centres are the bane of many in the Western world, but more importantly they represent a loss of local jobs to offshore sources. Aren’t jobs disappearing for those of us left, accelerating income disparity?
Misconceptions: A housing bubble? A current account disaster? The bears are out of date in the new world of the platform company. This time things are different.
Volatility: The rich get richer as the platform company economies export the volatility of wages, employment and profits to the developing world.
The government discussion paper on media laws served to finally bring thoughts of how Australia deals with new media to the table. Brokers are now focussing on what forms of old media will die out.
