All-Weather Stock

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

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

Profit warnings are arriving for Australian investors. This type of risk is unlikely to subside when the war ends (hopefully soon)

Underneath the Middle East quagmire, the world is changing and ASX technology stocks are at the centre of tomorrow’s new landscape

Don’t get mad, or frustrated, get even. Turn this crisis in an opportunity to upgrade your portfolio and strategy

Prior to war breaking out in the Middle East, corporate results in February delivered plenty of positive news

At times, it’s the most difficult question to answer: if it’s such a great company, how come its shares keep falling?

Transcript of Pre-February results interview by Livewire Markets

Thoughts and observations behind the savage bear market that has gripped Quality and Growth stocks since mid last year

Xero’s latest presentation addressed central concerns around AI monetisation, disruption and a stronger growth outlook for recently acquired Melio, but markets globally are in the grip of collective AI disruption angst