Rudi’s View

Australian banks were simply too expensive in April and Westpac has this week delivered more evidence in support of this thesis.

An update on my personal share market indicators (they worked again).

In what might be another case of the majority view is often wrong, China might not respond to this week’s data as media and experts predict.

Investors better ignore all the market hype about a pending revaluation of the Chinese currency, but banking shares should have their attention.

Ultimately, too much of a good thing turns into a negative for financial markets. Time for a correction?

Are share prices for Australian banks once again showing the direction for the broader share market?

Assessing the outlook for April is not easy after an unusually bumper return for March.

My personal highlight of the pre-Easter data releases? The series of PMI releases across the world. Positive repercussions await risk assets in April.

Valuation support kicking in for equities has been nothing short of extraordinary. Investors better not count on a sell-off anytime soon.

No tricks, no fantasies, no buckets of money or technological wizardry are required, but this is an indicator that simply never fails.