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Oct 10, 2018
The phantom resource bear market of 2018
JASON TEH | What a difference a year makes. This time last year, the stock market was cheering the global synchronised growth story. Now,...
Sep 28, 2018
Three Aussie stocks that pass the Buffett process
LIVEWIRE | JASON TEH While the Australian share market contains numerous companies that pass the first three filters, finding a stock...
Sep 26, 2018
The yield trap of 2018
LIVEWIRE | DANIEL MUELLER In each of the previous 5 years, there have been several obvious candidates from which to ‘award’ the yield...
Jul 31, 2018
Danger flags are waving
JASON TEH | There are moments in life where unnecessary risk is taken despite the warnings signs. For example, swimming outside the flags...
Jun 27, 2018
The next bluechips to cut their dividends
JASON TEH | “You can hold a rock concert, and that’s okay. And you can hold a ballet, and that’s okay. Just don’t hold a rock concert and...
Jun 8, 2018
Caltex: Shrink to grow
SAM DYSON | Investors love companies that can deploy capital at high returns over a long period of time. However, great shareholder...
Apr 27, 2018
The bubble in quality
JASON TEH | It is hard to spot a market bubble in the making. As they inflate, market participants often rationalise their investment...
Apr 16, 2018
The real danger lurking in the shadows
JASON TEH | While many investors fret about bonds or bond-like proxies from rising interest rates, the real danger lurking in the shadows...
Apr 11, 2018
Defensives: perception v reality
JASON TEH | Are Australian bond-like proxies going to suffer a bondcano moment? Certainly, stocks that have defensive characteristics...
Apr 6, 2018
Run for the hills... interest rates are exploding
JASON TEH | …Or that is what some equity pundits masquerading as bond experts want you to believe. They predict that a ‘bondcano’ of...
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