Blogs

The New Criterion

According to NextDC (NXT, $6.39) chief Craig Scroggie, in the next 18 months the world will create more data than that ever produced since mankind emerged from the primordial slime. “This information explosion is forecast to accelerate exponentially as a…

Kavanagh

A surprise entrant in the worst bank of the year stakes is Citi. Most banks would be happy to leave it to the big banks to fight it out, but Citi has made a late bid for infamy by increasing…

The New Criterion

When it comes to small caps that have lost their way, it’s all too easy for investors to banish them from their portfolios and move to fresher pastures. In fact, it’s quite cathartic. But enterprises rarely evolve in a neat…

Kavanagh

When asked what tools they use to do the household budget, 30 per cent of respondents to a recent survey said they didn’t do a budget at all. For many Australians the financial literacy message is not getting through. Canstar’s…

The New Criterion

The bellwether of global economic activity, copper has pretty much marked time over the last 12 months price-wise – a fair reflection of the sluggish conditions. The longer-term copper price graph also shows that at around US$5770 a tonne (A$8500),…

Kavanagh

The Government’s Retirement Income Review panel has sidestepped the question of whether the family home should be included in the Age Pension assets test and it is not clear that it will directly address the question of whether the superannuation…

The New Criterion

It’s a nightmare come true for the boards of an increasing number of well-known ASX-listed companies: a short seller takes a position and then airs a research note outlining in blunt terms why the stock is grossly overvalued – or…

Kavanagh

Treasurer Josh Frydenberg makes a big play of the Government implementation of the Hayne Royal Commission recommendations, regularly issuing media releases with updates on the progress of reforms. However, the Government has a few blind spots when it comes to…

The New Criterion

With Australia facing housing problems at both end of the demographic scale, alternative providers are eyeing the opportunities. At the more youthful end, hordes of first-time buyers remain locked out of the market because of ongoing affordability issues and lack…

Kavanagh

The Australian Securities and Investments Commission’s decision to defer the starting date for super funds to disclose their portfolio holdings has attracted criticism from sections of the industry. We’re with the critics. The first reporting date was to have been…