For Want Of A Coffee Can, We Left $7million On The Table
Andrew Brown examines what could have been, if a $1.1m portfolio had gone into a coffee can instead of to market…
Education Advanced
A Retail Investor’s Strategy For Discounted Capital Raises
A company’s weakness can be your opportunity…
The Great Decoupling
The conditions on the ground are getting tougher, but markets are rallying…
Update: COVID-19 Charts For Australia, USA, Italy And Worldwide (ex-China)
The growing COVID-19 outbreak in the USA looks very worrying, while Australia’s is just kicking off…
Fear Paralysis
Fear paralysis is a form of panic, and if you don’t acknowledge that you can’t think clearly…
A Framework For Sorting Stock Opportunities In A Pandemic
There are going to be lots of undervalued stocks as the market enters panic mode… but what to prioritise?
The Fundie Who Saw The Coronavirus Coming (And Positioned Accordingly)
Rob Shears didn’t just take the trouble to understand the world was heading into recession. He acted.
Number of New Coronavirus Cases Confirmed Each Day In USA, Australia, Italy and World Outside China
First of all, the global pandemic shows no signs of abating. The USA has begun testing in earnest, and is clearly in real trouble. Italy saw a single down day on the WHO data, but world of meters has them up again tomorrow. Best case scenario is they are currently stable at 3,500 per day, … Continued
Diary Of A Market Man During The Coronavirus Crisis
Diaries are at their most valuable when they choronicle interesting times…
You Can’t Fix A Health Crisis With A Rate Cut (or Exit, Stage Left)
Central banks and governments are doing everything they can but ultimately markets will track the outcome of the pandemic…
More Important Than Money: Social Distancing
Slow the spread. Flatten the curve. Stay healthy. Get through coronavirus totogether.
The Epidemic In America is Tracking Worse Than Italy
The USA has been very slow to act…
Expensive Australian Tech Darlings Hit as COVID-19 Fears Take Hold
When compared to the US market, it seems that ASX-listed software stocks generally trade at a premium
The Long Term View
Is a global pandemic really less serious than Greece not paying its bills?
Charts Of New Coronavirus Cases Each Day Outside China, In the USA and In Australia
The rapid growth in coronavirus cases outside China suggests we are heading into a pandemic…
Why I Drastically Increased Cash Holdings Because Of The Coronavirus
When the facts change, I change my mind…
Why The Market Should Start Pricing A Coronavirus Pandemic Soon
Bad news for everyone…
Should I Sell My Stocks Because Of The Coronavirus?
Sorry, you’re not authorised to access this page Hi there, you’re seeing this page because you don’t have a membership OR your account has expired. But I have an account! If you have just logged in to your account and you’re seeing this message, please follow the steps below: 1. Press the … Continued
3 Potential ASX Opportunities Arising From The Coronavirus Outbreak
While there’s no doubt that many companies will suffer from the tragedy caused by the novel coronavirus, there’s very little that can be done about that. Travel companies must suffer so that fewer humans do. What is best for all of us is that the outbreak is as controlled as possible and that patients are … Continued
