Blog

Is this a V-shaped recovery? Sep 19, 2019

In recent times the Aussie economy has been through a disruptive banking Royal Commission and a credit squeeze, and growth in the economy has accordingly been running at the slowest pace since the financial crisis.

The housing market has experienced quite a sharp recovery, though, effective...

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Will we see rising inequality? Sep 17, 2019

While income inequality hasn’t increased too dramatically in most developed economies, wealth inequality has increased.

The extent to which the case has been widely debated, but generally we have been through a period of rising inequality.

And this may well continue, given the likely...

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This is how you can quit the 9 to 5 Sep 16, 2019

Can you quit the 9 to 5 to find and live a more meaningful life?

The answer is, almost certainly, yes…but perhaps not overnight.

As with most of life’s big decisions you need to map out how you are going to achieve the goal.

And you need to have a contingency in case things...

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This is why you need to understand cycles, booms, and busts Sep 15, 2019

Although great attempts have been made to smooth out the business cycle, the cycles always prevail.

Indeed, cycles are forever prevalent, and not only in markets: there are four seasons, we have our own life cycle…even planets have a life cycle.

And for investors, it’s vital to...

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What is financial independence for you? Sep 15, 2019

The terms ‘financial freedom’ and ‘financial independence’ are used quiet a lot, but they don’t really have a set definition.

The experience is different for everyone, of course, and there’s no one size fits all.

But here’s how we think about financial...

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What are your shock absorbers? Sep 15, 2019

Successful investing and wealth creation is about achieving results through cycles, not just over one cycle or a few years.

The best strategies are those that work consistently, and all the time – for decades and centuries – not just some of the time, or for discrete periods.

Just as...

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Is there really a recession on the way? Sep 06, 2019

If you take a look back through history the US economy seems to go into recession about once a decade, and usually it happens for a period of between about 6 and 18 months.

I can’t remember who said it (Marks? Buffett? A. N. Other?), but there was on old quote about recessions coming around...

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Is this where your passive income will come from? Sep 03, 2019

If you’ve been following my blogs and analysis over the years you’ll have no doubt noticed a number of recurring themes.

Understanding some the big structural trends can help you with your strategy.

Australia has a rapidly growing but ageing population, with about 1.7 million persons...

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