Tribute to Lawrence
Most people assumed that given the age difference between Lawrence and myself (15 years) that I was his mentor. But I learnt at least as much from Lawrence as he did from me....
08 March, 2016
Author: sari@betsee.com.au
December Market Commentary
[caption id="attachment_3626" align="alignnone" width="1261"] The table above has been updated to reflect market moves through mid-January, rather than showing the December 31 index values as would normally be the case. We have done so to provide a more accurate reflection of the valuations subsequent to...
15 January, 2016
November Market Commentary
While valuation is not a timing signal or an effective indicator of short-term performance, over longer periods it is absolutely the most important determinant of portfolio outcomes. We will focus our initial comments below on the Australian economy, including the extent to which we are managing...
14 December, 2015
Five Things Successful Diets Teach us About Budgeting
Dieting and budgeting have a lot in common. They are both usually high on the New Years' resolutions list, and they are both (often) abandoned soon thereafter. Even when successful, dieting can either be great for your health, or it can cause more harm than...
17 November, 2015
The residential housing bubble to cause a recession?
It happened in the US, Spain and Ireland, too - a bursting of the residential...
19 October, 2015
September Market Commentary
All other things being equal, lower prices lead to higher future expected returns. That is clearly reflected below in the relative movements since our last update. As the price action was generally weaker across the board we have not made any adjustments to the respective...
16 October, 2015