Noise Factor
The loudest and the most recent information clouds our judgement - even professionals fall for it. How do you correctly weight what you see and hear?...
29 September, 2014
Blog
Art of Deceit
Politicians are adept at claiming credit for work done by their predecessors, or even for plain good luck. Share markets can be deceptive too, with similar consequences - the truth ultimately prevails....
29 September, 2014
Know Thyself
Some of us would love to be investors - what holds us back is temperament. We can't change who we are, but we can learn to anticipate our behaviour and keep our impulses at bay....
29 September, 2014
Drawing Lessons
In the business of investing, failures are our best teacher. How can we hope to improve our game if we forget our past plays?...
29 September, 2014
Simple Pleasures
There are times when great investment opportunities are as plain as they appear. We tend to expect complexity, so we find it hard to accept that the market sometimes throws up extraordinary bargains. Don't look a gift horse in the month....
29 September, 2014
August Market Commentary
As outlined in previous commentaries, there have been some further slight reductions in the risk free rate which delineates the threshold between Fully Priced and Overpriced. The return available on a five year term deposit from a major Australian Bank now stands at 4.0%, and...
16 September, 2014