If you’re an investor, it can be helpful to remember that corporate leadership is rarely permanent. In fact, very few companies seem to stay in the global top 10 for more than a decade, and history shows how quickly the market’s favourites can change.[1] For those of us who were around in the early 1980s […]
What to make of all time highs
Clients often ask me if it’s time to take profits or sell based on the recent performance of a particular investment. It seems that we’re conflicted about record-high share prices – on one hand we’re pleased to see existing investments gain in value but apprehensive that higher prices are some kind of indication that prices […]
The butterfly effect
You may have heard of a concept in chaos theory called ‘the butterfly effect’. The mathematician and meteorologist Lorenz famously described how a butterfly flapping its wings in Brazil could set off a tornado in Texas. It might also describe how a politician moving his lips in the US (talking about tariffs, say, or job […]
A dip into Nvidia’s deep dive
On Tues 28 January 2025 (AEDT) tech giant Nvidia’s shares plunged 17 per cent – its worst day on the market since March 2020 (which was early in the Covid-19 pandemic). To put that drop in Aussie dollars, that comes to a loss in value of almost $1 trillion. ($AU948 billion, or $US593 billion.) So […]
Thinking about financial advice?
Thinking about getting financial advice but haven’t taken the first step? If so, you’re not alone. According to an Australian Securities and Investment Commission (ASIC) report[i] on Australian attitudes to financial advice, 41 per cent of survey participants who’d intended to seek advice, still hadn’t gone ahead. If that sounds like you, there’s probably a […]