-
2026 Q1 March Quarter Review
Read more: 2026 Q1 March Quarter ReviewEconomic Overview Global markets struggled across the board in Q1 for a clear reason, the beginning of the conflict in the Middle East, which led to a major disruption in global energy supply and some damage to middle eastern energy infrastructure. Weakness in US tech stocks, and tech stocks globally, also contributed to weakness across Q1. Japan and the UK were the outliers with positive returns for the quarter in the wake of February’s elections in Japan, and the UK benefiting from heavy energy exposure and a falling pound. Emerging markets fared better than many developed markets, with early gains…
Topics:
-
Another Bitcoin Winter
Read more: Another Bitcoin WinterFirst, a mea culpa on something we got wrong. On the “new asset” side, eventually reality catches up to speculative hype. 2022 was a reckoning for crypto currency. Many coins have been wrecked and while bitcoin still remains above where it was pre pandemic. It now exists in a different reality where a significant number of people have gone from being interested in it, to having their pants pulled down by it. There are two distinct groups of crypto investors: a small group of true believers who invested early, know the technology inside and out, and likely have custody of…
Topics:
-
Keeping an Eye on the Ball
Read more: Keeping an Eye on the BallYou may have noticed one of the AFL’s most distinguished and long serving players, Scott Pendlebury, appeared in the media recently for something he’d certainly wish he didn’t. His finances. As reported by the Herald Sun. Former Collingwood captain Scott Pendlebury has launched a $3m lawsuit against his longtime friend and former manager Jason Sourasis, accusing him of siphoning money from his investment accounts. The two-time premiership player alleges Mr Sourasis misappropriated $2.1m over almost a decade. The claim explains that Mr Pendlebury and his private investment company, S Pendlebury Investment Co, had been a client of Mr Sourasis’ Strategic Financial Planning from…
Topics:
-
2025 Q3 September Quarter Review
Read more: 2025 Q3 September Quarter ReviewEconomic Overview Global markets posted strong gains in Q3 2025, backed by continued demand for all things artificial intelligence and technology, while also underpinned by solid corporate earnings and a rate cut from the Federal Reserve in the US. A large variety of assets saw strong rallies, with credit, digital assets and commodities, particularly gold and silver, doing well. The quarter saw President Trump continue his attack on the US Federal Reserve. Back in April, he threatened to fire Fed chairman Jerome Powell (not in his powers). And in August, Fed Governor Lisa Cook was the next target, with the…
Topics:
-
Will We Be Replaced by AI?
Read more: Will We Be Replaced by AI?If you haven’t heard, many industries and professions are said to be under serious threat by the rise of artificial intelligence or AI. It certainly makes for a good story, and there’s a financial angle. Lately the financial media have started doing stories on how investors are using AI to pick stocks and guide their financial decisions. It’s gotten around to stories asking can you replace your financial adviser with AI? It’s all good fun. And we don’t feel the need to defend ourselves with this one. We’d say financial advisers being replaced by AI is still a long way…
Topics:
Financial Planning, Investment & Insurance Solutions
Dedicated to helping people across Dubbo & NSW with their financial needs
