The LEI: A 50 Year Record of Success

And away she goes – one of biggest initial public offerings for the US this year. I’m talking about Tencent Music Entertainment Group. It’s the dominant streaming platform in China. It’s a beast of a business. Over 600 million subscribers. But I’m...

Musk’s Revenge to Fire ASX Battery Plays

US stocks are still under pressure this week. They took a hit Tuesday. The market was closed Wednesday. And they were mixed again overnight (our time). Aussie stocks will reflect this. It’s easy to get spooked in times like these. But let’s...

The Future of Transport Arrives

Perhaps the finest phrase in finance is creative destruction. Nothing captures the spirit of innovation, destruction and renewal that defines capitalism quite like it. This wind is ripping through the transportation sector worldwide. And thank goodness. Just yesterday came the news that...

The K Wave Effect in Today’s Market

The markets are not always kind to those that dare to have a crack at forecasting the future. Back in Baltimore the other week, I had a bunch of old investing books delivered to our American office. I prefer the out-of-date...

The War for 5G

2018 is turning out to be a dud no matter where you look. 90% of the asset classes Deutsche Bank tracks are showing negative returns for the year. In ‘normal’ times, you would expect at least bonds to do well when...

SQM Proves the Lithium Bears Wrong

Yesterday, we left you with an instruction: Keep an eye on the third-quarter earnings release from major lithium player SQM. SQM is the second largest lithium producer in the world. If you’re invested in lithium stocks, the news was pleasing. Nothing...

Don’t Let Today’s Market Drop Fake You Out

When your editor contemplates China, his eyes normally turn north. Today they go west. The difference is I’m currently in Baltimore on the east coast of the United States. Let me give you the bad news first: The outlook for China is...

Lime or Bird? Doesn’t Matter for ASX Punters

‘I hate the things. They block the sidewalk. My best friend is in a wheelchair. Can you imagine how tough he finds getting around now?’ I nod politely. It’s nice to be back in the US again. I’m jetlagged. It’s been...

The ‘deflationary boom’ coming to the world

Check this out. Ford Motor Company is going to pay US$200 million to invest in an electric scooter firm called Spin. Suddenly, everybody wants in on this sector. Uber and Google recently pumped money into another player called Lime. That...

The Seeds of the Next Boom

I took my daughter to see her grandpa yesterday. Dad was knocking about the garden as he usually does these days. He’s retired. He told us a local brat had knicked all the lollies he and mum had put on...

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Latest Post

The LEI: A 50 Year Record of Success

And away she goes – one of biggest initial public offerings for the US this year. I’m talking about Tencent Music Entertainment Group. It’s the...