Please click on the link below to view this video of an interview with Dr Fauci, who has advised 6 US presidents on everything from Ebola to SARS, HIV, and now Covid-19. It helps to dispel some of the myths currently going around about this virus. Interview with Dr Fauci, Infectious Disease ... Read more
Archives for March 2020
Market Rebound or a Dead Cat Bounce —by Aziz Meherali
Markets have rebounded over the past couple of days both Globally and here in Australia. This was partially due to the US$2 Trillion stimulus package approved by the US Senate as well as investor sentiment on increased stimulus measures around the world. Is this a Dead Cat bounce? Our view, as ... Read more
Investor Psychology and Market Update by Aziz Meherali
To say markets are volatile would be an understatement. However, I hope all the write-up and phone calls are keeping you informed and hopefully alleviating as much concern and worry as possible. Let me worry for you so that you can take the stress out of your lives! Here is an interesting chart ... Read more
Where are Australians moving to? by David Aguis
A rebound in the pace of capital gains across the Australian housing market throughout February saw the national CoreLogic Home value index rise by 1.1% over the month, with the strongest capital gains continuing to emanate from Sydney (+1.7%) and Melbourne (+1.2%). On an annual basis, both Sydney ... Read more
Boost Your Immune System to Fight Viruses
Science-backed tips for strengthening your immune response quickly and effectively When it comes to fighting coronavirus, you already know that handwashing and avoiding those who may be sick are key precautions. But experts say that boosting your immune system may also give you an edge in fending ... Read more
Statement by Philip Lowe, Governor: Monetary Policy Decision —19 March 2020
The coronavirus is first and foremost a public health issue, but it is also having a very major impact on the economy and the financial system. As the virus has spread, countries have restricted the movement of people across borders and have implemented social distancing measures, including ... Read more
Learnings for Aussie equities investors as a shutdown looms—AMP Capital
A sensible article to keep us all in check and, hopefully, calm and collected. Please click the link below to read: Learnings for Aussie Equity Investors as a Shutdown looms ... Read more
Is this time Different! —by Aziz Meherali, Elixir Private Wealth
Markets have seen one of the fastest and sharpest fall in equity markets in history! From the highs to lows seen so far the falls are extreme .. the Dow is off by -21% , the S&P is down -20%, NASDAQ -20% & ASX 200 -23%. Coronavirus was the ‘Black Swan’ event which had further fuel ... Read more
Friday the 13th! —Horror fizzles out!
Markets were reliving the classic horror movie, ‘Friday the 13th’ earlier today. Last night was the biggest daily drop of U.S shares since 1987! I had spoken to all of you last week and many of you this week as well. We had structured our portfolios towards more of a defensive tilt in the past 6 ... Read more
Market Plunge —This is not 2008 –By Blackrock
Good research bulletin from Blackrock Investment Institute. It is timely, succinct, and well worth a read. blackrock-bulletin-market-plunge-march-2020 ... Read more