Thursday, December 12, 2024

Hello and welcome! 

I started this web site in late 2023 to post my random scribblings on investing and investment markets. 

It is not ‘monetised’ in any way, and there is no ‘revenue model’. I do not receive any direct or indirect financial or non-financial benefit from any company or provider of products or services referred to in the content. I use my data, analyses, insights, and ideas to invest my own money. I also use the material in my roles on Investment Committees, consulting to advisory firms, and providing data and analysis to institutions. 

Where I write about specific companies or investments, I will always make it very clear whether I am, or have been, an investor or not, and that is usually the point of the story – to talk about lessons learned along the way. Enjoy!

I have had the privilege of living through, participating in, and learning first-hand from, the best and worst of financial markets over the past 40 years

These experiences - plus degrees in law, economic history, finance, and a CFA charter along the way - have enabled me to develop a unique, multi-disciplinary, multi-dimensional view of financial markets, booms & busts, crashes & and rebounds - what drives them, and how to navigate them, from macro vision to micro execution as a hands-on practitioner, investor, adviser, and portfolio manager.

You can check out my bio here.    Please subscribe to my Newsletter, connect on LinkedIn, or follow me on (Twitter) X 

It was a much-needed wake-up call for Aussie exporters to diversify into other markets and reduce their heavy reliance on China.    China's share of exports fell from 42% to 32%, taken up by increasing exports to the rest of Asia, and USA. Australia's exports continued  to

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November 2024 snapshot: Trump, Gold, & Bitcoin!

Here is my essential snapshot on global markets for Aussie investors.  The Trump circus continues - and a new era of crony capitalism. Share market up - heading for another cracking year. Interest rates & inflation - down everywhere but here. Gold & Bitcoin shine - but which is better?

Ashley Owen Dec 01, 2024
More Big changes in the world since Trump 1.0: Government Size, Deficits, Debts

Governments have expanded in size everywhere – but not in US or Australia.  Budget deficits are worsening almost everywhere. Government debts have ballooned.  

Ashley Owen Nov 29, 2024 2
Big changes in the world since Trump 1.0 – Part 1: Shape & distribution of Economic Growth

In the 8 years since the start of Trump’s first term, the global economy has changed fundamentally. Part 1 looks at big changes in the shape and distribution of economic growth: There are 600 million more people in the world. That's more than the entire 19th century! Populations are aging everywhere. The global economic pie is US$10 trillion larger. 

Ashley Owen Nov 24, 2024
House prices -v- other Real Assets part 2: Microsoft & US shares

House prices have soared – but that’s mostly just inflation due to continued debasement of paper money.  Compared to other 'Real Assets', house prices have fallen in value over time.  Case in point: US shares.   

Ashley Owen Nov 15, 2024
The house price myth: Sydney house prices -v- other Real assets part 1: Gold

House prices have soared to astronomical levels in recent years, but have they really? No. Only if you measure them in terms of the increasingly worthless paper money that governments are deliberately debasing.   Comopared to other Real Assets, house prices have actually fallen in value! For example: gold. &

Nov 13, 2024 2

Additionally featured in - no sponsorship involved.

Commodities matter! More than half of the 2,200+ companies listed on the ASX are miners (the vast majority are explorers with little more than a map, a compass, and high hopes, but a small number of miners do actually produce something).

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The All Ordinaries index hit a peaked of 6,853 on 1 November 2007, but it is barely above that 16 years later. Why? Is the local share market in terminal decline? Has it lost its mojo? Is it ever going to get back to growth? Is it time to give up on the local share market and look elsewhere?

Read more

“Over the past 20 years, Ashley has been an invaluable assistance to me, as a reliable source of unbelievably strong and interesting data, and many good investment ideas.”

"The depth and quality of Ashley’s research and analysis of investment markets is the best in the business.”

Dr Don Stammer - Australia’s most respected economic writer, commentator, and speaker for the past 40 years, with a distinguished career including the Reserve Bank of Australia, Chief Economist at Deutsche Bank Australia for 21 years, chair of nine ASX companies, plus numerous non-listed and not-for-profit boards. Read more

 

“Ashley’s unique fact-based analyses and insights into Australian and global markets are always worth reading. He has an incredibly deep and comprehensive store of financial markets data.”

Chris Cuffe, AO – One of Australia’s best known and most experienced investment managers – former CEO of industry giants Colonial First State, then Challenger Financial; founder and Chair of Australian Philanthropic Services, and Third Link Growth Fund; current/former chair, director and/or investment committee member of numerous funds including UniSuper, Argo Investments, Hearts and Minds Investments, Paul Ramsay Foundation, and many others. Read more.

 

‘For many years, Ashley has been my go-to source of information and analysis on what’s going on in financial markets and why.’

“Ashley has an encyclopaedic knowledge of the markets – I call him Mr Google!”

Noel Whittaker, AM – Australia’s best-known personal finance writer, columnist, and media commentator for the past three decades. He has written more than 20 books on personal finance, his columns appear in almost every major Australian newspaper, and he appears regularly on radio and TV as an expert on finance and investing. Noel Whittaker AM

“What sets Ashley Owen’s analysis apart from investment banks and the financial press is his deep fact-based understanding of long-term financial data, rather than getting caught up on the daily noise over issues that may generate trades or sell newspapers today, but will be irrelevant and misleading two years from now.” 

Hugh Dive, CFA. Chief Investment Officer, Atlas Funds Management, and frequent expert commentator quoted in the AFR.

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About Ashley Owen | Terms and Conditions | Privacy Policy | Archive | Disclaimer

The information contained in this document relates to historical, factual events and returns, and contains general commentary and observations about financial markets, asset classes, and asset allocation. This document, or any part thereof, does not, and is not intended to, constitute investment advice, or financial advice, or financial product advice, in any jurisdiction in which it is published, re-published or read. It does not recommend, encourage, or influence readers to buy, hold, sell, or deal in any financial product or security. Where securities of financial products are mentioned, it is purely for the purposes of illustration, context, and/or education, and not intended to influence anyone to buy, hold, sell, or deal in it. The information is current when written. All reasonable measures are taken to ensure its accuracy at the time of publication, but the author accepts no responsibility or liability for any errors or omissions. This document is only provided to, and intended for, holders of Australian Financial Services Licences. It should not be used or relied upon by any person or entity other than a duly licenced AFSL holder, or authorised representative thereof. The author receives no benefit, financial or otherwise, from any product provider, or product issuer, or any other firm involved directly or indirectly in the provision or services in or to financial markets or industries, whether mentioned in the report or not. Any opinions expressed by the author are his alone, and are intended for the purposes of education.