Friday, August 01, 2025
CBA in 7 charts – the ‘Steven Bradbury’ of Australian banking – now suddenly a ‘growth stock’?
I am neither a buyer nor a seller - so why does it matter? Why CBA is the 'Steven Bradbury' of the banking world? Its share price is soaring but its fundamentals stalled a decade ago. What sort of returns can we expect in future? Here's my quick take in 7 charts.
Labor’s attempt to nationalise all banks in Australia!
Australians have always had a love-hate relationship with their banks. (OK, so it’s mostly hate). But it was not always the case. Believe it or not, there was a time when the Australian public loved their banks so much they kicked out a Federal government that was trying to close the banks down! Here is the remarkable story of Banks -v- Politics, Capitalism -v- Socialism right here in Australia.
Which Bank? . . is winning the Battle of the Banks?
Quick 2-question Quiz on Aussie Banks - Q1 - Which of the big Aussie banks has had the largest % share price gain this year? - No it's not CBA, despite all the media attention and hype. Q2 - Which of the big banks has been the best for shareholders over the past one, two, and three decades? - No its not CBA either, despite the widely held belief that it is!
Trump -v- Biden: Economic Report Card on their first terms – how did they rate?
Putting aside personalities, politics, and hair products, what are the facts? What were the actual economic outcomes in each of their first terms? How do they rate on seven key outcomes for investors?
My ‘10-4 all-weather ETF portfolio’ – Part 2: What’s in it?
Here is my '10-4' all-weather ETF portfolio. out of the 348 ETFs on the ASX, which 30 are in the 'squad'? which 9 am I using right now? why it's actually not about the ETFs - it's about the game plan.
Podcast with James Kirby – ‘How much should you have in Super – Seriously!’
Yesterday I had the great privilege and pleasure of being interviewed by James Kirby for his popular weekly podcast: ‘The Money Puzzle’ for The Australian. Here we tackle some of the most common questions from investors - How much do you need? Why you can't rely on online retirement calculators? How to estimate how long you might live? Why 2/3 of retirees still rely on the government age pension after 30+ years of compulsory Super?
Geopolitics case study - China: largest export customer + potential military threat - a problem?
Our largest export customer and source of wealth & prosperity - also a potential military threat - is this a problem? My answer is no, but for reasons you may not expect. Here is why I am bullish on Australia’s continued resource-based prosperity as global tensions escalate. Australians have been masters at turning geopolitical shifts and crises into economic advantage!
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