Saturday, November 16, 2024

Oct 2024

1-7 out of 7 results.
Population, demographics, immigrationInternational sharesSocial & Environmental
Report from the Big Apple on election eve 2024 - to the Barricades!

Having spent the past 18 days travelling around North America, here are my top-10 observations on the election race from New York.  What are Americans saying about the election race and the campaigns?  Barricades are being erected all over New York City – is it in anticipation of civil unrest following the election?

Ashley Owen Oct 30, 2024
CommoditiesStock storiesESG, renewables, climate change
Woodside case study Part 2: Since 1980 – struggling producer to global giant to fossil fuel pariah!

How Woodside went from cash-strapped explorer to global giant and one of Australia’s biggest export earners. Still a wild ride for investors – as a leveraged bet on commodities prices, plus political risks. Despite huge profits and becoming a top-10 ASX company, still struggles to beat the overall market.

Ashley Owen Oct 10, 2024
Commodities & MiningSocial & EnvironmentalCommoditiesStock storiesESG, renewables, climate change
Woodside case study Part 1: 1954 to 1980 – volatile speculative survivor to national hero

Good case study representing the vast majority of ASX listed companies – as a volatile speculative hopeful with no revenues or assets to underpin value. Eventually defied the odds and the elements by actually finding something of enormous value.  But it required extreme patience and perseverance – it holds the record for longest wait for first revenue, first profit, and first dividend of any ASX listed co

Ashley Owen Oct 10, 2024
CommoditiesAustralian shares International sharesWars & military conflicts
World War II & share markets – Part 2 of 2: Through to the end of the War and aftermath

Key points: Australian and US share markets did well overall, despite heavy loss of life and attacks on our home soil. Volatile ride for shareholders, but patient holders ahead. Generally good for shares overall, limited only by war-time controls on profits and share prices.  

Ashley Owen Oct 10, 2024
CommoditiesInternational sharesWars & military conflictsAustralian shares
World War II & share markets – Part 1 of 2: the Outbreak

War is scary, so it is tempting for investors to panic and race for the exits.  It's important to look beyond the media headlines - knee-jerk, herd-following reactions are usually wrong.  Usually positive for commodities demand, prices, mining shares.

Ashley Owen Oct 10, 2024
Financial MarketsAsset allocation, portfolio constructionAsset classes, asset class returns
3/4 time score check: 2024 - Great returns despite constant 'recession' fear mongering

Here's my 3/4 time score check on asset class returns to September 2024.  Almost all are positive and ahead of inflation.    Most are doing better than their long term average returns.  Which are the best and worst?   How is the end of year shaping up? 

Ashley Owen Oct 05, 2024
Commodities & MiningFinancial MarketsChinaInflationInterest ratesAustralian shares International shares
September 2024 snapshot: Fed’s first rate cut + China stimulus boost markets – is it enough?

Here’s my quick snapshot on global markets for Aussie investors Essential 1-page chart covering share markets, cash rates, bond yields, and FX + my Top 5 factors moving markets

Ashley Owen Oct 01, 2024 4

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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.