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TAMIM
Latest news and analysis on TAMIM
February 09, 2018 12:04
What do higher interest rates mean for your equities portfolio?
The age of Quantitative Easing is coming to an end (at least until the next crisis). The Federal Reserve in the US has already tapered their purchases and begun...
Guy Carson
Quick Brown Fox
February 09, 2018 12:04
February 02, 2018 10:11
A Land of Contrast: 2018 Australian Economic Outlook
To understand where we are heading it is always important to look back at where we have come from. With that in mind, the Australian economy continued its...
Guy Carson
Quick Brown Fox
February 02, 2018 10:11
December 14, 2017 13:38
Looking inside the Australian GDP number and the implications for a share portfolio
Last week the Australian Bureau of Statistics (ABS) released the GDP data for the September quarter. The headline result saw an economy that grew at 0.6% for the...
Guy Carson
Quick Brown Fox
December 14, 2017 13:38
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November 15, 2017 16:42
Chinese Property Market - One to watch out for...
We have written on the China “marvel” before and continue to scratch our head on this enigma and the sustainability of it. You have to give them huge credit for what...
Robert Swift
TAMIM Asset Management
November 15, 2017 16:42
September 28, 2017 13:42
Australia: The land of the rolling Boom
Australia has just celebrated 26 years without a recession and the Government as well as the Reserve Bank of Australia (RBA) are cheering the ongoing growth. In fact,...
Guy Carson
Quick Brown Fox
September 28, 2017 13:42
September 18, 2017 11:04
Prices, policy, Amazon, and Thomas Hobbes – how are they connected and why should I care?
Robert Swift
TAMIM Asset Management
September 18, 2017 11:04
August 24, 2017 09:32
So you've sold Telstra... Now what?
TLS
Telstra Group Ltd
ASX:TLS
Followed by
1165
people
TLS
Telstra Group Ltd
ASX:TLS
Followed by
1165
people
Robert Swift
TAMIM Asset Management
August 24, 2017 09:32
August 02, 2017 14:04
Reporting Season: The unanswered questions
Every six months in Australia, reporting season comes around. It’s an important time for investors as it gives us a chance to see in detail how companies are traveling...
Guy Carson
Quick Brown Fox
August 02, 2017 14:04
June 15, 2017 10:38
Time to plan for a recession? How to position for it?
Back in 2007, a US economist called Edward E. Leemer published a paper entitled “Housing IS the business cycle”. In this paper he studied the causes of every US...
Guy Carson
Quick Brown Fox
June 15, 2017 10:38
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Hans Lee,
Livewire Markets
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Bell Potter,
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When valuations depart from reality, be sure to stay
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