Three wires that caught my eye
Roger Montgomery on the property market, Marcus Padley discusses investment themes, and Dean Fergie talks tourism stocks. Here are three things you should read this weekend.
Another signal a bubble is forming?
Is this another signal that a bubble is forming?
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How to pick stocks: Investing themes
In the first of a four-part series, the always-candid Marcus Padley provides a straightforward lesson on top-down (or “macro crap,” as he calls it) analysis, vs bottom-up analysis (stock picking). The piece provides a strong foundation, which he builds on in parts 2-4 (available for free by clicking through at the bottom of the article). Of particular interest was the ‘how-to’ on thematic investing, and in the final part, he provides some themes to watch. Read the article here: (VIEW LINK)
Two stocks benefiting from tourism tailwinds
Two stocks benefiting from tourism tailwinds
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Chart of the week
The next move in the war on deflation
As the idea of further rate cuts and asset purchases by central banks begins to fall out of favour with investors, it seems a new type of stimulus has been gaining traction with the investing public.
How to read financial news
The Chartered Financial Analyst Institute recently shared a great blog post on how to get the most out of financial news. Check out their 'best practice' tips here: (VIEW LINK)
How executive pay, board diversity, and ownership effect returns
Three factors that influence company performance
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Patrick is the founder and director of PLP Finance Media, a content production and strategy consulting agency specialising in investment content and communications.
Patrick was a Market Analyst, Editor, Senior Editor, and Managing Editor at Livewire Markets between 2015 and 2022. He was the Content Director and a member of the Investment Strategy & Research Group at Betashares between 2022 and 2024. He is an expert on listed products, commodities, and investment strategy, with a particular interest in gold and uranium,.
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Patrick is the founder and director of PLP Finance Media, a content production and strategy consulting agency specialising in investment content and communications. Patrick was a Market Analyst, Editor, Senior Editor, and Managing Editor at...
Expertise
Patrick is the founder and director of PLP Finance Media, a content production and strategy consulting agency specialising in investment content and communications. Patrick was a Market Analyst, Editor, Senior Editor, and Managing Editor at...
Expertise
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