‘Shares’ Category

The Aussie dollar – is the best really behind it?

Where to from here?

Has the Australian dollar peaked? What can we expect going forward? What can you do to take advantage? Rick Maggi.

Read more here

Alert: Cash rate cut by 25 basis points

The comfort and safety of Term Deposits is a double-edged sword…

The Reserve Bank of Australia has just reduced the cash rate by 0.25% to 2.75% effective 8 May 2013. The RBA’s Media Release is below. This action is in response to a slowing Australian economy (unemployment is rising, retail and government spending is falling, mining is sluggish, and taxes are set to rise).

Leading brokers are now predicting that our cash rate is headed to 2% and billionaire investor George Soros is betting that the Australian dollar will fall. Against this backdrop, interest rates are likely to continue their drift downwards, which is bad news for term deposit investors, and will probably encourage more Australians back into higher dividend yielding shares, much like the recent American experience (US markets are now trading about 4% above their all-time highs, primarily on the back of very low interest rates).

As the Australian market remains 23% below pre-GFC levels, it is quite conceivable that our markets will get a boost from falling interest rates, provided the global picture doesn’t deteriorate. Rick Maggi.

Japan’s monetary easing and global markets

What are the implications for Australia?

Following the recent changes to Japan’s monetary policy, AMP Capital’s Dr Shane Oliver discusses it’s implications for global share markets. Rick Maggi.

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Are we in for another bout of weakness?

Olivers Insights

After a strong start to the year, share markets have had a few wobbles lately and bonds have rallied again. Sell in May and go away? Rick Maggi.

Read more here

Running to Stand Still

‘Outside The Flags’ (Jim Parker, Dimensional)

Trying to correctly time your entry point to the market is never easy. Just ask the experts. This brief article written by Jim Parker, VP of Dimensional (DFA) Australia, is another reminder of the perils of market timing. Let me know if you’d like a copy of Jim Parker’s book ‘Outside the Flags’ – an easy, enjoyable read. Rick Maggi.

Read ‘Running to Stand Still’

Don’t worry about a stock market drop…

Feeling a little Vertigo?

With US share markets at all time highs and Australian markets quickly gaining ground, it is only natural to feel a little nervous about what might be around the corner. British Journalist and Economist, Anatole Kaletsky, suggests that you might want to take a different view. Read more here. Enjoy! Rick Maggi.

Dow smashes record as US stocks surge

All-time high…

The Dow Jones Industrial Average soared to an all-time record high on Tuesday, passing the five-year old mark to leave behind the deep losses of the economic crisis. The positive impact on Australian superannuation and pension funds has been huge. Read More Here. Rick Maggi.

A new long-term bull market edging closer…

…but may be somewhat constrained

This is a fascinating article from AMP Capital’s Dr Shane Oliver, which suggests that the long-term ‘secular bear market’ which has plagued investors since the year 2000 is about to end, making way for a new longer running bull market, but with some limitations. Worth a read. Rick Maggi.       Read here… Bull market getting closer

Italian elections & European risk

Where to from here?

With an inconclusive election result and a general unwillingness to reform their economy, Italy’s future (and therefore Europe’s), is back in the spotlight, impacting on share markets and overall confidence. This is a brief report on the topic. Rick Maggi

Italian Election/European Risk

What is the prediction for Gold in 2013?

CommSec Gold Commentary…

The following is a 3 minute video commentary from CommSec about the prospects for gold during 2013 and 2014. Enjoy. Rick Maggi.

Gold prediction video