Earlier this month, a columnist at another Australian website encapsulated the exuberance that’s currently gripping stocks – and the incredulity that somebody mightn’t share it: “It’s difficult to be anything other than bullish on the prospects for equity markets next year. I know I am. I mean, what exactly is the bear case? Is there even one?” This article summarises mine. For … [Read more...] about Speculators are playing with fire; investors, don’t get burnt!
Archives for December 2020
Will Joe Biden be good for investors? Why I disagree with Geoff Wilson
Do investors in American – and, by implication, global – markets receive higher returns when Democrats occupy the White House? Over the past few months, several journalists, an eminent finance academic and a prominent Australian investment manager, among others, have contended – sometimes emphatically – that they do. Most recently, The Australian (1 December) quoted Geoff … [Read more...] about Will Joe Biden be good for investors? Why I disagree with Geoff Wilson