Archives for August 2024

Their earnings have sunk since the GFC, yet even weaker bases underpin the S&P 500’s returns. Aussie stocks thus offer better prospects. Overview Over the past decade and more, the total (incorporating the reinvestment of dividends) returns of the All Ordinaries and S&P/ASX 200 indexes have underperformed the S&P 500 Index. According to Roger Montgomery, dividends … [Read more...] about Why Australian equities will again outperform

Their forecasts lure most investors into overconfidence – and thus losses. If you recognise experts’ biases, you can grasp opportunities. Preview A week, it’s often been said, is a long time in politics. If so, a couple of days can be an eternity in financial markets! On 2 August, a journalist in The Australian (“Markets find ‘sweet spot’ in policy, outlook”) wrote: “... the … [Read more...] about How experts’ “systematic mispredictions” improve our returns