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Raising the roof: The US raise the debt ceiling
US debt deal is finally sealed It’s over! Late Sunday night (US time) President Obama announced that US Congressional leaders had reached agreement on a deal involving $2.5 trillion of spending cuts...
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Market Volatility Returns
The severe market volatility of the past three trading sessions has brought back memories of the darkest period of the Global Financial Crisis (GFC). However we believe the fundamental backdrop today...
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$1mil Government Guarantee Announcement
The Government recently announced changes to the Financial Claims Scheme more commonly known as the $1m Bank Guarantee. What has the Government announced? On 11 September 2011 the Australian Government...
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Too big to bail. A European Debt Crisis update.
“By assuming the role of lender of last resort for highly indebted member states, the bank (ECB) would shed doubt on the legitimacy of its independence. To follow this path would be like drinking...
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Strategy Note – January 2012
We began our first note of 2011 with the prediction that Australian-based investors should not overly worry about the US (for now) but should pay great attention to events in China and Europe. This has...
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Strategy Note – March 2012
Now that the Labor Party leadership farce is over, focus has returned once again to Australia’s thorniest problem – our rapidly declining productivity. Yesterday, Treasurer Wayne Swan described...
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What’s up with the Australian share market?
The single most common question (and frustration) we are asked is why the Australian stock market continues to lag every other world stock market. How can this be? After all, our economy is in better...
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Managing the Superannuation Contribution Caps
How does it work? There are many important tax benefits associated with investing in super. But to make the most of these benefits you need to understand the different types of super contributions, and...
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New Proposed Super Reforms: The Good, The Bad & The Surprising
On Friday, the government announced a number of significant changes to superannuation. The purpose of this strategy note is not to list them, but now that the dust has settled, to discuss the...
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Stanford Brown Strategy Note – Are Equities in a Bubble?
‘The less the prudence with which others conduct their affairs, the greater the prudence with which we should conduct our own affairs.’ Warren Buffet Key Takeaways – Party Like It’s 1997 The current...
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