Deficits for sometime and a trillion in debt.
The CGT backflip.
The negative gearing backflip.
Labor catches up with discretionary trusts.
The ongoing net overseas migration revision.
2026 Q1 March Quarter Review
After a strong January/February, the Middle East conflict sends markets into retreat.
AI hype punishes software companies globally.
Bonds down as yields spike on inflation concerns.
Small caps hold up well globally, but not in Australia.
Australian real estate continually supported by more and more people.
What we were told to expect in 2026 vs what we got.
Geopolitical Instability/Portfolio Stability
Global conflict and uncertain markets like we are experiencing now tend to sweep us into sensationalist media narratives and "expert" speculation. We can't control geopolitical drama, but we can maintain a disciplined, diversified investment strategy during these times, which are sadly, an inevitable part of life on this planet.
2025 Q3 September Quarter Review
Recent News Regarding Macquarie Bank
The Gold Rush
2025 Q2 June Quarter Review
Tariffs hit hard initially, but stockmarkets bounce hard.
Tariffs create some distortion as US business pulls forward orders.
Euro and UK economies still sluggish, but increased defense spending on the way.
A political backlash in the UK, with both major parties on the nose.
Australian government keeps its foot on housing demand, while missing supply targets.
Commonwealth Bank hits record highs during Q2.
Beyond ESG (Environmental, Social and Governance) in Investing
Blame Canada
2024 Q4 December Quarter Review
Trump election win equals potential tax cuts & deregulation, but tariff increases.
The great resignation becomes the great stay.
UK Labour goes from penthouse to doghouse in record time.
Politics making the Eurozone more unstable.
Bond yields on a tear globally.
Positive returns for sharemarkets both locally and globally for 2024.
Australian real estate becomes location, location, location as prices moderate.