December 26, 2023

Stocks rose to start the last week of the year, pushing the S&P 500 closer to record levels. The S&P 500 climbed 0.42% to end at 4,774.75, while the Nasdaq Composite advanced 0.54% to settle at 15,074.57. The Dow Jones industrial Average gained 159.36 points, or about 0.43%, to close at 37,545.33. The Nasdaq 100 […]

A selection of some of the Consumer Discretionary companies that presented in 2023. Adrad Holdings (ASX:AHL) – Donald Cormack – CEO – Adrad is an Australian-based business specialising in the design and manufacture of innovative heat transfer solutions for OE customers globally and the manufacture, importation and distribution of automotive parts for the aftermarket in

This article was originally published on 30 November 2023. The capitulation of the long end of the yield curve has been brutal. In the US, for the best part of 18 months, the inverted yield curve (defined as long end interest rates lower than the short end) has predicted a recession. This has been supported

This article was originally published on 5 December 2023. The forecasts for 2024 have been coming in rapidly, and some predictions about stock markets have turned out to be quite inaccurate, especially regarding key measures like the S&P 500. One forecast that drew attention this week came from Moody’s, which issued a cautionary outlook for

Increased government spending on energy and childcare rebates, investment, and defense spending kept the Australian economy afloat in the three months to September, even though economic growth slowed to less than walking pace, growing at just 0.2%. The quarter-on-quarter growth was half the 0.4% rise in the three months to June and half the market

This article was originally published on 10 August 2023. Being an investor in listed global real estate has been tough of late. With expectations of a global recession caused by unprecedented interest rate increases, sentiment towards listed global real estate has soured. But what if there are other nuances at play, and the market is

This article was originally published on 30 November 2023. In August 2023, RFC Ambrian released a comprehensive sector report on the Lithium Market titled “Deficits Still on the Horizon But the Pace of New Supply is Picking Up.” The report delved into the global lithium commodity market, discussing potential risks and opportunities associated with lithium