Markets

As the calendar turns over to another year the bubble talk picks up once again. Listening to a popular US podcast called Animal Spirits during the week they referred to the acronym ‘FUD’ referring to Fear, Uncertainty and Doubt. Specifically, the hosts were referring to the power of negative headlines, talking about bubbles, busts valuations,…

Tesla has done it again. First South Australia, now Victoria. The world’s largest battery storage systems, powered by Tesla’s utility-scale Megapack batteries, has been switched online in Victoria last Wednesday. According to CNBC, the “large energy storage systems based on lithium-ion batteries have the potential to prevent blackouts and let utilities store and use more…

Is this greenwashing, or simply a business trying to ensure that its operations are conducted as responsibly as possible? Dalrymple Bay Infrastructure Limited (ASX: DBI), which listed in December 2020, is a unique business; it operates a major infrastructure asset – the Dalrymple Bay Coal Terminal on the central Queensland coast – that ships coal…

The passive vs. active debate has now been around for several decades, effectively starting when Jack Bogle founded Vanguard in the 1960s. While headlines highlighting the below-average performance of ‘active’ managers make for great headlines, they offer little insight into what is actually occurring in equity markets around the world. Peter Lynch is a well-known…

This year was a year to remember for cryptocurrency. Not only did it go “mainstream” in Australia but it received the much-needed regulatory oversight required to help provide greater security for both investors and cryptocurrency businesses. Although regulators may have taken a while to get their heads around cryptocurrencies and other digital assets, the government…

After a dismal year in terms of dividend yields, payouts have been at multi-year lows after most corporations were forced to cut payments to shareholders because of the pandemic. But Plato Investment Management is confident that dividends are back, and has revised up its dividend yield target for the 2022 financial year to 10% gross…

The Appen Ltd (ASX: APX) share price has sunk nearly 80% from its highs in 2020 to now rest at $9.81. Multiple guidance downgrades, bearish analysts reports and shifting customer priorities have presented major challenges for the business. Despite the share price fall, the selling could be potentially overdone. Here, I’ll be presenting the bull case; and it might not all be…