Anthony Kavanagh, Portfolio ManagerApr 26, 20236 minCan you trust the Weatherman?Meteorologist. The only job where you can be wrong every day and still keep your job. — Willard Scott Meteorologists or weather people...
Luke Howard, Portfolio ManagerJan 10, 202310 minThe tough choices awaiting Australian consumers in 2023Having lived through a period of over-consumption are we now facing a consumption hangover? As the dust settles on another festive season...
Anthony Kavanagh, Portfolio ManagerJan 8, 202314 minReturn of the DeveloperLast month the world witnessed Lionel Messi lead Argentina to a famous World Cup victory in an air-conditioned stadium in the desert...
Anthony Kavanagh, Portfolio ManagerMar 17, 202216 minHave you got enough food in your bunker?The main facts in human life are five: birth, food, sleep, love and death, E M Forster It is one thing to run out of cars and have to...
Chester Asset ManagementOct 29, 20213 minFinancial Repression means a different investing climateThe most recent COVID inspired emergency response has seen 20 years of US central bank debt accumulation double in 12 months.
Anthony Kavanagh, Portfolio ManagerJan 13, 20217 minReturn of the explorerAfter a year many would describe as the most challenging in recent memory we are optimistic on the human spirit bouncing back in 2021....
Luke Howard, Portfolio ManagerOct 21, 20206 minWelcoming a new Aussie broadband challenger to the ASXFor anyone who has followed the ASX telco sector in recent years the challenges presented by the rollout of the Government’s National...
Anthony Kavanagh, Portfolio ManagerOct 6, 20207 minWho's your counterparty?Amazon, Google, Woolworths, Tesla. No this isn’t an Ari Gold sales pitch(1) but rather a list of recent contract announcements by ASX...