Solar Power

This article highlights the issues that Solar Power on homes is causing the power network.

https://www.abc.net.au/news/2018-10-26/victorias-renewable-energy-boom-could-burn-electricity-market/10405210?section=business

Are Shares Expensive ?

Given the continued volatility in share markets, an obvious question is:- Are shares expensive?

https://www.ampcapital.com/au/en/insights-hub/articles/2018/October/Are-shares-expensive

Ray Dalio's powerful formula

Today's article covers a simple formula used by Ray Dalio to learn from challenging situations.

https://www.cnbc.com/2018/10/11/this-powerful-formula-helped-ray-dalio-build-his-18-billion-fortune.html

Trade War Beneficiaries

The "Trade War" coverage has initially focused on the negative impact it will have on various economies.   This article outlines economies that are benefitting.

https://www.bloomberg.com/news/articles/2018-10-22/thanks-to-the-trade-war-southeast-asia-has-an-investment-boom?srnd=premium-asia

Observations on Aspects of the Market

Market Volatility can be an opportunity for Long Term Investors.

https://www.janushenderson.com/aupi/post/18392/for-long-term-investors-market-volatility-can-create-points-of-entry

Smart Beta - potential risks for investors.

https://www.institutionalinvestor.com/article/b1bf9hmldl3x80/The-Smart-Beta-Risks-You-re-Overlooking

Inversion

Inversion is an interesting concept to help one focus on achieving their goals.

https://www.businessinsider.com.au/warren-buffett-business-strategy-set-path-to-early-retirement-2018-10

Philanthropy

This article discusses issues with managing Foundations.

https://www.institutionalinvestor.com/article/b1bdrr1g6jff06/The-Curious-Case-of-the-Vanishing-Capital

Share Market Outlook

Recent Volatility has brought out a lot of dire predictions for the stock market.  This article gives a different view.  We are continually amazed by the large change in view from day to day during volatile periods in the stock market.

https://www.smh.com.au/business/markets/the-market-is-cheap-why-the-worst-may-already-be-over-for-the-asx-20181016-p509v0.html

Sears files for Bankruptcy

Sears files for Bankruptcy

https://www.nytimes.com/2018/10/14/business/sears-bankruptcy-filing-chapter-11.html?rref=collection%2Fsectioncollection%2Fbusiness

Water vs Oil

Will Water become more valuable than Oil?

https://www.schroders.com/en/uk/private-investor/insights/markets/will-water-become-more-valuable-than-oil/

Solar Power

The Impact of Solar Power on the Grid

http://www.abc.net.au/news/2018-10-11/solar-farm/10366460

Industry Funds

Industry Funds have led the way in many ways.  Now after capturing a significant share of the market, Industry Funds are beginning to introduce new provisions, in this case, to freeze redemptions in the direct property options.  This highlights flaws in the super system in terms of liquidity, portability, investment allocation and overall asset/liability matching.  Hopefully any provisions will be solely for the benefit of the investor.

http://www.abc.net.au/news/2018-10-10/australias-biggest-super-fund-plans-for-property-downturn/10359198?section=business

Enough Said

The headline in this article says it all.

https://www.smh.com.au/business/markets/the-next-financial-crisis-is-staring-us-in-the-face-20181009-p508i8.html

Climate Change

Why half a degree of Global Warming is a big deal

https://www.nytimes.com/interactive/2018/10/07/climate/ipcc-report-half-degree.html?action=click&module=Top%20Stories&pgtype=Homepage

Denmark Tax Scandal

Today's article refers to a tax scandal in Denmark.

https://www.nytimes.com/2018/10/05/business/denmark-skat-tax-scandal.html

Soaring US Dollar

The effect of the Appreciating US Dollar on emerging markets.

https://www.theguardian.com/business/2018/oct/04/soaring-us-dollar-threatens-trouble-for-emerging-markets

Circle of Competence

An interesting article making us think about what we know and what we don't.

https://behavioralvalueinvestor.com/blog/2018/9/30/circle-of-competence

Battery Power

This article gives a good example of the real benefits of Battery Power based on the Tesla Battery set up near a Windfarm north of Adelaide.

http://www.abc.net.au/news/2018-10-02/tesla-battery-proves-a-leading-source-of-dispatchable-power/10326420?section=business

Will the Hayne Royal Commission Report be a Game-Changer?

Interim Report of the Hayne Royal Commission has been released.  What actions will come from this?

https://www.theguardian.com/australia-news/2018/sep/28/why-kenneth-haynes-banking-royal-commission-report-is-a-game-changer