The only constant is change... and that's an opportunity.
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-- The big macro: Vaccines, riots and 250,000 job vacancies -- Is an 18.9% household savings ratio the coiled spring the economy needs? -- Speaking of savings, will bank war-chests be used for massive buybacks? -- On the other hand, US companies are getting in on the capital raising act… but why? -- Coal companies invest in batteries, as grid scale solar comes to industrial rooftops -- Could Afterpay see the end of credit cards as we know them? -- And we dip into the Fool mailbag! See omnystudio.com/listener for privacy information.
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– How do you define core, growth and speculative?  – Is intrinsic value possible to calculate? And is it worthwhile?  – Should I mirror my personal portfolio inside Super?  – How should I help my kids invest?  – Hey Scott… here’s what YIMBY is about  – Why not borrow against the house?  See...
Published 04/13/24
– US inflation jumps  – CBA’s $1.7b 'free kick'  – Maybe banks should make more money?  – Protectionism: The new competition…  See omnystudio.com/listener for privacy information.
Published 04/12/24
Published 04/12/24