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Hot Topic TARIFFS
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Margin Call

CoreWeave: Has the AI rose lost its bloom?

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When growth stops

ANALYSIS: Remember to consider how the market will value that company once the growth slows down.

Nicholas Bagnall Tue, 08 Feb 2022
Margin Call
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‘Buy the dip’ investment may have had its day

ANALYSIS: Why 2022 could be the year of buying selectively.

Stephen Bennie Tue, 01 Feb 2022
Margin Call

What does the interest rate shift mean for equity markets?

ANALYSIS: Markets have started to see a wash-out of some of the excesses in valuations.

Andrew Bascand Tue, 25 Jan 2022
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Themes for 2022 and implications for asset allocation

ANALYSIS: A constructive view for markets this year.

Bevan Graham and Greg Fleming
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Margin Call
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Thematic growth stocks: consider base rates

ANALYSIS: Slow and steady does it.

Ashley Gardyne Tue, 21 Dec 2021
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Electric vehicles and the perils of too much investment

ANALYSIS: How does the flood of capital affect the EV companies themselves?

Nicholas Bagnall Tue, 14 Dec 2021
Margin Call
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Why stock picking sometimes works better than others

ANALYSIS: What ‘Active Share’ is and why it matters.

Stephen Bennie Tue, 07 Dec 2021
Margin Call
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Evicting New Zealand’s inflation demon

ANALYSIS: Many of the current inflationary forces are unlikely to reverse quickly.

Hamish Pepper
 Tue, 30 Nov 2021
Margin Call
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Choppy waters ahead for global equities

ANALYSIS: But bonds will struggle to beat inflation for some time to come.

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Private Bin

NZME txts, Serato sells, Craigs sparkles, parking tickets
Shoeshine
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Navigating the domestic air travel doldrums
Investment
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Takapuna Golf Club moots watertight design vs council closure
Morning Brew

‘Brutal, idiotic’ tariffs rile leaders; Myanmar quake toll rises

Politics
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‘That fear of prosecution was permeating everywhere’: van Velden

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US President Donald Trump imposes global 10% tariff
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DJ software company Serato sells 66% stake to Canadian company
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Eden Park’s $550 million plan unveiled
Te Ao Māori
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Law reform aims to boost Māori jobs, incomes
Shoeshine
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Auckland Airport drops prices after ComCom says ‘too high’
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