Margin Call

Hot Topic TARIFFS

Latest

Margin Call

Could the United States become ‘uninvestible’?

ANALYSIS: Capitalist economies tend to thrive when businesses can safely assume that governments will treat them fairly and consistently and that changes in regulations and taxes will be driven by broad policy objectives rather than erratic favouritism.

Nicholas Bagnall Tue, 01 Apr 2025

Margin Call

CoreWeave: Has the AI rose lost its bloom?

Margin Call

Sky TV’s rights negotiation goes into extra time

Margin Call

Retirement village shares – refreshed?

Margin Call

From Magnificent 7 to the 493

Margin Call

Quality: one person’s trash, another’s treasure

Margin Call

JP Morgan thrives on chaos

ANALYSIS: When JPMorgan Chase & Co moves into bailout mode, consider becoming a buyer too.

Stephen Bennie Tue, 23 Apr 2024

Margin Call

Global divergence in economic prospects

ANALYSIS: Japan is finding favour in a world where others, such as China and Europe, are facing more grave challenges.

Hamish Pepper and Chris Di Leva Tue, 16 Apr 2024

Margin Call

Higher risk-adjusted returns; get yourself a ladder

ANALYSIS: The theory and practice of currency hedging.

Jason Lindsay Tue, 09 Apr 2024

Margin Call

RBNZ stance increasingly out of line with global peers

ANALYSIS: In ice hockey parlance, instead of waiting to see where the puck’s got to, skating to where it is going would enable the RBNZ to get ahead of potentially bigger economic issues down the line.

Ashley Gardyne Tue, 02 Apr 2024

Margin Call

Will the market share your bullish views when the tide goes out?

ANALYSIS: It is likely almost every highly priced growth stock (future-winners and future-duds alike) will fall together in the event of a significant market sell-off.