21st Century Investing Archives

01 Dec 2022 outlook, Is the music still playing?

Posted at 01:11h in 21st Century Investing, Australian Shares, Big Tech, COVID, Economics, Economics and Politics, Technology shares, US Shares

Macro overview Make no mistake there is a very noisy chorus of doomsters in financial markets. Some so negative that they are either sitting in 100% cash or using financial products (options, bear funds, buying the volatility index) to protect their portfolios against a 20%+ downside...

07 May Big Tech – opportunity knocking

Posted at 01:48h in 21st Century Investing, Big Tech, Corporate earnings, Economics, Inflation/Deflation, Investing, Technology shares, US Shares

I want to talk about Big Tech. In 2015/16 I restructured my SMSF share portfolio. I sold my Australian bank shares in 2015 and I was looking to diversify my share holdings into more secular growth themes and decided to start investing directly in the US...

03 Dec Twenty-twenty, That’s a wrap!

Posted at 05:46h in 21st Century Investing, Australian Shares, COVID, Economics, Investing, Technology shares, US Shares, Vaccine

Casting an eye back over 2020 shows yet again that forecasting the future and hence the stock market is fraught with risk. No matter how many times we were all warned by former Presidents, from George Bush Jnr to Obama and billionaire Ted-X speaker Bill Gates,...

16 Jul Are we experiencing another DOTCOM-like bubble?

Posted at 04:15h in 21st Century Investing, Investing, Technology shares, US Shares

Are we experiencing another DOTCOM-like bubble? There is no denying the buzz and euphoria around technology shares post the March 2020 corona share market crash. The NASDAQ index has risen over 50% from the March lows to a new record high. Robinhood traders and the biggest...

01 Dec 2022 outlook, Is the music still playing?

07 May Big Tech – opportunity knocking

03 Dec Twenty-twenty, That’s a wrap!

16 Jul Are we experiencing another DOTCOM-like bubble?

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