Technology shares Archives

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...

22 Feb On the Edge – a sell off on the cards?

Posted at 01:25h in Australian Shares, Banking stocks, Corporate earnings, Inflation/Deflation, Investing, Iron Ore, Oil stocks, Technology shares

Reporting season update As the Australian reporting season moves to the busiest week on the calendar, let’s take a look at what factors have been moving the Australian stock market. Earnings season to date has seen around 140 companies report for the FNArena calendar of stocks...

18 Jan What’s on the horizon for 2021?

Posted at 00:46h in Australian Shares, Banking stocks, Corporate earnings, COVID, Economics, Economics and Politics, Inflation/Deflation, Investing, Iron Ore, Oil stocks, Technology shares, Technology shares, US Shares

Happy New Year Shareplicity friends. As the first anniversary of the first reported COVID case passed without fanfare, I want you all to consider what’s install for the next twelve months. Here’s where we are at here in Australia and in the US, as we head...

26 Aug The Fed’s liquidity train, what it means for gold, inflation and equities.

Posted at 20:10h in Australian Shares, Economics, GOLD, Inflation/Deflation, Investing, Technology shares, US Shares

I had the good fortune to participate in a live webinar with the former head of Barings’ Research this week, Michael Howell, who runs CrossBorder Capital in London. A link to the presentation is available at the end. Michael has specialised in the analysis of global...

07 May Big Tech – opportunity knocking

22 Feb On the Edge – a sell off on the cards?

18 Jan What’s on the horizon for 2021?

26 Aug The Fed’s liquidity train, what it means for gold, inflation and equities.

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