Latest News & Analysis
stocks
CrowdStrike earnings: Vendor consolidation drives upside as outage impact dissipates
We maintain our fair value estimate, shares overvalued.
personal-finance
Unconventional wisdom: Can you value a share just using dividends?
Investors are too quick to dismiss this valuation technique.
markets
Has the stock market reached peak optimism on tariffs?
Strategists say equities have already priced in the good news on tariffs as the trade war grinds on.
stocks
Defensive ASX retail play is significantly overvalued
Less earnings volatility translates into less investment risk but shares are still overvalued.
stocks
Chart of the Week: How overvalued is CBA compared to its peers?
This week’s chart looks at Commonwealth Bank of Australia’s valuation gap to peers.
personal-finance
The US dollar looks overvalued. Should individual investors care?
Some things are a lot more important to professional investors than everybody else.
personal-finance
The super tax and the defined benefits scandal
Australia’s superannuation inequities date back to poor decisions made by Parliament two decades ago. If super for the wealthy needs resetting, so too does the defined benefits schemes for our public servants.
markets
June 2025 US stock market outlook: Has the storm passed?
Be wary of the recent complacency; there’s turbulent water ahead before the skies clear.
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