by Jason Fittler | May 17, 2024 | Articles, Newsletter
The 2024 budget when viewed over the coming 12 months period is a positive budget, however, longer term it is setting up the economy for tough times. My review of the budget is focused on the impact it may have on the economy over the longer term. Let review the...
by Jason Fittler | May 14, 2024 | Articles, Newsletter
But first a quick market update. The market has gained around 10% since the start of 2024. The market concerns have focused on inflation however, now inflation seem to be under control. Interest rates are expected to hold at the current rate with expectations of...
by Jason Fittler | Mar 22, 2024 | Articles, Newsletter
Interest Rates There is a lot of fuss around interest rates. Over the past six months all we have heard in the news is RBA, Inflation, Interest rates and Consumer Price Index (CPI). For most Australians, we understand that the economy is not doing well. For those who...
by Jason Fittler | Feb 28, 2024 | Articles, Newsletter
Demand for iron ore is stagnating. China represents 71% of the global seaborne iron ore market. China’s housing sector has slowed down and the economy showing clear signs of maturity and saturation. With the slow down on building property in China we expect that...
by Jason Fittler | Jan 13, 2024 | Articles, Newsletter
Investors always look forward for opportunities and look back to learn the lessons the market provides each year. 2023 was a tough year with most of the gains coming in the last quarter. 2023 closed with a 7.8% gain.In 2024 the expectations are that Material and...
