Month: September 2022

With so much content released across the Equity Mates network every week, it can be easy to miss something. Catch up on anything you missed with our weekly round up.

The surgery sounds painful, both to your legs and your wallet. For $75,000, a surgeon will break both of your femurs, insert adjustable metal nails down the centre, extend these nails one millimetre a day for 90 days, all to add three to six inches (7 to 15 cm) of height. Want to get a few more inches? Doctors can break your tibias and insert nails there as well.

Equity market rallies during periods of overarching market weakness are not uncommon, and there can be multiple rallies in the equity market even during a more prolonged downturn. The four P’s framework can be used to consider if a bear market rally will become a bull market or if the lows will be tested again.

While we don't have a strong view on crypto here at Equity Mates, we are fascinated to watch the story unfold. Read on for some of the most interesting Tweets, articles and memes from the past week below.

The market for data warehousing and analytics is worth over $215 billion. And growing. This article believes cloud data will see similar market dynamics to cloud computing, with two dominant players like AWS and Azure.

Megatrends are defined as macroeconomic changes we are seeing on a global scale that are transforming economies, businesses and societies. WAM Alternative Assets focuses on four key megatrends including: digitalisation, demographical shifts and ageing populations, climate change and the increasing demand for food.

Over the past 12 months Chinese property developers have defaulted on over US$20 billion in debt, housing sales have fallen 30% year-on-year and construction of new homes has stalled. As the property market collapses, and borrowers fall into negative equity, more and more Chinese borrowers are refusing to pay their mortgages.

For those who want to invest in the property sector without the responsibility of a mortgage or maintenance costs, there is the alternative of Real Estate Investment Trusts (REITs) ETFs.

The perfect compliment to our Get Started Investing podcast series. Every week we’ll break down one key component of the world of finance to help you get started on your investing journey. Perfect for beginner investors or for those that want a refresher on some key investing terms and concepts.

This article takes a look at the Adobe-Figma deal and then takes a look at the investment case for Adobe, and asks if there’s value after last week's brutal sell off.

Future Generation conduct an in-depth interview with Sage Fund Manager, Sean Fenton. Topics include: 1 to 5 year outlook for equity markets; portfolio construction; investing lessons from 25 years experience.

As the streaming business grew, everyone recognised it was unsustainable. When the market fragmented (so much so that the cost of all streaming services combined was higher than cable) it was clear that there had to be some mergers, acquisitions or failures. The market had to rationalise.

With so much content released across the Equity Mates network every week, it can be easy to miss something. Catch up on anything you missed with our weekly round up.

As the ETF industry continues to grow, it offers a timely opportunity to go back to basics and revisit the fundamentals of an investment product that has now become a market staple.

While we don't have a strong view on crypto here at Equity Mates, we are fascinated to watch the story unfold. Read on for some of the most interesting Tweets, articles and memes from the past week below.

This article uses the MoviePass model to frame the amount of subscription services that are in market today. Amazon, Costco, Walmart, Apple, Disney, DoorDash, Uber, Lyft, even Subway. These are just some of the big companies that have a subscription offering. Do all these companies really need a subscription offering? And more importantly, do they really expect us to pay for them?

This article makes the case that the way we actually quit big oil is through a windfall profits tax. Britain has just implemented one, as have India, Europe has proposed one and calls are growing louder throughout the rest of the world.

Researchers from UC Santa Cruz believe they have discovered a protein released in the early stages of most types of cancer. The researchers suggest that if a blood test could screen for this particular protein, then the world would have an early warning system for most types of cancers.

The perfect compliment to our Get Started Investing podcast series. Every week we’ll break down one key component of the world of finance to help you get started on your investing journey. Perfect for beginner investors or for those that want a refresher on some key investing terms and concepts.

This was the first time we’ve come across the ‘Harvard MBA Indicator’. It turns out that MBA’s - even after their years at business school - are terrible at forecasting industries.

With markets falling and inflation ramping up, investors might feel they need to ‘do something’ to avoid further losses. However, when it comes to investing, taking action in response to market turmoil may derail a sound investment strategy.

Marcus summarises what the Australian Stock Market has done in September from the last 40 Septembers and answers the question - Is September a bad time to invest?

From when the world had just tens of millions of inhabitants to today, where it is closer to ten billion, the concern has been the same. That there are too many people for the Earth’s resources to sustain. The question becomes is there something different about this time - does climate change change the equation - or will Sir David Attenborough join Plato and Thomas Malthus as famously incorrect worriers about overpopulation?

This 3 part series covers key investment questions for all stages of investing. Part 3 is for the 'go-getter' investor.

With so much content released across the Equity Mates network every week, it can be easy to miss something. Catch up on anything you missed with our weekly round up.