Business
December 10, 2018

25% Further Downside for Telstra?

Telstra has been a core portfolio holding for many investors after being privatised at $3.30…
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Business
October 25, 2017

Lynas Corporation (LYC) and Electric Vehicles

We recently undertook a review of a company called Lynas Corporation (LYC). LYC is a…
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Lower interest rates will probably not help the Australian economy
Business
July 15, 2017

Interest Rates, Wage Inflation and Technological Unemployment

A consensus has formed over the past six months that stronger global economic growth and…
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Lower interest rates will probably not help the Australian economy
Business
June 21, 2017

A Short Note On Climate Change

The climate change debate is one of risk management, not politics or ideology
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Analysis of the Australian Residential Housing Market
Business
March 15, 2017

Macquarie Atlas – March 2017

On Friday 10th March, toll road owner and operator, Macquarie Atlas (MQA) fell 6.2% on…
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Analysis of the Australian Residential Housing Market
Business
February 2, 2017

The Long Awaited Recovery in the US Housing Market

Significant household investment decisions depend on confidence, or ‘animal spirits’, which are clearly emerging in…
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Business
January 5, 2017

Resources And The Cycle

The resources industry has performed well over 2016 and it may appear that it is…
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Analysis of the Australian Residential Housing Market
Business
May 23, 2016

Analysis of the Australian Residential Housing Market

We have written this piece to argue against those predicting an imminent ‘housing crash’ because…
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Lower interest rates will probably not help the Australian economy
Business
May 2, 2016

Lower interest rates will probably not help the Australian economy

We have decomposed the Australian inflation data and argue that the RBA is unable to…
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Newgate Capital Partners review Infigen Energy (IFN)
Business
April 7, 2016

Newgate Capital Partners review Infigen Energy (IFN)

In this note Newgate Capital Partners review a company called Infigen Energy (IFN). One of…
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