Monthly Archives: April 2012

Update No. 57 – 27/04/12

My wife and I filled out the forms to transfer our Superannuation into a recently established Self Managed Superannuation Fund (SMSF) today.  For those readers outside of Australia, Superannuation is a Government mandated retirement savings program, whereby your employer contributes 9% (currently – though it is expected to increase over time) of your salary into […]

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Update No. 56 – 20/04/12

There is considerable hand-wringing in the financial media about the long-term effects of the substantial money-printing that has been conducted by the major central banks since the GFC took hold in 2008.  In particular, the conservative European and US press are certain that there will eventually be enormous inflation as a consequence of these actions. […]

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Update No. 55 – 13/04/12

My first bit of information this week is a little graph I stumbled across in part of my weekly readings that represents US corporate profits.  When I look at this, it seems perfectly reasonable that the US stock-market is once again nearing record highs: When you see corporate profits are about 33% higher in aggregate […]

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Update No. 54 – 06/04/12

I am off to Perth first thing tomorrow morning, so I won’t write in much detail this week.  I have an ever-increasing watch-list of interesting stocks, but await a catalyst to realise something closer to a fair value for some of our existing holdings in order to deploy the cash into new opportunities. Regular readers […]

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