Monthly Archives: November 2013

Update No. 140 – 01/12/13

The downside to things being generally stable in the Global economy is there are not as many crises available to discuss in the weekly update in an attempt to keep it more interesting than just a reproduction of the weekly closing figures. I tweeted this week that the S&P500 trades on under 15X forward earnings, […]

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Update No. 139 – 24/11/13

We generated good ‘Alpha’ this week. We managed to do it in my favourite way too. With a decent decline in our benchmark defied by our holdings which grew by 0.29% on the week. I’m sure most of my fellow investors are starting to come around to this idea. If you still prefer to see […]

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Update No. 138 – 17/11/13

I directed readers to Update No. 97 last week to point out my expectation that 2013 would likely be a good one for stock markets. I also talked about US housing starts (pdf), predicting around 1 million starts for 2013 to underpin the expected US growth in the economy and in reducing unemployment. The housing […]

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Update No. 137 – 10/11/13

In Update No. 97 back in January of this year, I made this bold prediction: The US and Chinese economies (the two most important in the world) will have a sound 2013 in my view, and given current valuations and the economic conditions in Australia, I would expect the Australian indices will on the balance […]

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Update No. 136 – 03/11/13

Selling I have said many times is easily the hardest part about investing. I mentioned that I had disposed of our TPI holding a few weeks ago, because the level of commitment to debt elimination displayed was not what I had hoped it would be, and it was the one holding I spent the most […]

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