John Cage wrote:
I can’t understand why people are frightened of new ideas.
I’m frightened of the old ones.
Here are a few of mine:
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“Retirement Income: the place of Listed Investment Companies & other managed funds”. Although this newsletter is ostensibly about retirement, I would like you to keep in mind that the principles apply whether we are investing for our grandchildren, using the cash flow...read more
"The surest way to corrupt a youth is to instruct him to hold in higher regard those who think alike than those who think differently." (Nietzsche) With the longer-term effects of Covid19 becoming more apparent by the day I was reminded of another asset class that...read more
With ‘breaking news’ shattering our peace at present, I am rather reluctant to add any more to the tumult attempting to address the health aspect of the current ‘crisis’. However, I would like to add some comfort for committed investors. Whilst this current situation...read more
You do not really understand something unless you can explain it to your grandmother. -- Albert Einstein. Whilst browsing the weekend papers this morning I was reminded of a peculiar habit of people; one I have commented on in previous newsletters. It is the almost...read more
It was disappointing to see, yet again, the use of a failed metric to distort the investment dialogue. Let me start this by reminding everyone of my preferred definition of investing; ‘the use of money productively to produce a regular income’. Contrast this with the...read more
I have been looking forward to this time of year, almost as much as Christmas as I now get to update all my charts and again marvel at the boring predictability. Things have gone up, down and round and round as per usual but the pattern of the 38 years covered gives...read more
I would like to thank subscribers for their patience. It has been almost 20 years since I left the industry to tread my own path (with acknowledgement to Scott Pape for the quote). The website has aged and was well overdue for an update. Amongst other things, it was...read more
With more updates rolling in I thought I would cheat again and repeat an earlier article, including the latest charts. The listed property article I wrote back in 2016 was based on my annoyance at the misleading reporting from people in the industry who should know...read more
Idle time had me looking back over My Say articles from 2002. Brought a few smiles to my face. I thought I might revisit one of them as I can then avoid reinventing the wheel by trying to pen a fresh article. It will also underline my unchanging attitude to investing....read more
I'm delighted to announce that as the result of much interest from some property investors (yes, property) I am able to bring to Brisbane the course I tutor for the Centre for Continuing Education (CCE) at Sydney University. It is a full day; 9.30 to 4.30 on Saturday...read more