Archives for November 2025

A recent “analysis” overlooks key facts and ignores major risks. I analyse comprehensively and rigorously, and thus conclude justifiably. Is “the ability to grow your capital materially using a portfolio of Australian shares ... much more difficult than using international shares, US shares in particular”? Have “US shares outperformed literally everything in literally every … [Read more...] about Australian versus American equities: past, present and future

Holding it doesn’t abate risks such as modest consumer price inflation; yet owning it at today’s prices creates a significant risk of loss. In a recent article (Why investors needn’t – and presently shouldn’t – own gold, 7 April) I wrote: “why should investors own gold? Its advocates have long cited a handful of attributes which justify its purchase.” Unlike many others, who … [Read more...] about Speculators in gold are playing with fire