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Does CBA deserve its premium?

Chris · September 9, 2021 ·

Why, particularly since the GFC, have Commonwealth Bank of Australia’s returns outpaced ANZ’s, NAB’s and Westpac’s? For decades, macro-economic conditions have affected each of the Big Four in much the same way; and since 2017-2018, in the wake of the findings of the Royal … [Read more...] about Does CBA deserve its premium?

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Keynes as investor-speculator

Chris · July 20, 2021 ·

John Maynard Keynes (the First Baron Keynes of Tilton, 1883-1946) is usually remembered as the author of The General Theory of Employment, Interest and Money (1936) and father of “Keynesian economics.” He was probably the most famous and influential economist of the past century, … [Read more...] about Keynes as investor-speculator

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Australia’s dividend recession

Chris · June 21, 2021 ·

In Five crucial facts the mainstream has ignored (23 April), I demonstrated that “Australian equities have entered an earnings depression – and the market has mispriced it … egregiously.” Earnings finance dividends; so what, in the midst of Australia's bogus boom (19 May), are … [Read more...] about Australia’s dividend recession

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Australia’s bogus boom

Chris · May 20, 2021 ·

The "recovery" of Australia’s economy from last year’s plunge into recession is much more apparent than real. Before the pandemic, deep-rooted and growing impediments hobbled its growth. Some have existed for decades, others result from the poor policy during and since the GFC. … [Read more...] about Australia’s bogus boom

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Australia’s Earnings Depression

Chris · April 23, 2021 ·

If you’ve been following the news – which, two of my recent posts concluded, is a mistake! – for the past six months or more, you’ll be forgiven for thinking that the earnings of ASX-listed firms are recovering and therefore that the market’s remarkable gains since March 2020 are … [Read more...] about Australia’s Earnings Depression

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About this website

About this website

This site hosts newsletters, books, etc., written initially for shareholders of Leithner & Company Pty Ltd and subsequently for anybody who wants to read them. … [Read More] about About this website

Recent Posts

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  • America’s permanent recession: Is it coming to Australia? April 19, 2022
  • The janitor who amassed a fortune: How character underpins investment success March 16, 2022

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