ANALYSIS: It seems that even mega-cap tech growth stocks have a habit of changing their (valuation) spots over time.
ANALYSIS: CEOs of NZX50 companies have itchy feet – is this an omen for future shareholder returns?
ANALYSIS: What Nvidia and coin-tossing gods teach us about financial markets.
ANALYSIS: When JPMorgan Chase & Co moves into bailout mode, consider becoming a buyer too.
ANALYSIS: Japan is finding favour in a world where others, such as China and Europe, are facing more grave challenges.
ANALYSIS: The theory and practice of currency hedging.
ANALYSIS: In ice hockey parlance, instead of waiting to see where the puck’s got to, skating to where it is going would enable the RBNZ to get ahead of potentially bigger economic issues down the line.
ANALYSIS: It is likely almost every highly priced growth stock (future-winners and future-duds alike) will fall together in the event of a significant market sell-off.
ANALYSIS: The extraordinarily super Super Micro Computer.
ANALYSIS: It will take time for lower rates to provide relief and households will face headwinds for a while yet.