You see it but you don't believe it
It would be naïve to think that 'confirmation bias' doesn't exist in financial markets. It goes a long way to explain the failings of most Australian equity portfolios.
Fear based volatility returns to equity markets
Investor hopes that share market volatility had been put behind them have proven short lived. Market action itself has again become the dominant concern for investors. The kind of concern implied by last night's three per cent drop in US stock markets is itself enough to make investors nervous and is a more likely candidate as catalyst of the last days for selling over the last 24 hours than China's PMI reads.
Data Drives Fears
Nervous investors are selling down shares as markets anticipate the release of globally sensitive manufacturing data from China. Moderate losses in overnight trading in the US are turning to substantial selling in after-hours trading as futures markets treble the drop during the US session. Naturally, this is weighing on the opening in Asia Pacific markets today.
Don't discount a takeover for Woolworths
Woolworths' recent run of bad news is only going to worsen. Could the company be snatched away before you get the opportunity to buy?
What's on at Eureka Report this week
Stand by for our biggest webcast of the year and a one-on-one with Slater and Gordon's Andrew Grech.
The correction: Was it leverage?
A closer look at the correction shows that borrowed funds played a minor role in the downturn... phew!
Correction opportunities
Market retracements are not unusual. Here's how international investors can play this one.
VRT: A solid dividend in the medical space
IVF business Virtus Health is a growing company with healthy cash flow.
Small caps: Earnings season strength
Vita Group has been one of the best performing local retailers in recent times, while Empired reported a solid result and is eyeing further contract wins.
How to kick your addiction to financial porn
Financial porn can do real damage to your portfolio. Here's how to protect yourself.
Fischer's weekend comments set a soft tone
Early indications are that reaction to the weekend comments of Fed Vice Chairman Stanley Fischer will provide a nervous start to trading this morning. Mr. Fischer expressed his belief that inflation will move higher as the current forces holding it down dissipate.
Buyers scramble to take advantage of value opportunity
After another strong market open, investors are starting to wonder what the recent sell-off was all about. Another day of strong buying looks likely as investors scramble to take advantage of what looks like a value opportunity before it closes down.
Bulls Run
Shares markets in the Asia Pacific region are set for further gains today after a strong night of trading in the US fuelled by better than expected economic data. Volatility remains elevated, and a sudden shift in sentiment is possible.
Market turmoil - an investor's friend or foe?
Most people don't like seeing the value of their investments depreciate, which seems sensible enough, but what most people fail to consider is that market declines can be a positive outcome for value investors. By investing the same amount, you automatically buy more assets when prices are low, and fewer when they are high. Meaning that when the market is down your average entry price is lower.