EDITORS' PICKS
In this week's round-up Kohler questions why the recession has been relatively mild so far; Gottliebsen says GM Holden can survive without its parent; and Bartholomeusz looks at Sol Trujillo's claims of racism.
The best kind of recession
Alan Kohler
Australia's disposable income is rising, unemployment is falling, the currency is rising, commodity prices are going up and the sharemarket is well off its bottom. So what's the catch?
Holden can drive solo
Robert Gottliebsen
While the long-term viability of GM Holden is linked to General Motors' fate, the US Chapter 11 bankruptcy will not cover its Australian operation and is likely to be a short-term affair.
Understanding Trujillo
Stephen Bartholomeusz
The former Telstra chief is using a broad brush when he says Australians are racist, but the treatment he has received, and continues to receive, was grossly insensitive and, perhaps, even racist.
Meaner than mean
Stephen Bartholomeusz
Over the long-term equities have achieved abnormally high returns, particularly in Australia. However, in the present era of deleveraging and 'de-globalisation', can we avoid a reversion to below the mean?
Cut short
Tony Boyd
ASIC decision to lift the ban on covered short selling of financial stocks took the market by surprise, but will be welcomed by those who saw it as a brake on the unfettered price discovery of certain shares.
This is no false spring
Peter Morici
The stock market, smelling a recovery, will head up in the second half of the year. It will anticipate a return to growth, but the recovery is not going to really uncork until the fourth quarter.
Glass half full
Q&A by Isabelle Oderberg
Australian wine sales have held up well but overseas demand is another story, says Stephen Couche, the head of Jacob's Creek-maker Orlando Wines, who also gives his top picks for value-hunters
Alan Kohler
Australia's disposable income is rising, unemployment is falling, the currency is rising, commodity prices are going up and the sharemarket is well off its bottom. So what's the catch?
Holden can drive solo
Robert Gottliebsen
While the long-term viability of GM Holden is linked to General Motors' fate, the US Chapter 11 bankruptcy will not cover its Australian operation and is likely to be a short-term affair.
Understanding Trujillo
Stephen Bartholomeusz
The former Telstra chief is using a broad brush when he says Australians are racist, but the treatment he has received, and continues to receive, was grossly insensitive and, perhaps, even racist.
Meaner than mean
Stephen Bartholomeusz
Over the long-term equities have achieved abnormally high returns, particularly in Australia. However, in the present era of deleveraging and 'de-globalisation', can we avoid a reversion to below the mean?
Cut short
Tony Boyd
ASIC decision to lift the ban on covered short selling of financial stocks took the market by surprise, but will be welcomed by those who saw it as a brake on the unfettered price discovery of certain shares.
This is no false spring
Peter Morici
The stock market, smelling a recovery, will head up in the second half of the year. It will anticipate a return to growth, but the recovery is not going to really uncork until the fourth quarter.
Glass half full
Q&A by Isabelle Oderberg
Australian wine sales have held up well but overseas demand is another story, says Stephen Couche, the head of Jacob's Creek-maker Orlando Wines, who also gives his top picks for value-hunters
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