In this week's essential reading guide Kohler says all budget bets are off, Maley fields calls of an Australian credit bubble, Gottliebsen sums up Goldman's mangled muppet show and the KGB interrogate Joe Hockey.

All budget bets are off
Alan Kohler
If Treasury Secretary Martin Parkinson is right, the budget black hole is now vastly larger than it was in November and both Joe Hockey and Wayne Swan are about to be mugged by reality.

Prime time has just doubled
Alan Kohler
Online publishers and traditional television broadcasters used to think they were competing for audience attention but it turns out they are actually partners in a multi-tasking boom that benefits both.

Goldman's mangled muppet show
Robert Gottliebsen
Mud will likely be flying at former Goldman Sachs executive Greg Smith after he penned his very critical views of the investment bank's culture, but ignoring the issues he raises will do real harm to the firm.

Ice Age for online dinosaurs
Robert Gottliebsen
A new way of classifying all Australian chief executives and their strategies has emerged – and in coming days we'll find out more about who fits where.

A Future Fund fracas doesn't fly
Stephen Bartholomeusz
Movements in the Future Fund's investments last year suggest a very active approach among its managers, and it's unlikely the appointment of David Gonski will change this.

Harvey should look at a Myer model
Stephen Bartholomeusz
Despite Gerry Harvey's claims that he does indeed 'get' online retail, Myer's Bernie Brookes looks comparatively much more likely to develop a reasonable presence as the online market grows.

Predicting the next credit crunch
Karen Maley
Hayman Capital saw the US sub-prime collapse coming before many others. Now its global strategist says the Euro is unlikely to survive in its current form, Australia is in a credit bubble, and a Japanese debt crisis is going to happen sooner rather than later.

Red lights flare for US shares
Karen Maley
US stocks are rallying but conditions are now in place for a market that is overbought, overvalued and overbullish and investors should expect trouble, Hussman Funds warns.

The Greens are proving that small is ugly
Rob Burgess
Progressive thinkers within the Greens Party will be scratching their heads at the nonsensical decision to oppose planned tax cuts for larger companies.

A fork in Turnbull's road to salvation
Rob Burgess
There's plenty of grunt in Malcolm Turnbull's sovereign wealth fund proposal, so why are Wayne Swan and Joe Hockey not raising the same issue?

KGB: Joe Hockey
Kohler, Gottliebsen & Bartholomeusz
The shadow treasurer says expenditure cuts can return the budget to surplus despite recent Treasury forecasts, and does not support direct intervention in response to the Australian dollar's strength.

How loudly can Gina's money talk?
Paul Barry
For all her billions and enthusiasm, Gina Rinehart shows little ability to bring others along with her in her quest for power.

Why I do 'get' online retailing
Gerry Harvey
Gerry Harvey responds to Stephen Bartholomeusz, arguing the numbers in support of online retailing taking off are simply not there and group buying sites are struggling.

Nuclear after Fukushima
Ziggy Switkowski
One year on from Japan's Fukushima disaster, Australia has engaged with hard questions on nuclear energy and the case for it has been clarified.

Social media's industrial strength
Leon Gettler
Angry social media-based campaigns have recently claimed some high profile and diverse victims, and are now playing a new role in industrial disputes. Public relations teams must arm themselves for a new front in the communications battle.

Chasing Turnbull's NBN alternative
Vincent O'Donnell
The Coalition's rhetoric on the national broadband network may be seamless but details on an alternative are still non-existent.

InvestSMART FORUM: Come and meet the team

We're loading up the van and going on tour from April to June, with events on the NSW central & north coast, the QLD mid-north coast and in Perth, Adelaide, Melbourne, Sydney and Canberra. Come and meet the team and take home simple strategies that you can use to build an investment portfolio to weather any storm. Book your spot here.

Want access to our latest research and new buy ideas?

Start a free 15 day trial and gain access to our research, recommendations and market-beating model portfolios.

Sign up for free

Related Articles