Going for broke
Sorry to spoil the party, but US GDP growth was mainly generated by government spending. That doesn't mean there isn't a recovery under way, but America's dire fiscal position is a very serious concern.
Australian dollar disaster
We are headed for a manufacturing catastrophe if the Australian dollar continues to appreciate, or remains high. It's about time we acknowledged the problem and found a way to address it.
The unlikely hero Centro
The amazing efforts of Centro's board and management to rescue the company, and thus the values of many super funds during the credit crisis, should not be forgotten despite recent, serious allegations.
CSL, BHP and Woolies lead the world
Boston Consulting Group's annual world survey of corporate wealth generation shows Australia hits well above its weight. This means one thing – our stock market will increase.
Myer makes do
Tremors in the offshore equity markets have seen Myer's private owners settle for a lower pricing of the float than they might have done two weeks ago – but that's good news for some.
NAB's rich pickings
National Australia Bank now has an historic opportunity to pick over the UK market and buy assets and customers cheaply without exposing itself to undue risk.
When it comes to electronic book readers the sceptics abound, but there's a reason Amazon's best-selling electronic book reader, Kindle, is America's most wished-for toy.
Carbon dj vu, all over again
The indifference shown by Australia in regards to spending on renewable development and energy and fuel efficiency has turned our foray into the carbon debate into a global farce.
In this week's essential reading guide, Kohler looks behind the US GDP data, Gottliebsen reveals Centro's unlikely heroes and Bartholomeusz examines the Myer float.
Going for broke
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