Trade War/Real War, A Lasting Boom, School or Beach, Banks, GDP growth, and much more

In the Overview this week Alan Kohler starts by picking up more deeply on the winds of war, both trade, and real. Trump and China feature prominently, along with Kim in Korea, but tension is ratcheting upwards. With the help of Gerard Minack, Alan also looks at how much longer things can keep going before the boom turns, while there's also topical insight on just how many untrained financial advisors might head to the beach, rather than suffer up to 960 hours of additional education. Alan is still shocked by the 'cartel' accusations of ANZ and negative on the banks, and explain why. The 3.1% GDP figure this week was a solid result, although it’s down to just three Australian governments, and China! Percy Allen from MarketTiming answers a reader question, and there’s an additional essay from Alan's friend Peter Guy on non-executive directors and board composition.

Last Night's Markets
Trade War/Real War
How Much Longer?
School or Beach?
Banks
Doing Time
3.1% GDP growth
MarketTiming
Non-executive directors and board composition
Research and Diversions
Facebook Live
Next Week
Last Week

The booming Boeing share price speaks volumes about the market’s attitude to the trade war: Mr Market is not worried, otherwise Boeing, a big exporter of planes to China, would be down, not up. In fact, the whole global market would be down, but it’s not.

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