China looks good, US looks good, even Aussie market looks good. Who wouldn't want to be fully invested for now? Read our take in the Weekly that we just posted.

At a time when there is a marked shift to investing in index funds, our model portfolio continues to perform above its benchmark - by 8.6% over the last 12 months! Is it luck? At 3.6% pa over nearly 5 years luck is still a component but with only top 100 stocks in the portfolio the out-performance has not been earned by taking high-risk bets on small and micro cap stocks. Read our take for the future in our Weekly that we just posted under the Market Updates tab. 

Lots of things got sorted this week. Read our take in the Weekly that we just posted under the Market Updates tab.

We've got an interesting yield curve chart in this Weekly - just posted under the Market Updates tab

A slight inversion to the US yield curve sent the S&P 500 tumbling 1.9% overnight. Should we be worried? Read our take in our Weekly that we just posted. 

We now have the ASX 200 and S&P 500 at about fair pricing so that catch up from the Q4 sell off is over. But the future looks fine. Read our take in the Weekly we just posted under Market Updates

There has been a slew of data that look, at first, to be a bit disturbing. Read our take in the Weekly that we just posted under Market Updates. Tings are really quite good!

We face a big data week. Read our opinions in the Weekly we just posted under Market Updates

As the US markets closed this morning it looked like next weeks March 1 tariff hikes will not happen. Read our perspective in the Weekly that we just published.

The US government shutdown has been averted by Trump's signing of the Wall deal. Progress seems to be being made on the China spat. Problems are fading away so read our take in the Weekly we just posted under Market Updates.