John Cage wrote:
I can't understand
why people are frightened of new ideas.
I'm frightened of the old ones.
Here are a few of mine:
Happy New Year - My Say No 54
It is that time of the year when one sighs with relief as the year end festivities subside and a semblance of normality returns. For me, the celebrations continue into the new year as both birthday (70th) and the long-awaited update of my favourite c ...more
Round and round we go - My Say No 53
It is that time in the cycle that Listed Property Trusts (LPT's) rear their ugly heads once more and encourage me to revisit the them.
Apparently, in the recent past, listed property trusts have outperformed shares in 4 of the last 5 years; a sta ...more
Perception is reality - My Say No 52
Some years ago, as my wife and I contemplated the transition to full retirement, we decided to take charge of our future and opted to manage our own super. One of the primary reasons for this was to ensure that the assets reflected our very conservat ...more
As he sighed wistfully he thought, 'it seems like only yesterday'; another GFC so soon. Will it be the same as the last or different?
I can say, with considerable conviction that it won't be different. The drivers are the same, moral hazard being ...more
Alice in Wonderland - My Say No 50
It was not that long ago that Ken Henry, Secretary of the Department of the Treasury, was quoted as saying, "Equities are viewed as growth assets, as assets that provide fund members with upside exposure beyond what is offered by a fixed income produ ...more