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Episodes
Being first matters. Start your day with a compact briefing containing the information and data that matters. Find out what to watch for in the day ahead and the key issues facing markets, individual companies, the economy and society. Delivered by Nick Hurley, CFA, former portfolio manager at J. P. Morgan.
Episodes
Jul 7, 2020
Jul 7, 2020
8 min
Virgin Airlines bond holders.
Forward earnings estimates.
V-shaped recovery?
Jul 7, 2020
Jul 7, 2020
8 min
Virgin Airlines bond holders.
Forward earnings estimates.
V-shaped recovery?
Jul 4, 2020
Jul 4, 2020
7 min
A different perspective on value investing.
REX Airlines joins the golden triangle fray.
Jul 4, 2020
Jul 4, 2020
Jul 4, 2020
6 min
Why is the market rallying while there are such rapid declines in forward dividend yield?
Rate expectations from St Louis Fed.
Jul 4, 2020
Jul 4, 2020
6 min
Gold testing record highs. Is it being driven by yield curve control?
Blackrock promoting equity investing.
Positive PMIs.
Jul 4, 2020
Jul 4, 2020
8 min
GST reform - a missed opportunity.
China's dominance of global supply chains is increasing.
Gold rises to third place in Australia's largest exports.
Jul 4, 2020
Jul 3, 2020
Jul 3, 2020
6 min
Why is the market rallying while there are such rapid declines in forward dividend yield?
Rate expectations from St Louis Fed.
Jul 2, 2020
Jul 2, 2020
6 min
Gold testing record highs. Is it being driven by yield curve control?
Blackrock promoting equity investing.
Positive PMIs.