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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
Wednesday Jul 01, 2020
Wednesday Jul 01, 2020
GST reform - a missed opportunity.
China's dominance of global supply chains is increasing.
Gold rises to third place in Australia's largest exports.
Tuesday Jun 30, 2020
Tuesday Jun 30, 2020
A different perspective on value investing.
REX Airlines joins the golden triangle fray.
Saturday Jun 27, 2020
Friday Jun 26, 2020
Thursday Jun 25, 2020
Thursday Jun 25, 2020
Singapore leads Virgin Australia bond holders.
NBN and InfraCo Merger.
Vaccine Update.
Wednesday Jun 24, 2020
Wednesday Jun 24, 2020
Yield Curve Control - Australia leading the way.
Geopolitical plays in the global iron ore market.
Tuesday Jun 23, 2020
Tuesday Jun 23, 2020
Australian Parliamentary Enquiry into Corporate Debt Markets
Canva worth even more.
Tailwinds and Headwinds for the global economy going forward.
Saturday Jun 20, 2020
Saturday Jun 20, 2020
Factor relative returns YTD.
Is now the time to buy Aussie value stocks?
Friday Jun 19, 2020
Friday Jun 19, 2020
Buy Now Pay Later (BNPL) has another glorious day on the ASX.
More evidence of crazy equity valuations.
Equities driving currency markets for the first time since 2014.
Bain suggests its bid for Virgin Airlines will not be as bad for employees as first thought.
Thursday Jun 18, 2020
Thursday Jun 18, 2020
S&P overnight trading doubles.
US IG corporate issuance for 2020 already eclipsing 2019.
Sweden still a long way from herd immunity.