Tuesday, July 23, 2024

Hello and welcome! 

I started this web site in late 2023 to post my random scribblings on investing and investment markets. 

It is not ‘monetised’ in any way, and there is no ‘revenue model’. I do not receive any direct or indirect financial or non-financial benefit from any company or provider of products or services referred to in the content. I use my data, analyses, insights, and ideas to invest my own money.  Where I write about specific companies or investments, I will always make it very clear whether I am, or have been, an investor or not, and that is usually the point of the story – to talk about lessons learned along the way. Enjoy!

I have had the privilege of living through, participating in, and learning first-hand from, the best and worst of financial markets over the past 40 years

These experiences - plus degrees in law, economic history, finance, and a CFA charter along the way - have enabled me to develop a unique, multi-disciplinary, multi-dimensional view of financial markets, booms & busts, crashes & and rebounds - what drives them, and how to navigate them, from macro vision to micro execution as a hands-on practitioner, investor, adviser, and portfolio manager.

Please subscribe to my Newsletter, connect on LinkedIn, or follow me on (Twitter) X 

Australians have always had a love-hate relationship with their banks. (OK, so it’s mostly hate). But it was not always the case. Believe it or not, there was a time when the Australian public loved their banks so much they kicked out a Federal government that was trying to close the banks down! Here is the remarkable story of Banks -v- Politics, Capitalism -v- Socialism right here in Australia.

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Which Bank? . . is winning the Battle of the Banks?

Quick 2-question Quiz on Aussie Banks -  Q1 - Which of the big Aussie banks has had the largest % share price gain this year?  - No it's not CBA, despite all the media attention and hype.    Q2 - Which of the big banks has been the best for shareholders over the past one, two, and three decades?    - No its not CBA either, despite the widely held belief that it is!

Ashley Owen Jul 17, 2024
Trump -v- Biden: Economic Report Card on their first terms – how did they rate?

Putting aside personalities, politics, and hair products, what are the facts? What were the actual economic outcomes in each of their first terms? How do they rate on seven key outcomes for investors?

Ashley Owen Jul 11, 2024
My ‘10-4 all-weather ETF portfolio’ – Part 2: What’s in it?

Here is my '10-4' all-weather ETF portfolio. out of the 348 ETFs on the ASX, which 30 are in the 'squad'? which 9 am I using right now? why it's actually not about the ETFs - it's about the game plan.

Ashley Owen Jul 07, 2024 4
Podcast with James Kirby – ‘How much should you have in Super – Seriously!’

Yesterday I had the great privilege and pleasure of being interviewed by James Kirby for his popular weekly podcast: ‘The Money Puzzle’ for The Australian. Here we tackle some of the most common questions from investors -  How much do you need? Why you can't rely on online retirement calculators? How to estimate how long you might live? Why 2/3 of retirees still rely on the government age pension after 30+ years of compulsory Super?

Ashley Owen Jul 05, 2024
Geopolitics case study - China: largest export customer + potential military threat - a problem?

Our largest export customer and source of wealth & prosperity - also a potential military threat - is this a problem? My answer is no, but for reasons you may not expect. Here is why I am bullish on Australia’s continued resource-based prosperity as global tensions escalate.  Australians have been masters at turning geopolitical shifts and crises into economic advantage!

Ashley Owen Jul 03, 2024

Additionally featured in - no sponsorship involved.

Commodities matter! More than half of the 2,200+ companies listed on the ASX are miners (the vast majority are explorers with little more than a map, a compass, and high hopes, but a small number of miners do actually produce something).

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The All Ordinaries index hit a peaked of 6,853 on 1 November 2007, but it is barely above that 16 years later. Why? Is the local share market in terminal decline? Has it lost its mojo? Is it ever going to get back to growth? Is it time to give up on the local share market and look elsewhere?

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‘For many years, Ashley has been my go-to source of information and analysis on what’s going on in financial markets and why.’

“Ashley has an encyclopaedic knowledge of the markets – I call him Mr Google!”

Noel Whittaker, AM – Australia’s best-known personal finance writer, columnist, and media commentator for the past three decades. He has written more than 20 books on personal finance, his columns appear in almost every major Australian newspaper, and he appears regularly on radio and TV as an expert on finance and investing. Noel Whittaker AM

“What sets Ashley Owen’s analysis apart from investment banks and the financial press is his deep fact-based understanding of long-term financial data, rather than getting caught up on the daily noise over issues that may generate trades or sell newspapers today, but will be irrelevant and misleading two years from now.” 

Hugh Dive, CFA. Chief Investment Officer, Atlas Funds Management, and frequent expert commentator quoted in the AFR.

 

“Ashley’s unique fact-based analyses and insights into Australian and global markets are always worth reading. He has an incredibly deep and comprehensive store of financial markets data.”

Chris Cuffe, AO – One of Australia’s best known and most experienced investment managers – former CEO of industry giants Colonial First State, then Challenger Financial; founder and Chair of Australian Philanthropic Services, and Third Link Growth Fund; current/former chair, director and/or investment committee member of numerous funds including UniSuper, Argo Investments, Hearts and Minds Investments, Paul Ramsay Foundation, and many others. Read more.

 

“Over the past 20 years, Ashley has been an invaluable assistance to me, as a reliable source of unbelievably strong and interesting data, and many good investment ideas.”

"The depth and quality of Ashley’s research and analysis of investment markets is the best in the business.”

Dr Don Stammer - Australia’s most respected economic writer, commentator, and speaker for the past 40 years, with a distinguished career including the Reserve Bank of Australia, Chief Economist at Deutsche Bank Australia for 21 years, chair of nine ASX companies, plus numerous non-listed and not-for-profit boards. Read more

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The information contained in this document relates to historical, factual events and returns, and contains general commentary and observations about financial markets, asset classes, and asset allocation. This document, or any part thereof, does not, and is not intended to, constitute investment advice, or financial advice, or financial product advice, in any jurisdiction in which it is published, re-published or read. It does not recommend, encourage, or influence readers to buy, hold, sell, or deal in any financial product or security. Where securities of financial products are mentioned, it is purely for the purposes of illustration, context, and/or education, and not intended to influence anyone to buy, hold, sell, or deal in it. The information is current when written. All reasonable measures are taken to ensure its accuracy at the time of publication, but the author accepts no responsibility or liability for any errors or omissions. This document is only provided to, and intended for, holders of Australian Financial Services Licences. It should not be used or relied upon by any person or entity other than a duly licenced AFSL holder, or authorised representative thereof. The author receives no benefit, financial or otherwise, from any product provider, or product issuer, or any other firm involved directly or indirectly in the provision or services in or to financial markets or industries, whether mentioned in the report or not. Any opinions expressed by the author are his alone, and are intended for the purposes of education.