In January 2017 we published the 11th edition of Investing Insights, our bi-annual research publication in which we share our best investing ideas with our wonderful clients.
Investing Insights H1 2017 – ‘Navigating uncharted waters’
In the 11th edition of Investing Insights we discuss animal spirits; liken inflation to the Titanic; hark back to Emperor Nasi Goreng and his wall; delve into Breitbart News and the Drudge Report; ponder whether we will find out who really shot JFK; and reminisce about the old firecrackers called throw downs. Have a stab at our really interesting quiz – you may be surprised at the results!
This edition of Investing Insights is a completely Trump free zone (this last claim is fake news). We hope you enjoy!
We share Investing Insights with clients and friends of Quantum Financial. If you seek advice from a trusted financial planner and would like a copy of our Investing Insights report, please email us or phone us on 02 8084 0453.
Claire Mackay’s recent appearaces on Sky TV
You can view Claire’s recent appearances on Sky TV below.
Technology Insights
If you’re interested in our leading insights into technology in the finance industry, you can read:
- We advocate Algorithm Accountability [Algorithm Accountability]
- Amazon is coming: DJ’s, Myers & Harvey Norman be very afraid [Amazon]
- Tesla: Investing in disruption [Tesla]
- What is blockchain? [Blockchain]
- Fintech – P2P (peer to peer) lending [P2P Lending]
- Robo-advice: The great financial disruption is coming [Robo-Advice]
- World bites on bitcoins [Bitcoin]
- Voice Computing [Voice Recognition Services]
- Note the name Alibaba [Alibaba]
Investing Insights: Articles that made us think differently
Given the tumultuous events of 2016, it seems likely in 2017 that we should expect the unexpected to occur. So we at Quantum Financial have a goal of seeking out information and news that makes us look at things differently. Below are quite lengthy articles that we found helped us question our own opinions.
1. Martin Wolf: The long and painful journey to world disorder. As the era of globalisation ends, will protectionism and conflict define the next phase?[Financial Times UK]
2. Dominic Cummings: How the Brexit referendum was won [Spectator UK]
3. Why rural America voted for Trump [NY Times]
4. Google makes so much money, it never had to worry about financial discipline – until now [Bloomberg]
5. How frackers beat OPEC [The Atlantic]
6. The Deutsche Bank downfall: How a pillar of German banking lost its way [Der Spiegel]
7. Trump and Israel [The American Conservative]
Claire Mackay chats with Kochie on Radio 2UE
You can listen to Claire’s recent chats with Kochie below.
Koch & Claire: Are you on Santa’s naughty or nice list?
This week Claire Mackay & Kochie chat about how to manage your estate planning and an inheritance.
Claire Mackay & Kochie discuss how to plan to be an empty nester