Month: November 2018

The Casual Link to Opportunity

Fintech: a new era

Fintech: a new era The future is already happening, it just isn’t equally distributed yet. Fintech is not just a combination of Finance and Technology. It describes an entire whole new industry that includes companies using technology to enhance the financial, banking and customers service more efficiently. Fintech is not only changing the way people…
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30 November 2018 0

Cyber security a growing industry

Cyber security a growing industry Did you know: 2/3 cyber security breaches cost organisations more than $1 million (Cisco, 2018) with cybercrime having an estimated impact of 0.5% of total global GDP (KMPG, 2018). The cyber security global industry is forecasted to grow at an 18% CAGR until 2021. and Spending on cyber security of…
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22 November 2018 0

Australian Banks and short term bearish equities outlook

The banks are still reporting high profits, but you need to look beyond the headline figures and consider the cash profits. These are down and its no surprise. Australian Banks are in for some choppy times: Falling sustainable bank cash profits. Bank asset sales -sell off in insurance, wealth advice and superannuation. Hayne Royal Commission…
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22 November 2018 0

Opportunity in Volatility – Long S+P500, Short Vix, avoid China equities.

Opportunity in Volatility We have been watching the October 2018 roller coaster ride of equities falling and volatility rising. Yes there have been some big falls across major indices. Notably in China, USA and Australia. There are some fundamental reasons to explain these movements, and also technical reasons why it should rebound in the short…
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2 November 2018 0