Author: Casual Financial

The Casual Link to Opportunity

China, the internet, payments and macro disruption themes

China, the internet, payments and macro disruption themes As a primer, have a look at this 5 min video about WeChat. Video key point: Everything is done in the one app, whereas the wider internet has multiple apps that are not integrated. Today 19/10/2017 I attended a talk on disruption by Alex Pollak, the CEO Loftus…
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19 October 2017 0

Aussie Retailers in the age of Amazon – impact on the HVN and JBH

Aussie Retailers in the age of Amazon – impact on the HVN and JBH Key terms: ASX: Australian Stock Exchange HVN: Harvey Norman Limited JBH: JB Hifi limited AMZN: Amazon Fulfilment centre: A warehouse close to customers where stock is held in anticipation of online retail sales, to allow for faster delivery. News out today: http://www.smh.com.au/business/retail/amazon-could-launch-in-australia-in-next-60-days-says-citi-20170907-gyd3pz.html …
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11 October 2017 0

General thoughts on VIX, VXX, equities indices

Key terms: The Dow Jones: The major industrial index of Wall street equities. Heavy in the biggest stocks (FAANG) and other major NYSE stocks. VIX/VXX: A derivative taken from a calculation of puts to call options, typically described as “The Fear Index.” When equities move sharply down, the VIX typically moves sharply up. General thoughts:…
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11 October 2017 0

Are you more of a ‘saver’ or ‘investor?’ Comparing saver round up vs investor round ups products

Product comparison between: Acorns AU https://acornsau.com.au/ ING round up savings https://tinyurl.com/y9f8t2vh The difference between saving and investing Saving means stashing away money today, for a rainy day sometime in the future. Intent is to avoid loss, and gain some interest to offset inflation decay of money. Low risk of downside. Low risk and easy to…
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5 October 2017 2

Gold bearish and Oil bearish $50.37 (to decline)

Gold 8 September was highest close of 2017 at $1346.84 North Korea tensions was seen as catalyst for rising gold price. Risk-off attributable to gold increases. Watched for increasing JPY and CHF vs USD. Tensions cooled back to risk-on market. USD increase, gold down. Equities keep on climbing, no reason to hold much gold. Unless…
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5 October 2017 0

General thoughts – Global markets 5 October 2017

Snapshot of headlines today: Wall Street hits new all time highs IMF warns of Australian debt bubble Catalonia independence fears ASX stagnates, lacks growth (source SMH, Bloomberg https://tinyurl.com/ycrnpx5j) 25/28 asset types have increased in 2017 (source: Marketwatch https://tinyurl.com/ybzuftx8)   Summary Situation normal for 2017 trends. Big money has little else place to go than equities. Quantitative…
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5 October 2017 0

Investment Banking Introduction Services

Investment Banking Introduction Services Top opportunities on the books at the moment: Glucose Biosensor – detecting blood glucose levels using a tongue sensor connected to your smart phone and the cloud. Solves problem of current blood prick systems. Expanding into China Listing on ASX and NASDAQ Door closes on Friday 13 October 2017. Expansion of…
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23 September 2017 0