Monthly Archives: May 2017

Geldzug: THE PERILS OF STOCKMARKET INDICES

23rd May, 2017 Many people choose the passive approach to investing – they put their long-term money into index ETFs or index funds which mirror the standard share market indices, such as the S&P500 in the USA or the S&P/ASX200 in Australia. This is perfectly reasonable. After all, one of the greatest active investors of all time has recommended the passive approach. In 2014 Warren Buffett told his wife that, after he died, she should put 90% of her money into an index ETF which tracked the S&P500, and the other 10% into a high-quality US government bond ETF... [read [...]

2018-04-20T22:30:21+00:00 May 26th, 2017|

Geldzug: BUYERS BEWARE OF AUSTRALIAN AND US RETAILERS!

16th May, 2017 The imminent arrival of Amazon in Australia has frightened many investors away from Australian retailers. We think that shareholders in traditional retailers should be very nervous indeed – much like the Australian media sector, the transformation of Australian retailing has barely begun. The US retailing sector is much further down the painful path to re-invention, simply because the US is where most of the successful online retailers originated. US e-commerce sales rose from 10.5% of all sales in 2012 to 15.5% in 2016. As the chart below shows, more stores have closed in the first four months [...]

2017-05-17T13:14:00+00:00 May 17th, 2017|