Finance

Do fundamentals matter?

Around 3 months ago, we wrote an article entitled “Is the sharemarket correctly pricing in fundamentals?” In that article, we compared the market capitalisation of Afterpay,

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From Wall Street to the Oval Office

The 2020 US Presidential Election is shaping up to be one of the most hotly contested races in history, with the US appearing more divided now than when Trump made his entrance into

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The barbell effect of COVID-19

Throughout history, financial crises have been caused by an economic shock or a fundamental demand/supply imbalance. This crisis is different. When the pandemic hit, the

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