Small Caps offer better value than Large Caps

US CPI stubbornly not returning to target, who Cooda Node?

We talk about US CPI, Jeremy Grantham's latest missive, Financial Toolbar Chrome Extension and a quick look at Cisco Systems $CSCO

Small Caps offer better value than Large Caps

We talk about Australian GDP, S&P 500 Tech sector record Price to Sales ratio, S&P600 Small Caps PE lattractiveness and a quick look at Somero Enterprises $SOM

How nuts is NVIDA?

We talk about Retail trade & CPI, half year results from Adairs and Dusk, GMO 7 year forecasts, the craziness of NVIDA and a quick look at Texas Pacific Land Corporation $TPL

Is it time to switch to Energy?

We talk about the valuation gap between the S&P 500 Energy & Tech sectors, market concentration of the top 10% of stocks and a quick look at Singapore Exchange Ltd $SPXCF

Aussie Unemployment ramps up.

We talked about Aussie unemployment, US CPI, GMO on S&P500 concentration, Microsoft vs US Energy sector and a quick look at Unilever $ULVR