Is it time to switch to Energy?

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