Macro Investor Vol 1, No 8. is now available at the website and in PDF.
Keep on moving on…
Waiting for stimulus can be like waiting for Godot. You know (or hope) it’s coming, but it’s still not there and as you wait it can be very, very hard to move. But you don’t need to sit still and while central bank or fiscal intervention may (or may not) be just around the corner there are ways to benefit from the uncertainty, ranging from several mispriced stocks we’ve identified this week to setting your savings and borrowings with a new interest rate thanks to the remarkably wide variety of coupons now on offer, as Greg McKenna explains in Fixed Interest.
And should that stimulus arrive – the potential form of which we also analyse this week from both the perspective of Europe and China – we’ve also got ways to play the gold price.
This week we’ve also got a comprehensive analysis of the prospects for the Sydney housing market and a guide to choosing the right financial planner, valuation updates on 42 stocks that reported last week and lots, lots more.
With the range of opportunities available it’s time to get up and get moving.
Yours sincerely,
David Llewellyn-Smith
Editor-in-Chief and Publisher
