by SITM | Jul 13, 2022 | Aaron Lynch, General Newsletter
The Little Things Done Well! Welcome to the new financial year and all that entails! The community I find myself in these days measures the successes and failures around the financial year start and finish for its returns. For most in the Australian superannuation...
by SITM | Jun 22, 2022 | Aaron Lynch, Platinum
Energy Crisis? As we get ready to say goodbye to June, I do wonder where the year has gone and how markets have changed from an orderly bull market to high volatility stakes. It could be said it’s a great time to be trading markets, but there is always some market...
by SITM | Jun 15, 2022 | Aaron Lynch, General Newsletter
The Value of 50% This year has brought about a change of emotions as optimism has soured very quickly into pessimism. If we step back and view the psychology globally when COVID first arrived there was genuine fear that was met with a high degree of resilience as the...
by SITM | May 19, 2022 | Aaron Lynch, Platinum
Market Themes Market ideas are constantly changing in the minds of the big money managers, as they look to areas of markets that are overvalued / undervalued, insulated from headwinds or can benefit from events like COVID and increase their market share or profits....
by SITM | Apr 21, 2022 | Aaron Lynch, Platinum
Crude Oil Update A warm welcome to you all, I hope for many like me you have been able to enjoy some time with family and friends over the recent Easter period and recharge the batteries a little as 2022 has been hectic for most people that I have caught up with....
by SITM | Apr 13, 2022 | Aaron Lynch, General Newsletter
Keep Banking On Following on from last month’s discussion on CBA we will again focus on the position of that market and more broadly look at the state of play in banks globally. We are witnessing a structural shift in economies and therefore markets as we drive...