Special Reports

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Speeches and Presentations

TITLE LAST UPDATED FILE

To August & Beyond - March 2024

Mar 2024


Investing Rules, Forecasts, Principles & Delusions! - November 2023

Oct 2023


Recoveries, Recessions & Ramifications - June 2023

Jun 2023


Are We There Yet?

Apr 2023


Patience Please!

Sep 2022


Why Is Gold Not Performing?

Jun 2022


2022 Outlook - When Cash Is King?

May 2022


2022: Exploiting The Post Pandemic Recovery

Mar 2022


What Works In Australia - October 2021

Oct 2021


The Big Picture - July 2021

Jul 2021


Reinventing Income In Australian Shares

Mar 2021


Investing In 2021: The World Upside Down

Mar 2021


Investing During Times Of Corona

Sep 2020


The Future Is Now

Jun 2020


Post-August 2019 - The Value vs Growth Debate Sharpens - October 2019

Oct 2019


August 2019 Reporting Season: Past, Present & Future

Aug 2019


2019: Macro Challenges and Micro Opportunities

Mar 2019


What Is The Status, Dr Rudi?

Oct 2018


Australian Equities: Old Economy Versus New Economy

Jul 2018


Uncomfortable Truths About Investing In The Australian Share Market

Jun 2018


Investing In A Slow Growing World - An Update

Dec 2017


The Share Market - A Confusing Enigma

Jun 2017


ASA Conference - The Contrarian Investor

Jun 2017


The Year Of Investing Dangerously - Feb 2017

Feb 2017


Stocks for your Christmas Stocking - Dec 2016

Dec 2016


The Share Market - Post Aug 2016 - What Now - Sep 2016

Sep 2016


The Share Market - Who's Afraid Of The Big Bad Bear

Jul 2016


The Share Market - This Time Really Is Different

Dec 2015


Business Is Changing, CEOs Lunch

May 2015


The Share Market - Interesting Times

May 2015


The Share Market - Xmas Special

Nov 2014


The Share Market - Selected Charts

Sep 2014


The Share Market - Always Different, Always The Same

Jun 2014


The Share Market - Not All PEs Are The Same

Mar 2014


Where Else Are You Going To Put Your Money

Nov 2013


The Big Confusion That Is Called The Share Market

Sep 2013


How Best To Deal With (Investment) Climate Change

Jul 2013


A Fundamental View on the Share Market

Jun 2013


The Big Confusion That Is The Share Market

Feb 2013


Analyse This!

Nov 2009


Speech AIA

Nov 2008