Insights
America’s Zombie Banks
NBR Articles, Published 28th March 2023
Many reports on the recent collapses of Silicon Valley Bank, Signature Bank of New York, and Credit Suisse have attributed these collapses mainly to sudden withdrawals of funds by depositors.
Read MoreDoes it really make sense to have over 60% of your offshore investments in the United States?
NBR Articles, Published 14th February 2023
Investors in mainstream New Zealand based global funds, multi asset class funds, or KiwiSaver funds invariably have a large exposure to the United States.
Read MoreFads Attract Cads
NBR Articles, Published 20th December 2022
Investing in a business is generally a long-term commitment.
Read MoreThe Perils of Disproportionate Voting
NBR Articles, Published 15th November 2022
If you were putting up the majority of the capital required to establish or fund a business, would you allow your business partner uncontestable control over the finances and direction…
Read MoreThe stronger US dollar will be a headwind for US big tech earnings
NBR Articles, Published 11th October 2022
The US dollar has been remarkably strong this year.
Read MoreTruth or bulls**t in financial accounting
NBR Articles, Published 6th September 2022
A company’s financial statements paint a picture of the profits that the company is generating.
Read MoreCan Amazon shares deliver an acceptable return to shareholders?
NBR Articles, Published 2nd August 2022
The share market values Amazon. com at US$1. 37 trillion, making it the fifth most highly valued company in the world after Apple, Saudi Aramco, Microsoft, and Alphabet.
Read MoreWhat if China invades Taiwan?
NBR Articles, Published 28th June 2022
The economies of both Mainland China and Taiwan are crucially inter-linked with the rest of the world.
Read MoreWhen the tide goes out...
NBR Articles, Published 24th May 2022
When the tide goes out, you get to see who's been swimming naked.
Read MoreInterest Rates and Equities
NBR Articles, Published 20th April 2022
Over the past few months, long term bond yields have risen by 1% or more in all significant developed economies, apart from Japan.
Read More
