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David Millhouse - Blog: AUSTRALIA CAUGHT BETWEEN SHIFTING TECTONIC PLATES
http://davidmillhouse.blogspot.com/2014/01/australia-caught-between-shifting.html
Wednesday, 8 January 2014. AUSTRALIA CAUGHT BETWEEN SHIFTING TECTONIC PLATES. My Ping Pong Pang blogs on this site generate a lot of interest. Here is my prognosis for how Australian industry is being trapped between the rapidly shifting tectonic plates of the United States, German-led Europe, and China. If this prognosis is correct, it will have profound implications for investors. The US today is probably at its most competitive since the 1950's consumer product revolution. It is sucking in talent ...
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David Millhouse - Blog: "CORNINESS, INSINCERITY AND TOKENISM"
http://davidmillhouse.blogspot.com/2013/07/corniness-insincerity-and-tokenism.html
Wednesday, 17 July 2013. CORNINESS, INSINCERITY AND TOKENISM". Not my words. This was written and published by a prominent Labour ex-Minister, Gary Johns, in the Australian of the 16th July. To quote:. Whatever he has promised, Kevin can't. He can't deliver. Kevin can't because he is full of cant -corniness, insincerity, and tokenism". And this was only the start of the article, the themes of which are being picked up by much of the mainstream Australian quality press. He makes much of "saving" Australia...
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David Millhouse - Blog: ROGER MONTGOMERY, WEEKEND AUSTRALIAN MARCH 30TH 2013
http://davidmillhouse.blogspot.com/2013/04/roger-montgomery-weekend-australian.html
Tuesday, 2 April 2013. ROGER MONTGOMERY, WEEKEND AUSTRALIAN MARCH 30TH 2013. I would like to refer my readers to the excellent article written by Roger Montgomery www.rogermontgomery.com. His arguments clearly support my theses published in this blog, and in particular, my views on investment strategy. He states. We might just be able to take advantage of the high Australian dollar and become the foreign investors ourselves". Exactly my strategy and practice for some years. Reversion to the long term mean.
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David Millhouse - Blog: HENRY THORNTON
http://davidmillhouse.blogspot.com/2013/03/henry-thornton.html
Tuesday, 5 March 2013. I recommend my readers to read Henry Thorntons' column in the Australian today (5th March). HT is a. For one of the most eminent economists in Australia. For those SME's who are struggling, this is essential reading. For those that aren't struggling, it provides an insight into what the future might hold for you. Subscribe to: Post Comments (Atom). PROFITING IN A VOLATILE INVESTMENT CLIMATE. THE POLITICISATION OF SCIENCE. ROGER MONTGOMERY, WEEKEND AUSTRALIAN MARCH 30TH 2013.
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David Millhouse - Blog: January 2014
http://davidmillhouse.blogspot.com/2014_01_01_archive.html
Sunday, 12 January 2014. THE POLITICISATION OF SCIENCE: BACK TO THE 1970'S? The 1970's seem a world away from 2014, especially for younger people. Those people will not remember that the politics of science then, and especially what was then the new discipline of ecology, was about Global Cooling. One of the leading exponents of the day was one Paul Ehrlich, author of the Malthusian "Population Bomb". This analysis seems to be consistent with measured facts. In Turneys' case, who boasted about being repo...
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David Millhouse - Blog: PROFITING IN A VOLATILE INVESTMENT CLIMATE
http://davidmillhouse.blogspot.com/2013/06/profiting-in-volatile-investment-climate.html
Friday, 14 June 2013. PROFITING IN A VOLATILE INVESTMENT CLIMATE. For my readers in 28 countries, you might be interested to see how we are going to generate profits from these volatile times. There is a lot of strategy generation in these blogs and its implementation can be found below. Please visit ACF Equity Research in London at:. Http:/ www.acfequityresearch.com/millhouse/. For a more detailed analysis. Subscribe to: Post Comments (Atom). PROFITING IN A VOLATILE INVESTMENT CLIMATE.
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David Millhouse - Blog: May 2014
http://davidmillhouse.blogspot.com/2014_05_01_archive.html
Monday, 19 May 2014. AUSTRALIA AT THE CROSS ROADS: IS ABBOTT ITS MARGARET THATCHER? Predictably, there is a lot of squawking going on. Its always tough when things get smaller, whether its governments or companies. Much of the squawking is driven by those former Labour and Green politicians who squandered Australia's opportunity. The fiscal situation is ruinous. Federal government revenues have collapsed.". The series of (budget) surpluses I announce tonight.". On the 24th February 2013, I published:.
davidmillhouse.blogspot.com
David Millhouse - Blog: IS AUSTRALIA THE NEW SOUTHERN EUROPE?
http://davidmillhouse.blogspot.com/2013/11/is-australia-new-southern-europe.html
Tuesday, 5 November 2013. IS AUSTRALIA THE NEW SOUTHERN EUROPE? Most of the world thinks Australia is a quarry and a farm. A nice place to visit, albeit expensive. The country also manufactures things. And often does so well, but receives little credit internally and for the most part externally. I have provided examples before of high value adding firms which employ lots of people. A recent reported standout is CEA Technologies, based in Canberra. CEA has. Australian Special Report Defence 2nd November ...
davidmillhouse.blogspot.com
David Millhouse - Blog: WHERE TO INVEST NEXT?
http://davidmillhouse.blogspot.com/2013/03/where-to-invest-next.html
Sunday, 24 March 2013. WHERE TO INVEST NEXT? My Ping Pong Pang series predicted a United States led resurgence supported by German led Europe. I retain that view. What of the Pang in this economic triumvirate - China? There has been some less than encouraging news out of China. Predictions of a. 60-70% chance that the Chinese government will need to bail out the banks in three years". Australian Financial Review March 20th) do not make for confidence in capital markets. My view if we want to tap it is to...
davidmillhouse.blogspot.com
David Millhouse - Blog: AUSTRALIA AT THE CROSS ROADS: IS ABBOTT ITS MARGARET THATCHER?
http://davidmillhouse.blogspot.com/2014/05/australia-at-cross-roads-is-abbott-its.html
Monday, 19 May 2014. AUSTRALIA AT THE CROSS ROADS: IS ABBOTT ITS MARGARET THATCHER? Predictably, there is a lot of squawking going on. Its always tough when things get smaller, whether its governments or companies. Much of the squawking is driven by those former Labour and Green politicians who squandered Australia's opportunity. The fiscal situation is ruinous. Federal government revenues have collapsed.". The series of (budget) surpluses I announce tonight.". On the 24th February 2013, I published:.
