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F Palmer & ME Palmer
Trading as Joseph Palmer & Sons
AFS Licence 247067 · ABN 29 548 490 818

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Investment & Economic Review July 2020

15 Jul 2020

The 2019/20 financial year was truly extraordinary.  For the first eight months it was steady progress, with asset prices modestly inflating, interest rates staying low and consumer confidence elevated.  Then the pandemic triggered the diametric opposite, a large deflation of asset prices, an economic conflagration and worrying social and health concerns.

My last quarterly report, in early April, coincided with the depths of the market downturn, at which time the wellbeing, social and economic effects and consequences of the global pandemic were entirely unknown.  Three months later there is some clarity and a modestly improved stock market, but still immense uncertainties and rattled consumer and business confidence. 

'My Number' !

2 Jul 2020

Our earliest childhood memories of learning are usually triggered by seeing the kinds of colourful ‘starter’ books we give to our own children. Our parents pointed to the oversized letters and numbers then spelled them out so we could begin to understand.

Eventually we learned the great benefits of knowing how to express ourselves clearly - while harnessing the power of calculating numbers in pursuit of financial fitness and personal happiness.

This short essay is about a particularly important calculation.

The Crucial 'One Per Centers'

26 May 2020

Every investor hopes - expects, indeed - to see their portfolio gain acceptable percentage improvements over the investment cycle.

Investment & Economic Review April 2020

3 Apr 2020

Firstly, and most importantly, the wellbeing of all is foremost in our minds and we sincerely hope for a quick resolution to the awful crisis that is engulfing the world, and a reversion to normality without too much more hardship or suffering.

Stock markets are always the first and most obvious financial indicator when things go awry.   When uncertainty leads to pessimism, (and ultimately fear), market pricing dislocates, as it has in the last month.  This dislocation is amplified by the very mechanics of markets, where computer systems, short selling and algorithms drive volatility indiscriminately.  This period of significant volatility should be relatively short lived, but significant uncertainties remain, such that we expect further bouts of sharp price movements in the coming months.

TRUST – best tested in times of stress

2 Apr 2020

You can’t buy it by the metre or rent it by the week.

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