Daily Archive: February 1, 2010

Feb 01

A Simple Portfolio Analysis of the Future Fund

On Friday the Future Fund published its asset allocation as at 31 December 2009. Before we jump to any conclusions about its make-up its important to understand what the investment objectives are… CPI plus 4.5% to 5.5%pa over a rolling ten year period with an acceptance of short term underperformance whilst the Strategic Asset Allocation …

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Feb 01

RBA Rate Rise tomorrow? Odds on

Australian Government Bond Yields – 29 Jan 2010 Source: Bloomberg The RBA Cash rate is currently at 3.75% and with government backed 30 day bank bills at 4.12% and the recent tender of 23 March 2010 Treasury Notes fetching a yield of ~3.96% the financial markets are pretty much expecting a 25bps increase. Whilst the sharemarkets have had the …

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Feb 01

Jon Stewart talks Obama vs Bankers

The Daily Show With Jon Stewart Mon – Thurs 11p / 10c Obama Takes On Bankers www.thedailyshow.com Daily ShowFull Episodes Political Humor Health Care Crisis    Send article as PDF   

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