Pacific Perspectives
Josh Brown, counting on a new momentum strategy, thinks investors want more than index funds
Josh Brown, one of Wall Street’s most recognizable financial advisers, said the rise of passive investing has created demand for a different kind of product: a concentrated portfolio aimed at capturing the market’s biggest winners.…
There are good reasons to be a market bull, starting with the dollar
Markets keep climbing a wall of worry, even as more pundits reach for the bubble narrative, but that misses the bigger picture. Liquidity is already improving and the next phase of easing may not need…
Australian retail investors finally break into Wall St’s exclusive deals
For the best part of a decade, Australian investors have watched from the sidelines as overseas traders generated a windfall from the blockbuster initial public offerings of Wall Street’s most hyped companies from Facebook –…
ASX eyes lower open as investors await RBA speeches
The Australian sharemarket is set to dip on Monday as investors prepare for fresh evidence that the economy is cooling down and a flurry of central bank speeches for clues on where interest rates are…
Stocks close at record highs with tech leading the way again. Nasdaq gains 8% in May
U.S. equities closed at record highs on Friday, while crude prices slipped, helping the major averages score a winning month, boosted by technology. The Nasdaq Composite settled up 0.2% at 26,972.62, while the S&P 500 climbed 0.22% to 7,580.06.…
Costco says it saw ‘record-breaking’ gas volumes amid rising prices
Costco Wholesale on Thursday said it saw “record-breaking volumes” for gas in its fiscal third quarter amid rising fuel prices. CEO Ron Vachris said the final five weeks of the quarter, which ended May 10, became…
Santos sharpens focus on Alaska, PNG amid domestic policy doubts
Santos chief executive Kevin Gallagher will direct more investment to the company’s oil and gas operations in Alaska and Papua New Guinea, while dialling back its allocation to some domestic projects, amid ongoing uncertainty over…
Aussie dollar is set to buy a few extra croissants this year
For those daydreaming about a European summer, there is some welcome news for the hip pocket: the euro is tipped to drop against the Australian dollar this year. Currency forecasters expect Europe’s economy to take…
Here’s how ASX investors are positioning for a peace deal
Gold miners and industrial businesses like Brambles and Cleanaway Waste are tipped to be the biggest winners on the Australian sharemarket when oil eventually starts flowing through the Strait of Hormuz again. Equities from Asia…
The wealthiest investors are pulling money out of the U.S. in the ‘de-dollarization’ trade
Source: https://www.cnbc.com/2026/05/28/wealthiest-investors-de-dollarization-trade.html