Michael Dee

Weekly Wrap by Pythagoras Investing : US market wobbles

Fiscal Stimulus v Monetary Policy Fiscal policy is how a government adjusts its spending levels and tax rates to monitor and influence a nation’s economy. It is the sister strategy to monetary policy through which a central bank influences a nation’s money supply and interest rates. Monetary policy – there is nothing really left to be done. Fiscal…

Weekly Wrap by Pythagoras Investing : Technology Stocks

A few little questions we address this week. Can the bulls and the bears both be right about stock markets? Why would growth/technology stocks become so highly priced? What have interest rates got to do with growth and technology stocks? Are growth and technology stock values sustainable? What can change? Buy Now, Pay Later Examples. …

Weekly Wrap by Pythagoras Investing: Reporting Season

Reporting Season August was the fifth successive month of growth, albeit modest.  With earnings season finished we can now make some overall observations.  Earnings per share in the second half of financial year 2019/20 fell by 38%.  The worst of the earnings fall in the 2008/09 GFC was about 20%.  This health induced recession has…