nabtrade

The Big Four #banks shrugged off doomsayers with their recent results, posting low loan losses, solid margins, and rising dividends. Atlas Funds Management’s Hugh Dive CFA says it underscores their resilience, but lofty valuations mean it's time to be selective. Read the full article here https://lnkd.in/gutsmK7Q

The shift toward scarcity: a playbook for a new era of investing. In an era of higher costs and constraints, Talaria's Chad Padowitz says opportunity favours strong balance sheets, real assets, and dependable cash flows. Read the full article here https://lnkd.in/gMwfyawW

It’s a wrap! We’re thrilled to announce a total of $525,000 was raised on nabtrade’s annual Charity Trading Day! With $467,000 for Odonata Foundation supporting their work to restore biodiversity and protect native species across Australia and $58,000 for the ASX Refinitiv Charity Foundation. nabtrade Charity Trading Day has raised over $2.5 million over the last 9 years to support a variety of causes. Your trades can truly help make a difference to the lives of many. Thank you to all of our nabtrade and JBWere clients for your support and NAB Foundation for doubling the donation to Odonata Foundation. To find out more visit nabtrade.com.au/charityday. Michael Saadie Adrian Hanley Hannah O. Andrew Bird Elly Bloom Jessica Forrest GAICD Kate Betts Tomm Ben-David Jordan Grace Steph Swann Matt Singleton

Buffett's last Thanksgiving letter. Fidelity International’s Tom Stevenson delves into the ‘Sage of Omaha’s’ last letter to shareholders, including why the role of luck in investment is perhaps, underestimated. Read the full article here https://lnkd.in/g-TiKFRk

📣 The day is nearly here! Tomorrow nabtrade hosts it's 9th annual Charity Trading Day, where the power of trading will make a real difference in the community. This year 80% of brokerage fees will go directly to the Odonata Foundation, supporting their work to restore biodiversity and protect native species across Australia. To amplify our impact, the NAB Foundation will match nabtrade’s donation to Odonata. The other 20% of brokerage fees will support the ASX Refinitiv Charity Foundation, which helps a range of causes. Visit nabtrade.com.au/charityday for more details.

It will be a busy week both here at home and around the globe. Focus for local investors will be on the Wage Price Index (Weds) for Q3, alongside the Reserve Bank of Australia's November meeting minutes (Tues). In the US data flow is likely to resume post-shutdown and NVIDIA, Walmart and Target hand down earnings. Here’s what to watch in the week ahead https://lnkd.in/gDKAuDW9

Newmont’s golden run. Higher #gold prices are making a difference to the bottom line, but Morningstar says investors may be overly optimistic. Read the full article here https://lnkd.in/gXb-AWDv

Shares of CSL have plunged after the company slashed guidance amid a stall in growth, but Morningstar says demand for the company’s plasma products persists as supply improves. So is there value, or is it a value trap? Read the full article here https://lnkd.in/gEbucDd9

Does It End with a Whimper, not a Bang? The risks of a #bubble bursting are real — but so too are the chances of a market melt-up. Henry Jennings from Marcus Today says it seems the biggest threat to this bubble isn’t macro or political — at least not yet — but valuations and concentration. Read the full article here https://lnkd.in/gMykMEb4