Livewire Markets articles

I have recently compiled an article for live wire markets on the current economic landscape and why the Rba Monetary Policy tools might not be working as effectively these days, as history has shown.

Who cut the RBA's brake wires?

https://www.livewiremarkets.com/wires/who-cut-the-rba-s-brake-wires

I had also completed an article for the defence theme, and the exposures available on the ASX.

Defence on a defensive multiple? No, Tanks

https://www.livewiremarkets.com/wires/defence-on-a-defensive-multiple-no-tanks

And if you have been following my bank's commentary for quite some time now, you will know that I am rather anti banks. at the moment. given that, The credit quality risk, may not be fully addressed by the banks. since about 12 months ago now.

Are the banks well-provisioned? Or are they playing catch up?

https://www.livewiremarkets.com/wires/are-the-banks-well-provisioned-or-are-they-playing-catch-up

This is an article that I wrote for Livewire Markets as well, prior to the bank's reporting season in early May, which eventuated to be exactly as foretold. In a nutshell, the Bank's provisions balance are too low to begin with, and it has only now been fully acknowledged by the major banks. As provision charges rise, that effect on the bank gives rise to softer earnings and, consequently, dividends expectations going forward.

Hopefully it's been a good read for many of you I'll try to be more on top of distributing and sharing. my work outside of alpha insights in a more timely manner going forward.

Regards,

Ryan