“Hello darkness, my old friend. I’ve come to talk with you again” said Paul Simon1 about the six week Melbourne lockdown. Just when 2020 was getting a little brighter and we were slowly opening up, we find ourselves back to the early days of striving to get the virus under control. Back to Groundhog Day […]
READ MOREPortfolio positioning in times of panic
“Panic causes tunnel vision. Calm acceptance of danger allows us to more easily assess the situation and see the options.” Simon Sinek Undoubtedly, the COVID-19 pandemic has generated panic, though thankfully it seems to have waned a little as we all acclimatise to the new rules. A medical crisis like this taps into our human […]
READ MOREKeep – business as unusual
The Keep The tower within the castle which serves as the high-status residence and the refuge of last resort – there for you through good times and bad. With the announcement today that Victoria and New South Wales are shutting down all non-essential services and Victorian schools are finishing the term early this Tuesday we […]
READ MORECoronavirus – the next phase
Today I received an email from Sam’s school talking about contingency planning for possible school closures. We’re also seeing a lot of conferences being cancelled and companies taking measures to curb travel and meetings (encouragement to work from home for example). So, it does look as though we are entering into a quarantine-lite type environment […]
READ MOREThe United Socialist States of America?
For Americans, socialism is a hugely divisive concept. There was the 1950s paranoia over communism with public warnings of ‘Reds under every bed’ and the cold war period of geopolitical tension between the Soviet Union and the United States, followed most recently by the Russian interference in the election of Donald Trump. So, it’s a […]
READ MORECoronavirus
On New Year’s Eve 2019 China alerted the World Health Organisation (WHO) of several unusual pneumonia cases in Wuhan, a port city of 11 million people. The following day the city’s Huanan Seafood market was shut down. Since this time over 80,000 people in 50 countries have been infected and nearly 3,000 have died. The […]
READ MOREHappy holidays
Merry Christmas and a Happy New Year from Keep Wealth Partners
READ MOREBrexit (part III) – Omnishambles
Omnishambles – a situation which is shambolic from every possible angle. The word was coined in the magnificent political satire show The Thick of It, which parodied the total incompetence of UK politicians, spin doctors and civil servants as they all vied for power and influence (and contained some of the highest quality swearing you’ll […]
READ MORECelebrating two years (and a new addition to the Keep family)
As busy people, we often forget to stop, reflect and enjoy the achievements we have in our business and personal lives. But with the celebration of Brendan and Amanda’s nuptials last weekend (see below), and with Keep Wealth recently ticking over our two-year anniversary, this seems a good time to contemplate our journey so far […]
READ MOREThe investor’s dilemma
Investing is not an easy game. Each time you purchase a share in a company you think is great value, there’s someone on the other side of the trade who thinks it’s overvalued. As investors, we face many dilemmas on a daily basis – valuations, future prospects for companies, economic conditions, politics and regulations; the […]
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