Changes are happening - please bear with us while we update our site.

Changes are happening - please bear with us while we update our site. Click here to give us your advice and feedback.

My key investor takeaways from the week

It was a positive week for the S&P/ASX 200 (ASX: XJO) and US stock markets, with the ASX 200 finishing 0.7% higher and all three US benchmarks posting more than 1% gains.

Here are my key investor takeaways from the week.

Raising rates

The financial media remains obsessed with the threat of inflation and the near certainty that is higher interest rates. And they may well be right at some point in the next decade.

The concept of ‘transitory’ vs. ‘persistent’ inflation is being discussed with vigour yet most continue to ignore the fact that we are exiting a near two-year pandemic.

The pandemic shutdown and effectively broke supply chains for an extended period so expecting they would not be an issue when life returned to normal is clearly naïve.

What happens next is anyone’s guess, but as supply and demand rebalances, we may well head back to the deflationary environment we had before. In this environment, the early raises of rates would hurt the prospect of recovery.

Tesla, Netflix and the power of earnings

When investing in equities, earnings are ultimately the driver of shareholder returns, not income. If a company is consistently growing earnings over time, it will be worth more over time.

The US quarterly reporting season is reiterating this, with some 85% of the 70 odd companies that have reported thus far easily exceeding even heightened expectations.

Importantly, just relying on those companies whose earnings benefit from a cyclical increase in the price of the goods they sell simply won’t deliver sustained returns. But those providing services or building customer loyalty clearly will.

Both Tesla (NASDAQ: TSLA) and Netflix (NASDAQ: NFLX) proved this and reiterated the importance of having global equity exposure within portfolios.

Tesla delivered record profits and overcame a chip shortage to expand vehicle deliveries, whilst Netflix saw some 150 million customers watch Squid Game and another 4 million sign up to its platform.

The Golden Rules of Investing

We might be experts in retirement, but with combined financial advice experience of 35+ years, we’ve nearly seen it all. 

In mid-2023, our senior team at Wattle Partners Financial Planning put the finishing touches on a brand-new report “The Golden Rules of Investing“.

In this free report, we outline the key principles that determine all of the portfolio construction and investment decisions of Wattle Partners. Collated over decades, this paper should be seen as a work-in-progress, constantly under review in light of the ever-evolving nature of markets. 

You’ll find the free report on my Author page. Simply click the button below to view the Golden Rules.

Information warning: The information on this website is published by The Rask Group Pty Ltd (ABN: 36 622 810 995) is limited to factual information or (at most) general financial advice only. That means, the information and advice does not take into account your objectives, financial situation or needs. It is not specific to you, your needs, goals or objectives. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. Please read our Terms and Conditions and Financial Services Guide before using this website. The Rask Group Pty Ltd is a Corporate Authorised Representative (#1280930) of AFSL #383169.


At the time of publishing, the author of this article does not have a financial or commercial interest in any of the companies mentioned.

Powered by

Wattle Partners is a financial advice firm, servicing clients around Australia, specialising in retirement planning (pre and post retirement). 

Skip to content