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Investment Insights From The Front Lines


February 25, 2018

“James, come on. This all seems a little bit soft. You haven’t actually given a reason or time for another correction. All you’ve said is that there might be a bigger one at some point.”

The relatively young and still in fairly good shape for his age investment manager was ready for this thrust and, through the crackly line from Sydney to Hong Kong, immediately reverted to the Primary Directive of Investing as his parry.

James Whelan


September 19, 2017

To begin if you haven’t read Joe Aston’s piece on Gerry Harvey & the impending doom that is facing Harvey Norman then I strongly urge you to do so. He absolutely lines him up & knocks him down re Amazon’s entry to Australia and Gerry’s readiness (and inability) to defend against it. Link below…

James Whelan


September 5, 2017

Firstly a note on the photo above and no it’s not another drawn out piece on Amazon. It’s the vegan section of a Houston supermarket following the recent floods. When given the choice between starvation and eating vegan Texans appear to be choosing the former. 
Humans are curious animals. Texans are no exception.

James Whelan