Philip Baker
Financial Review
Australia
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Past articles by Philip:
Resource companies getting stingy with cash
The days of resource companies churning through shareholders' cash at a rate of knots, and then asking for more appear to be over. → Read More
Ray Dalio's u-turn on Donald Trump signals start of selling
There are a few investors who can get away with doing a U-turn on a big call. Ray Dalio is one of them. → Read More
'Stunning admission': Federal Reserve admits inflation modelling needs a fix
The first step towards fixing a problem is admitting you have one. In the case of the US Federal Reserve, the problem is inflation. → Read More
Platinum Asset's Kerr Neilson shines light on disconnect between economy, shares
In theory corporate earnings should be linked to the economy, which implies better profits should push the sharemarket higher. But it doesn't always work that way. → Read More
Watch out Warren Buffett, value investing is dead
Warren Buffett, and all the armchair Warren Buffetts out there, you've been warned. Value investing is dead → Read More
Government bank tax may not collect $6 billion
Based on a flat fee of 6 basis points, the new tax has to be charged on funds of about $2.5 trillion per annum, which is bigger than the total banking deposits. → Read More
Housing affordability linked to interest rates and wages too
Record high house prices in Sydney and Melbourne are a problem for younger workers who can't afford to get into the property market but there are three ways to correct that. → Read More
Australian dollar can't keep up with the greenback
As the US dollar races away and Wall St gives back all the gains it made this year, investors are becoming queasy. → Read More
Lessons for investors in six-year bull market anniversary on the stock market
Not only are measures like dividend yield and price/earnings ratios fraught with difficulty, they don't take into account the mood of investors. → Read More
Rate cuts can no longer help the economy
Philip Baker | Are businesses more prepared to take a risk because rates are low? Will consumers spend more? The answer looks to be no. → Read More
Golden rules of the world's oldest professional investor
Irving Kahn passed away last week aged 109, but his investment wisdom lives on. → Read More
Watch for a bold RBA interest rate move in May
Philip Baker | A single rate cut to kick off an easing cycle could stack up as a 'captain's call' by the governor of the Reserve Bank Glenn Stevens. → Read More
What if low interest rates don’t work?
Philip Baker | If the RBA was hoping companies would start taking risks then it would now be quite disappointed. → Read More
Fighting the US Federal Reserve will end in tears
Philip Baker | Rate rises in the US won't happen overnight, but they will happen. → Read More
Lower rates drive SMSFs to shares
Philip Baker | Self-managed super funds are $500 million out of pocket when the RBA cuts the official cash rate by one quarter of a percentage point. → Read More
Lower rates drive SMSFs to shares
Self-managed super funds are $500 million out of pocket when the RBA cuts the official cash rate by one quarter of a percentage point. → Read More
US Federal Reserve gives shares a free ride
Investors are taking comfort in the soothing words of the US Federal Reserve. → Read More
Investors should brace for race to safety if Greece exits Eurozone
If Greece exits the Eurozone, investors should get ready for a significant sell off in the sharemarket and a rally in safe haven assets. → Read More
Why global investors are hunting yield in Australia
Philip Baker | Bonds maybe boring but these days you may not even get all you money back if they're 10-year Swiss bonds. Little wonder Australian stocks are looking like a better option for global investors. → Read More
CBA, CSL falter as Apple races to $US1 trillion
Philip Baker | The race to the magical $100 level for shares in CBA and CSL is on hold, but Apple is on track to have a market cap of $US1 trillion. → Read More