Latest News from Newealth

27 Oct 2021

Decarbonisation: Clean & Green

The World (developed nations especially) are on a path to decarbonisation which is to move to nil or low-carbon power sources to reduce the emission of carbon dioxide into the atmosphere by 2050.

The IEA (International Energy Agency) estimates that US$6.6 trillion will need to be spent on clean energy and green infrastructure over the next 30 years. However there are estimates of between US$20 trillion and US$50 trillion needed to improve industrial processes across the World.

Click for chart.

Bottom line, the spend is going to be large, very large to Net Zero by 2050 which presents a megatrend investment opportunity.

WARNING, this does not constitute Personal Advice and is general in nature. To discuss if this is appropriate for your given circumstances please do not hesitate to contact us directly.

 

25 Oct 2021

Australian Billionaires

It took 30 years but Tony Wall, age 57 finally made it into the AUD$1 billion plus club.

A Wollongong boy who went straight to work from Port Kembla High School, attending University part time and spending all his spare time programming computers.

He is living proof that Australia is a land of opportunity if you have the determination to succeed.

Click to read.

 

21 Oct 2021

Megatrends: Which China will we get

China is forecast to surpass the United States of America in economic size by 2050.

However if China decides not to reform domestically (continue with draconian communist economic policy) then it is more likely that the Chinese economy will suffer long term economic stagnation as growth falls below 2% per annum.

This would be bad because a slowing China will also have a negative economic impact on Australia.

Click for research.

 

15 Oct 2021

The Boston Consulting Group: Quantum Computing

According to Investopedia, quantum computing is the study of how to use phenomena in quantum physics to create new ways of computing. Quantum computing is made up of qubits and unlike a normal computer bit which can be 0 or 1, a qubit can be either of those or a superposition of both 0 and 1.

This means that quantum computers can perform calculations in a few seconds for which current supercomputers would need decades or even millennia.

The challenge however is that it is very difficult to maintain qubits quantum states because they suffer from quantum decoherence and state fidelity which requires error correction.

This issue will be solved, it is only a matter of time and then quantum computing will open up a whole new universe of investment opportunity. It will transform everything.

Click to read.

 

12 Oct 2021

Australian Billionaires

Jack Cowin is 79 years of age, worth AUD$5 billion and has no plans to retire.

He is living proof that Australia is a land of opportunity if you have the determination to succeed.

Here are his 13 lessons for life.

Click to read.

 

8 Oct 2021

Friday Tidbit

The smarts at the California Institute of Technology have created LEONARDO which is short for LEgs ONboARD drOne.

This is a drone that can walk, hop, skateboard and more.

Just amazing, enjoy.

Click to watch.

 

7 Oct 2021

Company Directors: DIN

To be a Company Director is to be in a position of high public trust.

Many Company Directors are responsible for hundreds of millions of dollar of assets and it will now be easier to track them throughout their professional career to see how successful or how destructive they have been at managing assets on behalf of shareholders.

All current and new Company Directors will need to get a Director Identify Number (DIN) through the new ABRS (Australian Business Registry Services).

If you are a Company Director on or before 31 October 2021 you will have until 30 November 2022 to apply for your DIN.

Click for DIN.

This is one compliance measure that is long overdue given the number of criminal and or incompetent Company Directors that have destroyed shareholder wealth over the past 30 years.

 

30 Sep 2021

Billionaires: Global Wealth Distribution

This is amazing, there are almost 7.9 billion people on the planet and 10 (thats right, ten, the number of fingers on two hands) are now worth over US$100 billion.

These top 10 richest are listed above.

For capitalism to continue to work it needs to evolve because the single minded pursuit of profit at all cost will result in even more extreme inequality than exists today which can only lead to social chaos and the breakdown of society.

Everyone then loses.

If you doubt this, just consider that at present 1.1% of the global population holds 45.8% of global wealth while almost 4.4 billion people (55% of the global population) cannot even amass US$10,000.

Click for chart.

The fact is that there are vastly more poor people than wealthy and when the poor cannot feed their family then social chaos and revolution follows. Think Marie Antoinette.

Capitalism needs to evolve to survive.

 

28 Sep 2021

Megatrends: Air Travel

The next one to two decades are going to be incredibly exciting as software consumes the World.

But it is not just software.

If you think about air travel it becomes clear that Asia with half the World’s population is going to double and then triple the volume of flights as income rises.

Click for chart.

So how do you take advantage of megatrends such as this- do you invest in airlines or airports or accommodation or alternate jet fuel or antipollution technology and the list goes on?

WARNING, this does not constitute Personal Advice and is general in nature. To discuss if this is appropriate for your given circumstances please do not hesitate to contact us directly.

 

22 Sep 2021

Australian Residential Property: Prices

Question, which buyer segment has driven Australian residential property prices over the past 12 months?

Investors.

Click for chart.

Owner occupiers are going nowhere while first home buyers are not borrowing to purchase.

Employment uncertainty due to COVID-19 pandemic together with existing high property prices which just keep increasing are the likely factors causing First home buyers to delay buying their first property.

For Australia to grow and maintain a prosperous middle class, the Federal Government needs to find a way to ensure housing affordability for the next generation of Australians which means taxation reform.

If not changed, the current tax regime can only result in inequality and further shrinkage of the middle class which is bad news for all Australians.

 

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