Peter Churchouse sits down on CNBC's The Rundown to discuss China's Property Market

China’s Two-Speed Real Estate Market Sees Second ...

June 21, 2016

Peter sits down on CNBC's The Rundown to discuss China's rising real estate market. While Tier 1 cities like Beijing, Shanghai and Shenzhen have seen double digit growth, Tier 2 cities are also beginning to see their local markets grow.

CL - BREXIT Portfolio Update

BREXIT: Recommendation Update

June 17, 2016


This is a portfolio update to our April edition of The Churchouse Letter's "To Leave Or Not To Leave", regarding potential investment opportunities created by Great Britain's BREXIT Referendum. Therefore this portfolio update is only available to subscribers of The Churchouse Letter. If you...

PP - In the Eye of the June Storm

In the Eye of the June Storm…

June 15, 2016


On the 31st of May we wrote that June was going to be a big month (see the appropriately titled Peter’s Perspective “June’s a BIG month… consider this short-term trade”). We’re halfway through and… well… Sure, U.S. payrolls came in at a dismal 38k versus expectations of 160k...

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PP - Is China In Or Out

Is China In? Or Out?

June 14, 2016


Tama wrote a short Peter’s Perspective piece last week in which he talked about a simple idea to ‘beat’ the S&P 500 index (“Beating the S&P 500… Revisited”) An interesting statistic he cited was that there are US$7.8 trillion dollars ‘benchmarked’ against that particular equity...

PP - Beating the S&P 500 Revisited

Beating the S&P 500… Revisited

June 8, 2016


In November of 2014 we wrote a short Peter’s Perspective called “Outperformance & Lower Risk”. The premise was simple: could we find an easy way for anyone to outperform the S&P 500? Back then, there were roughly US$5.14 trillion dollars benchmarked against this equity index. Today...

CL - Diving Into Dividends

Diving Into Dividends

June 3, 2016


Dividends can be the hallmark of a great company. High dividends are attractive... but dangerous. And what you have to know when it comes to dividend ETFs. Dividends are critical for income investors, but there are plenty of easy and costly mistakes to be made - we highlight them and...

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