The market cap of the top 5 S&P 500 companies: $4,095,058,706,432 The market cap of the bottom 282 S&P 500 companies: $4,092,769,755,136

Very happy to be in top 5 best managed funds for FY18 as per Australian Fund Monitors, who include early-stage managers in their analysis, not just those who have sought ratings from major research houses. Newgate Absolute Return Fund: 41% for FY18 afr.com/brand/chanticl…

*25% further downside for Telstra (TLS)?* Our latest research note Livewire Markets livewiremarkets.com/wires/25-furth…

'5 reasons housing prices to keep falling' Our Australian resi piece Livewire Markets livewiremarkets.com/wires/5-reason…

Delighted to be a finalist for 'Best Emerging Manager' at the upcoming 2018 Alternative Investment Awards. Not only does the event provide a good laugh, all proceeds go to charities including Redkite Tranby NIAET Nordoff Robbins AU hedgefundsrock.org.au

“The First Totally Honest Stock Market Story” jasonzweig.com/the-first-tota…

'Grandfathered commissions are dead' afr.com/brand/chanticl… via Financial Review

Rents under pressure as $2b in sales shift online afr.com/business/retai… via Financial Review

Iron ore prices aren't flashing any negative warning signs forexlive.com/news/!/iron-or…

Our long/short Newgate Real Estate and Infrastructure Fund is now available on MLC wrap.

Only Good News … Is Actually Bad News collaborativefund.com/blog/only-good…

The decline in household wealth since the start of the year is now around $400 billion: More falls seem very likely. Looks like a very tough end to the year for retailers

Australian retail rents and labour costs substantially higher than UK.

afr.com/business/retai…

Newgate Capital Research: 'Australia is heading for a housing-driven economic slowdown' livewiremarkets.com/wires/australi…

afr.com/brand/chanticl…

The market is too focused on short term production problems and missing the bigger picture with Whitehaven Coal (WHC). livewiremarkets.com/wires/whitehav…

What the market is missing with Spark Infrastructure (SKI) livewiremarkets.com/wires/spark-in…