http://www.evidente.com.au/blog daily 0.75 2018-02-18 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/59e48daff43b5526bc86fd33/1508150710006/small+ipad+image+for+new+evidente+16+OCT+update.png Blog http://www.evidente.com.au/blog/2014/11/21/a-bright-outlook-for-chinas-growth-prospects-and-commodities-demand monthly 0.5 2014-11-21 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/546e950ae4b0e2d399ef0258/1416533258454/ Blog - A bright outlook for China's growth prospects and commodities demand https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/546e9751e4b0e0ed94808b6e/1416533842700/ Blog - A bright outlook for China's growth prospects and commodities demand http://www.evidente.com.au/blog/2014/8/29/credit-trends-confirm-dormant-animal-spirits monthly 0.5 2014-08-29 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/53fff04be4b04caeeb9130a0/1409282124416/ Blog - Credit trends confirm dormant animal spirits http://www.evidente.com.au/blog/2014/10/31/xxx monthly 0.5 2014-10-31 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5452f2e7e4b05c8bbdbeb404/1414722281669/ Blog - Credit aggregates confirm that Australia remains stuck in a nominal recession http://www.evidente.com.au/blog/2014/12/12/moneys-too-tight-to-mention monthly 0.5 2014-12-14 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/548a5934e4b0233b56ae4a61/1418352949482/ Blog - Money's too tight to mention https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/548a59f1e4b02aee1ef4d5b1/1418353138235/ Blog - Money's too tight to mention http://www.evidente.com.au/blog/2014/10/21/rjczz278h39rspaytt840j9niz8a79 monthly 0.5 2014-10-21 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/54462302e4b08a04cf7cb682/1413882627358/ Blog - Dear Mike and Lindsay, Please Refrain https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/544622d9e4b091dd3f5f742c/1413882585847/rwa.jpg Blog - Dear Mike and Lindsay, Please Refrain http://www.evidente.com.au/blog/2014/9/3/where-is-your-growth-plan-mr-stevens monthly 0.5 2014-09-03 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5406cb23e4b05f700aae6f64/1409731364991/productivity.jpg Blog - Where is your growth plan, Mr Stevens? https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5406c669e4b0a7034b0057ca/1409730154797/ngdp.jpg Blog - Where is your growth plan, Mr Stevens? https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5406ca44e4b0ee7f1c854205/1409731141063/labourMarket.jpg Blog - Where is your growth plan, Mr Stevens? http://www.evidente.com.au/blog/2014/10/29/the-great-complacency monthly 0.5 2014-10-28 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/544fd337e4b037421485575b/1414517561148/ Blog - The Great Complacency https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/544fd452e4b0612d95d9c2bb/1414517843240/globalMedian.jpg Blog - The Great Complacency https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/544fd3bae4b082e75d2eef15/1414517695517/ Blog - The Great Complacency https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/544fd53ce4b0eca5c508c2c3/1414518078810/BankEPS.jpg Blog - The Great Complacency https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/544fd2e7e4b066943bf81452/1414517483047/ Blog - The Great Complacency https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/544fd557e4b0d1fb27b69d89/1414518104983/BankBPS.jpg Blog - The Great Complacency https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/544fd385e4b093d8c9646c29/1414517642008/ Blog - The Great Complacency https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/544fd3eee4b05be51114a50d/1414517744098/BankIdxWeight.jpg Blog - The Great Complacency http://www.evidente.com.au/blog/2014/11/3/a-rattled-boj-rightly-responds monthly 0.5 2014-11-02 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5456411ce4b0d813622f7342/1414938910586/ Blog - A Rattled BOJ Rightly Responds https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/54564148e4b0e9c948cbc0e2/1414938953378/ Blog - A Rattled BOJ Rightly Responds https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/54564168e4b07b34ee64aa6b/1414938985681/ Blog - A Rattled BOJ Rightly Responds https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/54564185e4b0b7b149a368f5/1414939014356/ Blog - A Rattled BOJ Rightly Responds http://www.evidente.com.au/blog/2014/11/18/r089oczd1sefj3z1wmepiyripsqu72 monthly 0.5 2014-11-18 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/546b3bb3e4b071ca86876b80/1416313780180/ Blog - Rumours of the yield trade's demise are greatly exaggerated https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/546b3b8de4b08c0cf811ee8e/1416313742462/ Blog - Rumours of the yield trade's demise are greatly exaggerated https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/546b3b74e4b0ffb977616cb4/1416313717419/ Blog - Rumours of the yield trade's demise are greatly exaggerated https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/546b3bcee4b0c5c630238ddb/1416313807051/ Blog - Rumours of the yield trade's demise are greatly exaggerated http://www.evidente.com.au/blog/2014/11/9/too-big-to-fail-and-offend monthly 0.5 2014-11-10 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/545f2d1ae4b0b862de5a2fa8/1415523612054/ Blog - Too Big To Fail (And Offend) https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/545f3a6ae4b047a3e7826535/1415527019507/ Blog - Too Big To Fail (And Offend) https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/545f2d55e4b01d7732a05820/1415523670241/LeverageRatio.jpg Blog - Too Big To Fail (And Offend) http://www.evidente.com.au/blog/2014/12/31/the-rba-needs-to-take-credit-for-debt-aversion monthly 0.5 2014-12-31 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/54a36da3e4b0891d14b311fd/1419996583496/ Blog - The RBA needs to take 'credit' for debt aversion http://www.evidente.com.au/blog/2014/10/2/the-consumer monthly 0.5 2014-10-03 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/542df503e4b09a6d22976e4e/1412297988175/RetailIGDecomposition.jpg Blog - The Lost Decade for Australia's Discretionary Retailers https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/542d1202e4b06a71cbdabbb8/1412239875607/AggregateRetailSpend.jpg Blog - The Lost Decade for Australia's Discretionary Retailers https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/542df474e4b00530ec32d27a/1412297845156/AggregateRetailSpend1.jpg Blog - The Lost Decade for Australia's Discretionary Retailers https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/542df4b5e4b0a3d01232ca08/1412297910003/DiscretionaryComponents.jpg Blog - The Lost Decade for Australia's Discretionary Retailers https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/542df539e4b01970f76f109f/1412298042872/RetailROEAdjustedPTBV.jpg Blog - The Lost Decade for Australia's Discretionary Retailers http://www.evidente.com.au/blog/2014/9/23/macquaries-fails-to-keep-its-end-of-the-social-pact monthly 0.5 2014-09-23 http://www.evidente.com.au/blog/2014/11/11/mea-culpa-higher-capital-requirements-higher-bank-dividends monthly 0.5 2014-11-13 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5462050ae4b04efe628530ab/1415709963542/ Blog - Mea Culpa: Higher capital requirements = Higher bank dividends http://www.evidente.com.au/blog/2014/12/29/behavioural-traps-for-active-managers-to-avoid-part-ii monthly 0.5 2014-12-30 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/54a1464de4b003c6ce1d44cf/1419855446296/ Blog - Behavioural traps for active managers to avoid (Part II) http://www.evidente.com.au/blog/2015/1/23/further-rate-cuts-from-the-rba-no-saviour-for-domestic-cyclicals-1 monthly 0.5 2015-01-22 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/54c0fac7e4b0b3a3a2d20735/1421933258443/ Blog - Further rate cuts from the RBA no saviour for domestic cyclicals https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/54c0fa1ae4b02c36c405077e/1421933086194/ Blog - Further rate cuts from the RBA no saviour for domestic cyclicals https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/54c0fb05e4b0774089616d52/1421933320607/ Blog - Further rate cuts from the RBA no saviour for domestic cyclicals http://www.evidente.com.au/blog/2014/11/26/low-interest-rates-are-here-to-stay-but-dont-expect-stocks-to-re-rate monthly 0.5 2014-11-26 http://www.evidente.com.au/blog/2014/12/3/australias-nominal-recession-no-end-in-sight monthly 0.5 2014-12-03 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/547eabd3e4b0e76055936515/1417587668201/ Blog - Australia's nominal recession: No end in sight https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/547eac53e4b0d194ae332f29/1417587796650/HoursWorkedStagnated.jpg Blog - Australia's nominal recession: No end in sight https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/547eac70e4b002e3c07ccdc7/1417587825123/ Blog - Australia's nominal recession: No end in sight https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/547eabf8e4b074ac7ca3d3ca/1417587705000/ Blog - Australia's nominal recession: No end in sight http://www.evidente.com.au/blog/2015/1/21/the-imfs-patience-with-the-ecb-wears-thin monthly 0.5 2015-01-21 http://www.evidente.com.au/blog/2014/12/15/2jqt6374lbrqa8fds6y6hacm3j08uz monthly 0.5 2014-12-15 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/548e89b0e4b05d4c2044361a/1418627505396/ Blog - Reinhart and Rogoff Continue to Cast a Shadow https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/548e8953e4b0efaedbd68fae/1418627412061/ Blog - Reinhart and Rogoff Continue to Cast a Shadow https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/548e897ae4b0999c4d8b81d1/1418627450989/ Blog - Reinhart and Rogoff Continue to Cast a Shadow https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/548e8909e4b03d9f5cd89598/1418627338951/ Blog - Reinhart and Rogoff Continue to Cast a Shadow https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/548e8995e4b0991231a7efc6/1418627478560/ Blog - Reinhart and Rogoff Continue to Cast a Shadow http://www.evidente.com.au/blog/2015/4/21/animal-spirits-the-risk-premium-and-re-rating-of-defensive-stocks monthly 0.5 2015-04-20 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55352e71e4b0e276c2999bc5/1429548662439/ Blog - Beware of bubble talk, for now https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55353367e4b03cb74b82572a/1429549931888/ Blog - Beware of bubble talk, for now https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55358675e4b0c43e2e4941bc/1429571272243/ Blog - Beware of bubble talk, for now http://www.evidente.com.au/blog/2015/6/10/woolworths-the-risk-reward-tradeoff-becomes-more-compelling monthly 0.5 2015-06-10 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/557829b3e4b01bea7bb680a8/1433938365269/ Blog - Woolworths - Risk Reward Becomes More Compelling https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55782fc2e4b0523f7ffb42e7/1433939909618/ Blog - Woolworths - Risk Reward Becomes More Compelling https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5578268ae4b0ef8911fff6c3/1433937549771/ Blog - Woolworths - Risk Reward Becomes More Compelling https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55781541e4b0cfccfc6f1181/1433933124780/ Blog - Woolworths - Risk Reward Becomes More Compelling https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/557817ade4b0b6a84d29f43b/1433933746053/ Blog - Woolworths - Risk Reward Becomes More Compelling https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/557818bae4b0f3b4bae248e4/1433934013776/ Blog - Woolworths - Risk Reward Becomes More Compelling https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55781424e4b0372f72470520/1433932852801/ Blog - Woolworths - Risk Reward Becomes More Compelling http://www.evidente.com.au/blog/2014/12/23/behavioural-traps-for-active-managers-to-avoid-part-i monthly 0.5 2014-12-24 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5499588be4b01fe317f04358/1419335822883/ Blog - Behavioural Traps for Active Managers to Avoid (Part I) http://www.evidente.com.au/blog/2015/1/28/tame-inflation-data-and-the-bond-market-signal-that-the-yield-trade-has-not-yet-run-its-course monthly 0.5 2015-01-28 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/54c84f57e4b0ae3a19c88e1c/1422413663570/ Blog - Tame inflation data and the bond market signal that the yield trade is yet to run its course https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/54c84f92e4b0b5c877bca710/1422413717849/ Blog - Tame inflation data and the bond market signal that the yield trade is yet to run its course https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/54c84fd4e4b0e356d98f09aa/1422413788163/ Blog - Tame inflation data and the bond market signal that the yield trade is yet to run its course http://www.evidente.com.au/blog/2015/4/20/the-quiet-revolution-in-governance monthly 0.5 2015-06-25 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/558c00d9e4b04cda071e7178/1435238620220/ Blog - A loss of trust and the Quiet Revolution in Corporate Governance https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55350734e4b0cb1542aff43e/1429538613509/ Blog - A loss of trust and the Quiet Revolution in Corporate Governance https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/558c006fe4b06ff501993f3a/1435238514485/ Blog - A loss of trust and the Quiet Revolution in Corporate Governance https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5535091fe4b0c39656d77470/1429539108180/ Blog - A loss of trust and the Quiet Revolution in Corporate Governance http://www.evidente.com.au/blog/2015/3/3/the-yield-trade-more-than-meets-the-eye monthly 0.5 2015-03-03 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/54f5c8abe4b094521d0f4254/1425393840541/ Blog - The yield trade and the RBA's easing bias: More than meets the eye https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/54f5c02be4b0f9340379bb76/1425391662576/ Blog - The yield trade and the RBA's easing bias: More than meets the eye http://www.evidente.com.au/blog/2015/3/30/taxing-times monthly 0.5 2015-03-30 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55197dffe4b0ef9291b94304/1427734022103/ Blog - Taxing Times https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/551978cde4b027cd337d089f/1427732688296/ Blog - Taxing Times https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55197a21e4b096a001525e19/1427733028648/ Blog - Taxing Times https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55197b61e4b0413cd5ef0243/1427733349248/ Blog - Taxing Times https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/551977c3e4b096a001525033/1427732424423/ Blog - Taxing Times https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5519766be4b0dfcc47c6152e/1427732082703/ Blog - Taxing Times https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/551976e9e4b07ea6d289b438/1427732204229/ Blog - Taxing Times https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55197cc8e4b096a001526eb9/1427733707202/ Blog - Taxing Times https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55197591e4b0403810889fff/1427731860643/ Blog - Taxing Times https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55197965e4b031c890bb502f/1427732840772/Rethink-BracketCreep.jpg Blog - Taxing Times http://www.evidente.com.au/blog/2015/4/3/whos-afraid-of-deflation monthly 0.5 2015-04-09 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55267056e4b0e7fef53c19b6/1428582490401/ Blog - Who's Afraid of Deflation? https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/551e942ce4b0eb561416e945/1428067375906/ Blog - Who's Afraid of Deflation? https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55270637e4b0a6b1a31b3f85/1428620865441/ Blog - Who's Afraid of Deflation? http://www.evidente.com.au/blog/2015/4/5/us-employment-growth-moderates-buying-the-fed-more-time monthly 0.5 2015-04-06 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5521e064e4b09b57601c3454/1428283497076/ Blog - US employment growth moderates, buying the Fed and growth investors more time https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5521c2a7e4b098a11a87fa4f/1428275884123/ Blog - US employment growth moderates, buying the Fed and growth investors more time https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/552222e7e4b09ef0c7420250/1428300529112/ Blog - US employment growth moderates, buying the Fed and growth investors more time https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5521d4a2e4b09519434b16d3/1428280486428/ Blog - US employment growth moderates, buying the Fed and growth investors more time https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5521d82ae4b07497b203c7f7/1428281390302/ Blog - US employment growth moderates, buying the Fed and growth investors more time https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5521d1c3e4b09b57601bf751/1428279757161/ Blog - US employment growth moderates, buying the Fed and growth investors more time http://www.evidente.com.au/blog/2015/4/28/hello monthly 0.5 2015-04-29 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/553eb3a1e4b0baa04b7166f7/1430172584266/ Blog - Beware of bubble talk, for now (Part II) https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/553ec056e4b0eecc6bbfa101/1430175833996/ Blog - Beware of bubble talk, for now (Part II) https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/553eb644e4b06ef0d522f071/1430173258927/ Blog - Beware of bubble talk, for now (Part II) https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/553eb6fae4b0baa04b717cfa/1430173440831/ Blog - Beware of bubble talk, for now (Part II) https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/553ebb32e4b0066a361721f5/1430174525931/ Blog - Beware of bubble talk, for now (Part II) https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/553eb500e4b08862407806f8/1430172931712/ Blog - Beware of bubble talk, for now (Part II) https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/553ebcb2e4b017006f19afde/1430174902096/BubbleTalk-LongTermUnemployed.jpg Blog - Beware of bubble talk, for now (Part II) https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/553ebb77e4b0f9e5c25a000e/1430174586460/ Blog - Beware of bubble talk, for now (Part II) https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/553ed084e4b022eadbada8f6/1430179976402/ Blog - Beware of bubble talk, for now (Part II) https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/553ecc5fe4b038288c73aecd/1430178915628/ Blog - Beware of bubble talk, for now (Part II) https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/553eb36ee4b05084ce9ee5ec/1430172532786/ Blog - Beware of bubble talk, for now (Part II) http://www.evidente.com.au/blog/2015/5/14/lifting-the-lid-on-the-sage-of-omahas-investment-secrets monthly 0.5 2015-05-15 http://www.evidente.com.au/blog/2015/5/4/an-open-letter-to-woolworths-ceo monthly 0.5 2015-05-04 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5547629ae4b04ceb91db0a50/1430741662183/ Blog - An open letter to Woolworths CEO, Grant O'Brien https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55476c1ae4b07c8a62a9ac5e/1430744097162/ Blog - An open letter to Woolworths CEO, Grant O'Brien https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/554786a5e4b0f97ba2b98a84/1430750892340/ Blog - An open letter to Woolworths CEO, Grant O'Brien https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55476f65e4b0c316935ca309/1430744936630/ Blog - An open letter to Woolworths CEO, Grant O'Brien https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55475bc5e4b07bcfa09231bc/1430739921997/ Blog - An open letter to Woolworths CEO, Grant O'Brien https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55475da6e4b0dc20cd15d7b0/1430740394301/ Blog - An open letter to Woolworths CEO, Grant O'Brien http://www.evidente.com.au/blog/2015/5/5/a-rate-cut-today-but-what-of-tomorrow monthly 0.5 2015-05-05 http://www.evidente.com.au/blog/2015/5/22/a-new-narrative-for-the-australian-dollar-update monthly 0.5 2015-05-21 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/555df622e4b0c3b8337ec0ed/1432221225331/ Blog - A new narrative for the Australian dollar (Update) https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/555df3d6e4b0373c403cd85d/1432220637435/ Blog - A new narrative for the Australian dollar (Update) https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/555df36be4b0fbd59d8b809d/1432220534586/ Blog - A new narrative for the Australian dollar (Update) https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/555df3b0e4b07cbac0d0d1c8/1432220602266/ Blog - A new narrative for the Australian dollar (Update) http://www.evidente.com.au/blog/2015/5/29/evxtts4dkkfifzn594j1kqi5lkyki7 monthly 0.5 2015-05-28 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/556741f5e4b0b67c4ba5c83e/1432830459258/ Blog - A less cautious consumer: Good news for discretionary retailers (finally!) https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55672c98e4b0ce372e117d2c/1432824987959/ Blog - A less cautious consumer: Good news for discretionary retailers (finally!) https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55673212e4b03440b5d995c4/1432826394409/ Blog - A less cautious consumer: Good news for discretionary retailers (finally!) https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55673255e4b03fbcf2172654/1432826458814/ Blog - A less cautious consumer: Good news for discretionary retailers (finally!) https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55672415e4b08095f3f66bbb/1432822813435/ Blog - A less cautious consumer: Good news for discretionary retailers (finally!) http://www.evidente.com.au/blog/2015/6/2/the-jamie-durie-index-re-visited monthly 0.5 2015-06-01 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/556c7ec3e4b04ce51adaa2ec/1433173702188/ Blog - The Jamie Durie Index, Re-visited https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/556c7f3be4b0a58d63e11823/1433173823179/ Blog - The Jamie Durie Index, Re-visited https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/556c7e5ae4b0985739781956/1433173601689/ Blog - The Jamie Durie Index, Re-visited http://www.evidente.com.au/blog/2015/7/2/dissecting monthly 0.5 2015-07-02 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55952820e4b0f2c26b1be764/1435838504494/ Blog - A salute to corporate Australia https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/559529afe4b056daff4ca292/1435838900122/ Blog - A salute to corporate Australia https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5595370ee4b05111cee9772c/1435842322448/ Blog - A salute to corporate Australia https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55952881e4b0cd9524195e67/1435838597478/ Blog - A salute to corporate Australia https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5595439ce4b0fa8828856dbf/1435845547730/ Blog - A salute to corporate Australia https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55954635e4b01a83c4554f7b/1435846203273/ Blog - A salute to corporate Australia https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55952925e4b099fe4897da8f/1435838760594/ Blog - A salute to corporate Australia https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55952987e4b01ddade362bda/1435838859706/ Blog - A salute to corporate Australia http://www.evidente.com.au/blog/2015/8/3/monetary-policy-no-villain monthly 0.5 2015-08-03 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55bf6fdee4b051e672967ef5/1438609381683/ Blog - Monetary policy no villain http://www.evidente.com.au/blog/2015/8/7/dear-banker-do-not-mess-with-mr-stevens monthly 0.5 2015-08-07 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55c48431e4b0888aee6c0f79/1438942268117/ Blog - Dear Banker, Please do not mess with Mr Stevens https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55c42aaee4b0c208e42bdd92/1438919346029/ Blog - Dear Banker, Please do not mess with Mr Stevens http://www.evidente.com.au/blog/2015/8/15/weekly-impressions monthly 0.5 2015-08-16 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55ce0da1e4b0cc1bf2296dbe/1439567268330/ Blog - Weekly Impressions https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55ce212ae4b07457fe031447/1439572278024/ Blog - Weekly Impressions https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55ce0b1ee4b01a54c90af121/1439566626755/ Blog - Weekly Impressions https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55ce0282e4b07630b3dc3262/1439564422532/ Blog - Weekly Impressions http://www.evidente.com.au/blog/2015/8/21/weekly-impressions monthly 0.5 2015-08-21 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55d7a750e4b05b4c2077e126/1440196435281/ Blog - Weekly Impressions https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55d79eb4e4b0b96663bbf7d8/1440194234589/ Blog - Weekly Impressions https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55d79e87e4b07982ba4908f4/1440194189184/ Blog - Weekly Impressions https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55d7a9c1e4b0dc0823886175/1440197060868/ Blog - Weekly Impressions https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55d79e58e4b0028679e36233/1440194141129/ Blog - Weekly Impressions https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55d7ac20e4b0f1e0a846d017/1440197667178/ Blog - Weekly Impressions http://www.evidente.com.au/blog/2015/8/29/jw1mu2zemaj4g6sznx4ia4k3qbjbc4 monthly 0.5 2015-08-30 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55e19ca3e4b05355474e3e24/1440849074096/ Blog - Weekly Impressions https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55e19d43e4b06620ed7f4ac6/1440849228828/ Blog - Weekly Impressions https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55e19d97e4b0c2065857e860/1440849322971/ Blog - Weekly Impressions https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55e1a301e4b0ff344e490ee9/1440850701416/ Blog - Weekly Impressions https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55e19f04e4b097fe3a39b7d4/1440849672426/ Blog - Weekly Impressions http://www.evidente.com.au/blog/2015/9/6/weekly-impressions-1 monthly 0.5 2015-09-06 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55ec3868e4b021694c00f503/1441544300701/ Blog - Weekly Impressions https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55ec3762e4b08b68bec3cde1/1441544038671/ Blog - Weekly Impressions https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55ec369ee4b022a6a1ecd60d/1441543844858/ Blog - Weekly Impressions https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55ec3807e4b054c542ddb97e/1441544212696/ Blog - Weekly Impressions https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55ec38cbe4b019cad208c247/1441544399220/WI0906-pd.jpg Blog - Weekly Impressions https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55ec37dae4b079d8e4b17946/1441544164620/ Blog - Weekly Impressions http://www.evidente.com.au/blog/2015/9/13/weekly-impressions monthly 0.5 2015-09-13 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55f434dee4b0c009805e8758/1442067681613/ Blog - Weekly Impressions https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55f434a4e4b04150216c5103/1442067626933/WI0912-AgencyCosts.jpg Blog - Weekly Impressions https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55f4372ae4b0fe0804dca74c/1442068269564/ Blog - Weekly Impressions https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55f43f3ce4b0f0037bbcb89c/1442070335473/ Blog - Weekly Impressions https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55f4437fe4b067360e9bfae2/1442071426185/ Blog - Weekly Impressions https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55f443ece4b067360e9bfc59/1442071538871/ Blog - Weekly Impressions http://www.evidente.com.au/blog/2015/10/4/weekly-impressions-anz-org-wow monthly 0.5 2015-10-05 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56111c72e4b0edf3da21bc7e/1443961977462/ Blog - Weekly Impressions: org | anz | WOW https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56112677e4b0e1ea752eba89/1443964537693/ Blog - Weekly Impressions: org | anz | WOW https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56110cc3e4b099e0ea0cdf4b/1443957958910/ Blog - Weekly Impressions: org | anz | WOW https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56110d07e4b01402b906cd15/1443958027566/ Blog - Weekly Impressions: org | anz | WOW https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/561119a2e4b0b3f00aa83073/1443961256712/ Blog - Weekly Impressions: org | anz | WOW https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56111444e4b00eddebd337c6/1443959879960/WI1004-bankEPS.jpg Blog - Weekly Impressions: org | anz | WOW http://www.evidente.com.au/blog/2015/9/20/weekly-impressions-australias-policital-culture-at-the-cross-roads monthly 0.5 2015-09-19 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55fd6b36e4b043168706092e/1442671418284/ Blog - Weekly Impressions - Australia's policital culture at a cross-roads https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55fd6c52e4b0482ee54b76d1/1442671704566/ Blog - Weekly Impressions - Australia's policital culture at a cross-roads https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55fd6b84e4b072b811fffbcf/1442671498265/ Blog - Weekly Impressions - Australia's policital culture at a cross-roads https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55fd6c2ce4b00309609964c7/1442671669300/WI0919-China.jpg Blog - Weekly Impressions - Australia's policital culture at a cross-roads https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/55fd6bbee4b0e00d15c69f5e/1442671555690/ Blog - Weekly Impressions - Australia's policital culture at a cross-roads http://www.evidente.com.au/blog/2015/10/20/an-open-letter-to-the-westpac-ceo monthly 0.5 2015-10-20 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5624f9d7e4b0007a00125b8c/1445263841598/WI-20151019-GlobalBanks1.jpg Blog - Dear Mr Hartzer, Please Explain https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5624efbbe4b021dd852ce340/1445261246902/ Blog - Dear Mr Hartzer, Please Explain https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5624ef86e4b06d615c9eabe3/1445261193008/ Blog - Dear Mr Hartzer, Please Explain http://www.evidente.com.au/blog/2015/10/25/weekly-impressions-someone-forgot-to-tell-global-stock-markets-about-currency-wars monthly 0.5 2015-10-25 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/562c8c8be4b079eaf38c2426/1445760141535/ Blog - Weekly Impressions - Deleveraging dynamic blunts China's Monetary easings https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/562c89d7e4b0ccf5cdc144a3/1445759449302/WI1025-EuroDepreciation.jpg Blog - Weekly Impressions - Deleveraging dynamic blunts China's Monetary easings https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/562c8ad0e4b072888c2b9753/1445759699019/ Blog - Weekly Impressions - Deleveraging dynamic blunts China's Monetary easings https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/562c8b14e4b0c83a2e6d540f/1445759766791/ Blog - Weekly Impressions - Deleveraging dynamic blunts China's Monetary easings https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/562c8ca8e4b0be3275fc4a8c/1445760170722/ Blog - Weekly Impressions - Deleveraging dynamic blunts China's Monetary easings https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/562c8945e4b0b7066cfa3107/1445759303910/ Blog - Weekly Impressions - Deleveraging dynamic blunts China's Monetary easings https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/562c8a4ce4b0be3275fc4607/1445759566342/ Blog - Weekly Impressions - Deleveraging dynamic blunts China's Monetary easings http://www.evidente.com.au/blog/2015/10/28/mr-stevenswhat-are-you-waiting-for monthly 0.5 2015-10-29 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5630baafe4b085273e1773e5/1446034101624/ Blog - So Mr Stevens...What are you waiting for? https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5630ba6ee4b02e2518b1f789/1446034032375/ Blog - So Mr Stevens...What are you waiting for? http://www.evidente.com.au/blog/2015/11/2/weekly-impressions monthly 0.5 2015-11-02 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56361107e4b06c8363eeeb51/1446383881847/ Blog - Weekly Impressions - Competition intensifies amongst banks and supermarket retailers https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/563610b1e4b00b97e620a10e/1446383795758/WI-20151101-BanksDPS.jpg Blog - Weekly Impressions - Competition intensifies amongst banks and supermarket retailers http://www.evidente.com.au/blog/2015/11/8/weekly-impressions monthly 0.5 2015-11-08 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/563f2f9ce4b0519912c280d4/1446981537469/ Blog - Weekly Impressions http://www.evidente.com.au/blog/2015/11/15/weekly-impressions-australias-export-revolution-to-china monthly 0.5 2015-11-15 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5647cfd9e4b04fa71c777a79/1447546862379/ Blog - Weekly Impressions: Australia's export revolution to China's Rising Middle Class https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5647d3bfe4b0a25cacdd0b54/1447547851999/ Blog - Weekly Impressions: Australia's export revolution to China's Rising Middle Class https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5647d382e4b0cb54eb4b8ae5/1447547781393/ Blog - Weekly Impressions: Australia's export revolution to China's Rising Middle Class https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5647cf86e4b0d4e8f15d1a07/1447546768876/ Blog - Weekly Impressions: Australia's export revolution to China's Rising Middle Class https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5647d00be4b0a25cacdcf428/1447546921086/ Blog - Weekly Impressions: Australia's export revolution to China's Rising Middle Class http://www.evidente.com.au/blog/2015/11/26/dissecting-retailers-licene-to-operate-unlocking-embedded-value-in-myers-iconic-brand monthly 0.5 2015-11-25 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5655bdffe4b05e0c71a58098/1448459778366/ Blog - Dissecting Australian Retailers' CSR Credentials | Unlocking Embedded Value in Myer's Iconic Brand https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5655befbe4b0f60cdb959787/1448460032415/ Blog - Dissecting Australian Retailers' CSR Credentials | Unlocking Embedded Value in Myer's Iconic Brand https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5655be53e4b0702d37ded843/1448459869199/ Blog - Dissecting Australian Retailers' CSR Credentials | Unlocking Embedded Value in Myer's Iconic Brand http://www.evidente.com.au/blog/2015/12/5/the-new-normal-low-and-gradual monthly 0.5 2015-12-04 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56619dc7e4b0971ff2d5c939/1449237962109/ Blog - Weekly Impressions - The new normal: Low and slow http://www.evidente.com.au/blog/2015/12/29/weekly-impressions-behavioural-traps-for-active-funds-to-avoid monthly 0.5 2015-12-28 http://www.evidente.com.au/blog/2016/1/5/infrastructure-assets monthly 0.5 2016-01-04 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/568a8401a2bab8527385bb87/1451918339075/WI20160105-NeutralRate.jpg Blog - Weekly Impressions: Investor appetite for infrastructure assets to remain strong https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/568a84830e4c11c934a820f2/1451918470385/ Blog - Weekly Impressions: Investor appetite for infrastructure assets to remain strong https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/568a83894bf118b4ed6453cc/1451918219260/ Blog - Weekly Impressions: Investor appetite for infrastructure assets to remain strong http://www.evidente.com.au/blog/2016/1/10/e0ucesftosb45s94ua70a4hj98slwf monthly 0.5 2016-01-09 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56918d2369a91a37898495e0/1452379432063/ Blog - Weekly Impressions - Light at the end of a still long tunnel for commodities https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/569198ac0ab377deeecfc956/1452382384276/ Blog - Weekly Impressions - Light at the end of a still long tunnel for commodities https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56918d9cc21b8644c8b58208/1452379553307/ Blog - Weekly Impressions - Light at the end of a still long tunnel for commodities http://www.evidente.com.au/blog/2016/1/24/super-mario-to-the-rescue-not-just-yet monthly 0.5 2016-01-24 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56a46f041a5203313c32ceab/1453616910762/ Blog - Weekly Impressions: Super Mario to the rescue? Not just yet http://www.evidente.com.au/blog/2016/1/27/tame-inflation-data-and-market-turbulence-unlikely-to-sway-the-rba monthly 0.5 2016-01-27 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56a81d9969a91a5f033cd8d3/1453858208709/ Blog - Tame inflation data and market turbulence unlikely to sway the RBA https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56a81db769a91a5f033cd9d7/1453858239385/ Blog - Tame inflation data and market turbulence unlikely to sway the RBA https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56a81d7789a60af1f5cb18ce/1453858173279/ Blog - Tame inflation data and market turbulence unlikely to sway the RBA http://www.evidente.com.au/blog/2016/1/31/829hhmm5ei4d8qxcscuht9lvfijg1e monthly 0.5 2016-01-31 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56ad8aae5827c3c2672d17c3/1454213821667/ Blog - Weekly Impressions - Reminder to investors: Do not under-estimate Haruhiko Kuroda http://www.evidente.com.au/blog/2016/2/2/the-reluctant-rate-cutter-leaves-rates-unchanged-but-maintains-easing-bias monthly 0.5 2016-02-02 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56b05a7b2b8ddea2167535a3/1454398098150/ Blog - Australian growth to remain stuck in the slow lane https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56b05e4540261de47dc298c4/1454399052042/ Blog - Australian growth to remain stuck in the slow lane http://www.evidente.com.au/blog/2016/2/11/offshore-earners-struggle-despite-a-weakness monthly 0.5 2016-02-11 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56bc7b1059827ea4b88a9227/1455192858292/ Blog - Offshore earners struggle despite A$ weakness https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56bc7b2e27d4bdc747da5d48/1455192887596/ Blog - Offshore earners struggle despite A$ weakness https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56bc7b48c2ea510ab0f6effd/1455192912230/ Blog - Offshore earners struggle despite A$ weakness https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56bc7b6227d4bdc747da5dfe/1455192969174/ Blog - Offshore earners struggle despite A$ weakness https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56bc7ff340261d5fce7672e2/1455194103736/ Blog - Offshore earners struggle despite A$ weakness http://www.evidente.com.au/blog/2016/2/12/rba-governor-waves-white-flag-on-australias-growth-prospects monthly 0.5 2016-02-12 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56bd30bf7da24fd5476d794f/1455239368595/ Blog - RBA Governor waves white flag on Australia's growth prospects https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56bd30deb6aa60df5a6fe577/1455239399045/ Blog - RBA Governor waves white flag on Australia's growth prospects http://www.evidente.com.au/blog/2016/2/20/global-bankers-should-be-a-bit-more-grateful-for-basel monthly 0.5 2016-02-19 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56c79fa07da24f86a7923fd7/1455923115786/ Blog - Weekly Impressions: Global bankers should be more grateful for Basel https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56c7a0f6e707eb01deb200fc/1455923451733/ Blog - Weekly Impressions: Global bankers should be more grateful for Basel https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56c7a03c4d088ee87db81372/1455923268747/ Blog - Weekly Impressions: Global bankers should be more grateful for Basel https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56c7a0b622482e3c93f46228/1455923389647/ Blog - Weekly Impressions: Global bankers should be more grateful for Basel https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56c79ee74c2f85180fb1af60/1455922928040/ Blog - Weekly Impressions: Global bankers should be more grateful for Basel https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56c7a4037c65e44270bf775c/1455924236041/ Blog - Weekly Impressions: Global bankers should be more grateful for Basel http://www.evidente.com.au/blog/2016/2/27/weekly-impressions monthly 0.5 2016-02-27 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56d123712fe1315c81552c8b/1456546686141/ Blog - Weekly Impressions: What the capex cliff reveals about Australia's 'big short' https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56d1234c62cd9444cfc60a8e/1456546643284/ Blog - Weekly Impressions: What the capex cliff reveals about Australia's 'big short' https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56d1220dd51cd456e6065a29/1456546325323/ Blog - Weekly Impressions: What the capex cliff reveals about Australia's 'big short' https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56d1232bd210b8b23f139fb6/1456546610753/ Blog - Weekly Impressions: What the capex cliff reveals about Australia's 'big short' http://www.evidente.com.au/blog/2016/3/2/look-through-the-spin-the-economy-remains-mired-in-an-income-recession monthly 0.5 2016-03-02 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56d6c7d6c6fc08e0509cad21/1456916445557/ Blog - Look through the spin - The economy remains mired in an income recession https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56d6d39a7c65e475af062066/1456919455785/ Blog - Look through the spin - The economy remains mired in an income recession https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56d6d17bc2ea512ffea38302/1456918913469/ Blog - Look through the spin - The economy remains mired in an income recession http://www.evidente.com.au/blog/2016/3/17/uudcjnxerz6fx4mwu246cfd709ijyt monthly 0.5 2016-03-17 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56ea1acdab48dec1b8a1bf5e/1458182870272/ Blog - Weekly Impressions: Neutralise tactical bet in risk assets as scope for more multiple expansion is limited https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56ea1b467c65e4b070dce6e4/1458182988069/ Blog - Weekly Impressions: Neutralise tactical bet in risk assets as scope for more multiple expansion is limited https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56ea1af862cd946d4c7ab525/1458182911770/ Blog - Weekly Impressions: Neutralise tactical bet in risk assets as scope for more multiple expansion is limited https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56ea251e07eaa03f5db5cd8f/1458185509763/ Blog - Weekly Impressions: Neutralise tactical bet in risk assets as scope for more multiple expansion is limited https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56ea1b2dcf80a134e994320d/1458182961486/ Blog - Weekly Impressions: Neutralise tactical bet in risk assets as scope for more multiple expansion is limited http://www.evidente.com.au/blog/2016/3/19/penfgr7478pefj3y3br89yd1n3mgxq monthly 0.5 2016-03-20 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56ed46204d088eba2c0d59de/1458390562930/WI20160319-SenateAboveTheLine.jpg Blog - Weekly Impressions - Australia's political culture at a crossroads (Part II) http://www.evidente.com.au/blog/2016/3/31/weekly-impressions-the-fed-re-iterates-the-new-normal-low-and-slow monthly 0.5 2016-03-30 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56fbdfb61d07c053fbdb12c0/1459347389294/ Blog - Weekly impressions: Light at the end of the tunnel for corporate America? https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/56fbe3fdb6aa60b25a858beb/1459348489568/ Blog - Weekly impressions: Light at the end of the tunnel for corporate America? http://www.evidente.com.au/blog/2016/4/27/will-someone-pass-the-panadol-to-mr-stevens-please monthly 0.5 2016-04-27 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5720c3d259827e8a710b9cd4/1461765085324/ Blog - Will someone pass the Panadol to Mr Stevens, please? http://www.evidente.com.au/blog/2016/5/3/rba-delivers-a-pleasant-surprise monthly 0.5 2016-05-04 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5728a03e62cd94b84dc3a305/1462280266005/ Blog - The reluctant rate cutter reflects on his legacy http://www.evidente.com.au/blog/2016/5/8/weekly-impressions-home-truths-about-housing-affordability monthly 0.5 2016-05-08 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/572ed646746fb95e170408fa/1462687331929/ Blog - Weekly Impressions: Home truths about housing affordability https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/572ed6d08a65e2444c10ebae/1462687449268/ Blog - Weekly Impressions: Home truths about housing affordability https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/572ed6247c65e4a113583911/1462687277217/ Blog - Weekly Impressions: Home truths about housing affordability https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/572ed6828a65e2444c10ea5c/1462687377801/ Blog - Weekly Impressions: Home truths about housing affordability http://www.evidente.com.au/blog/2016/6/27/reflections-on-brexit-and-the-future-of-the-european-union monthly 0.5 2016-06-26 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/576ff6cce3df287500c5e930/1466955476004/ Blog - Reflections on Brexit and the future of the European Union http://www.evidente.com.au/blog/2016/6/29/launch-of-evidentes-model-portfolio monthly 0.5 2016-06-29 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5773be045016e117131cde4a/1467203083808/ Blog - Launch of Evidente's Model Portfolio - Executive Summary http://www.evidente.com.au/blog/2016/8/1/in-search-of-an-alternative-to-inflation-targeting monthly 0.5 2016-08-01 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/579f2cc5d1758eb537b591b1/1470049485240/ Blog - INFLATION TARGETING: RIP? https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/579f33ecebbd1a85da8fe097/1470051320784/ Blog - INFLATION TARGETING: RIP? https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/579f2cf88419c2591c620922/1470049534059/ Blog - INFLATION TARGETING: RIP? http://www.evidente.com.au/blog/2016/8/9/an-open-letter-to-cba-chairman-mr-david-turner monthly 0.5 2016-08-09 http://www.evidente.com.au/blog/2016/9/6/the-dangers-of-safety monthly 0.5 2016-09-05 http://www.evidente.com.au/blog/2016/11/9/the-us-election-key-lessons-for-investors-and-forecasters monthly 0.5 2016-11-09 http://www.evidente.com.au/blog/2016/12/9/gdp-contraction-belies-underlying-strength-in-economy monthly 0.5 2016-12-08 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/58497006e6f2e14dcf3ad742/1481207825924/ Blog - GDP contraction belies underlying strength in economy https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/58497076579fb38fb7ace186/1481207933470/ Blog - GDP contraction belies underlying strength in economy https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/58496ed515d5db8cc4359155/1481207791273/ Blog - GDP contraction belies underlying strength in economy https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5849705a6a4963b7c74b22d0/1481207906311/ Blog - GDP contraction belies underlying strength in economy https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/58496ea5cd0f681a346f0428/1481207489722/ Blog - GDP contraction belies underlying strength in economy http://www.evidente.com.au/blog/2017/2/3/us-corporate-profits-the-coming-compression monthly 0.5 2017-02-05 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/58967d928419c2c357c51b1b/1486257563515/ Blog - Weekly Impressions: US corporate profitability - The coming compression https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5893f076e3df28b5810599a7/1486090368555/ Blog - Weekly Impressions: US corporate profitability - The coming compression https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5896797c15d5db588ff046a3/1486256516397/ Blog - Weekly Impressions: US corporate profitability - The coming compression https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5896680d59cc68bf045c8106/1486252053530/ Blog - Weekly Impressions: US corporate profitability - The coming compression https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/58968ccfbebafb043e967208/1486261457199/US-durableGoodsConsumption.jpg Blog - Weekly Impressions: US corporate profitability - The coming compression http://www.evidente.com.au/blog/2017/2/13/australias-housing-revolution-continues-but-for-how-much-longer monthly 0.5 2017-02-16 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/58a13a74197aeac626e59776/1486961281604/ Blog - Australia's housing revolution continues...but for how much longer? https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/58a3e60dc534a53a728be245/1487136294096/ Blog - Australia's housing revolution continues...but for how much longer? https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/58a3975dbf629a3dbe8df400/1487116130629/ Blog - Australia's housing revolution continues...but for how much longer? https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/58a13bd429687f7c542ecfad/1486961625851/ Blog - Australia's housing revolution continues...but for how much longer? https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/58a3e2fcbf629a3dbe9118ed/1487135490941/ Blog - Australia's housing revolution continues...but for how much longer? https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/58a597aeb3db2bd67b5f97c5/1487247290385/ Blog - Australia's housing revolution continues...but for how much longer? https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/58a13c3febbd1a557d0977e4/1486961731003/ Blog - Australia's housing revolution continues...but for how much longer? https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/58a3ec9bd1758eb8556c9529/1487137984542/ Blog - Australia's housing revolution continues...but for how much longer? https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/58a13c1b37c581e64b502aa2/1486961698543/ Blog - Australia's housing revolution continues...but for how much longer? https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/58a3a87529687f67e72b402d/1487120508572/ Blog - Australia's housing revolution continues...but for how much longer? http://www.evidente.com.au/blog/2017/4/6/apras-quest-for-an-unquestionably-strong-financial-system-continues monthly 0.5 2017-04-06 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/58e589185016e1877f40df3b/1491437856847/ Blog - APRA's quest for an unquestionably strong financial system continues https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/58e58a0b15d5db8d81670d9a/1491438092612/APRA-CapitalRatios%25.jpg Blog - APRA's quest for an unquestionably strong financial system continues https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/58e591bbd2b85719a4ffc8b9/1491440065475/ Blog - APRA's quest for an unquestionably strong financial system continues https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/58e591f2be65941323c4273c/1491440125194/ Blog - APRA's quest for an unquestionably strong financial system continues https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/58e5893f17bffc3af9427303/1491437891485/ Blog - APRA's quest for an unquestionably strong financial system continues https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/58e591e12994cae95cab65ba/1491440100118/ Blog - APRA's quest for an unquestionably strong financial system continues http://www.evidente.com.au/blog/2017/10/3/subdued-volatility-conditions-belie-macro-tail-risks monthly 0.5 2017-10-04 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/59d48827b7411c759f050619/1507100720303/DwellingRentalYield%25.jpg Blog - Subdued volatility conditions belie tail risks https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/59d36d0cbe42d6a02da40105/1507028247006/MacroVolatility%25.jpg Blog - Subdued volatility conditions belie tail risks https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/59d4886aa9db09e37f0dc4d3/1507100792369/AustralianBankDiscount%25.jpg Blog - Subdued volatility conditions belie tail risks https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/59d4889849fc2b719fa6bd91/1507100831863/MiningROE%25.jpg Blog - Subdued volatility conditions belie tail risks https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/59d36dfeccc5c527d09c4c63/1507028504053/ImpliedERP%25-S%26P500.jpg Blog - Subdued volatility conditions belie tail risks https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/59d487e0268b96ae9afbd2f3/1507100645348/ImpliedERP%25-XJO.jpg Blog - Subdued volatility conditions belie tail risks http://www.evidente.com.au/blog/the-rba-rings-the-bell monthly 0.5 2017-10-13 http://www.evidente.com.au/blog/2017/10/16/bernanke-points-to-a-new-dawn monthly 0.5 2017-12-07 http://www.evidente.com.au/blog/2017/12/07/income-growth-back-in-a-funk monthly 0.5 2018-02-18 http://www.evidente.com.au/blog/2018/1/31/investors-condemned-to-low-future-stock-returns monthly 0.5 2018-02-18 http://www.evidente.com.au/blog/2018/2/18/beyond-earnings-torpedoes monthly 0.5 2018-02-18 http://www.evidente.com.au/home daily 1.0 2017-10-26 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/59addc81be42d663bf331b80/1504566410591/B%26W+global4.JPEG Home http://www.evidente.com.au/media daily 0.75 2017-09-05 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/59adeb6b893fc0f529e20850/1504570227682/bigstock-Close-up-of-hands-of-business--188788126+copy.jpg Media http://www.evidente.com.au/contact daily 0.75 2017-10-26 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/59ade85b9f7456bae98208b2/1504569448694/B%26W+global14.JPEG Contact http://www.evidente.com.au/research daily 0.75 2017-09-05 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/59e48d4c64b05fe9e6c36c0d/1508150620384/ipad+image+for+new+evidente+updated+16+OCT.png Research http://www.evidente.com.au/the-rba-rings-the-bell daily 0.75 2017-10-13 http://www.evidente.com.au/bernanke-points-to-a-new-dawn-for-monetary-policy daily 0.75 2017-10-16 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/59e44b868c56a80fde4ffb31/1508133772865/MarketMonetarist-USPriceLevelVsTarget.jpg Bernanke points to a new dawn for monetary policy https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/59e44bf2cd39c3fc4952438c/1508133887051/MarketMonetarist-NGDPUnitedStates.jpg Bernanke points to a new dawn for monetary policy https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/59e44b749f07f510be0c1519/1508133753505/MarketMonetarist-UScoreInflation%25.jpg Bernanke points to a new dawn for monetary policy https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/59e44c0db07869a85b2284d9/1508133908208/MarketMonetarist-NGDPgap%25.jpg Bernanke points to a new dawn for monetary policy https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/59e44ba9f43b5526bc852ef9/1508133805411/MarketMonetarist-Undershooting%25.jpg Bernanke points to a new dawn for monetary policy http://www.evidente.com.au/income-growth-back-in-a-funk-for-now daily 0.75 2017-12-07 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5a288b8271c10b4cf9ba47c5/1512606597904/NGDPgap%25.jpg Income growth back in a funk https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5a288883652deabe5e1fa106/1512605830497/NGDq%25.jpg Income growth back in a funk https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5a288b5cf9619ace6d6722e7/1512606564362/trendNGDP.jpg Income growth back in a funk http://www.evidente.com.au/investors-condemned-to-low-expected-us-stock-returns daily 0.75 2018-01-30 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5a705b1a0d9297dd2e3519b5/1517312803739/S%26P500ERP%2610yearBond%25.jpg Investors condemned to low future stock returns https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5a705a77c83025e265786803/1517312639533/DivYield%26FutureDPSg.jpg Investors condemned to low future stock returns https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5a705ad1f9619a0ef7837431/1517312727128/S%26P500ImpliedERP-201802.jpg Investors condemned to low future stock returns https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5a705b40e2c4831f5bb1195f/1517312908396/SectorMultiples.jpg Investors condemned to low future stock returns https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5a706e180d9297dd2e37da0e/1517317662888/durableGoodsShare%25-201802.jpg Investors condemned to low future stock returns https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5a70e03e652deaac20e0f5c2/1517346884480/CorporateBondSpreads%25-201802.jpg Investors condemned to low future stock returns https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5a705a55652dea26d5388908/1517312616082/DivYield%26FutureReturns.jpg Investors condemned to low future stock returns http://www.evidente.com.au/growth-stocks-dcfs-and-duration daily 0.75 2018-02-18 https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5a8904a79140b7effcd708d4/1518929070303/ExpectedReturn%25XJO.jpg Beyond earnings torpedoes https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5a89029841920223d07890ed/1518928542726/dmpVwesGrowth%25.jpg Beyond earnings torpedoes https://static1.squarespace.com/static/537d753ee4b0a97a5eb4e011/t/5a8902f608522933c2e937c1/1518928635917/DCFsensitivity2.jpg Beyond earnings torpedoes