Niv Dagan

Niv Dagan is an Executive Director of Melbourne based boutique funds management and corporate advisory firm, Peak Asset Management. He is also a regular financial commentator on Sky Business. 

Britain has a new Prime Minister… with a lot of work to do…
Bulls N' Bears

Britain has a new Prime Minister… with a lot of work to do…

By Niv Dagan

Good Morning, Britain is about to have a new Prime Minister… Theresa May will join “the hot seat” on Wednesday, with a lot to prove and a few “things” on her to do list…This will only be seen as good news for markets, as just like Australia forming government in the past 24 hours, markets can now focus on underlying macro-related issues So what happened last night?

12 Jul 2016
Global markets seem to be a little “rattled”
Bulls N' Bears

Global markets seem to be a little “rattled”

By Niv Dagan

Global markets seem to be a little “rattled” as we approach a potential “political storm” AUS doesn’t have a Prime Minister….UK’s Prime Minister has resigned and;Trump vs. Clinton is surely making employers nervous… All in all, the world seems to be “directionless” post BREXIT and this uncertainty, will only mean one thing… short-term downside.

06 Jul 2016
If Turnball was a stock, would he have peaked in September?
Bulls N' Bears

If Turnball was a stock, would he have peaked in September?

By Niv Dagan

Good Morning, today voting resumes in the AUS election…. The coalition needs several seats to form a majority government, which is looking more difficult by the hour.If Turnball was a company, his stock price in September couldn’t have been higher. The former Goldman Sachs banker had just seized the prime ministership from Tony Abbott in a party coup, blindsiding a conservative bloc within Australia’s ruling coalition.

05 Jul 2016
A "Hung" Parliament... Do we need it?
Bulls N' Bears

A "Hung" Parliament... Do we need it?

By Niv Dagan

Good Morning, trust that you had a great weekend and Happy 4th of July… No, it’s certainly not our independence day, but judging from the AUS election results over the weekend, getting legislation passed via the Senate is certainly going to be more difficult. It was 2010, when we last had a “hung” parliament and markets certainly don’t like “uncertainty”, so expect some nervous days ahead for both the ALP and Coalition…

04 Jul 2016
Will the AUS election cause a mini “Brexit?”
Bulls N' Bears

Will the AUS election cause a mini “Brexit?”

By Niv Dagan

Good morning, yes it’s the first of July and an election is upon us… who will win? It will be a close call….So what are the implications for spending, the economy, education and health? Lots… what we do know is the uncertainty of a potential “new leader” ay impact monetary and fiscal policy short-term..Markets up overnight, SPI up 50 points…

01 Jul 2016
Soros Comes Out Swinging
Bulls N' Bears

Soros Comes Out Swinging

By Niv Dagan

George Soros, the “genius” behind the 1992 “collapse of England”, came out swinging last night stating that a “Brexit” would be catastrophic for markets and that the GBP would be 1:1 vs. the EUR…

22 Jun 2016
Markets are like hiking… sometimes you get lost, but have to find the trail…
Bulls N' Bears

Markets are like hiking… sometimes you get lost, but have to find the trail…

By Niv Dagan

Good Morning, trust that you had a great weekend and are raring to go for an “eventful” week on markets…. So yes, we arrived safely from our hiking adventure (not before we got lost for ~ 3 hours, found ourselves surrounded by 4,000+ leeches and had to hitch-hike back to the car, as it was pitch black and we were 12km from where we started)…. Overall a good adventure…. So what can we expect this week? It’s all about the Brexit…

20 Jun 2016
Brexit, Grexit or a non-event…. Do we really care?
Bulls N' Bears

Brexit, Grexit or a non-event…. Do we really care?

By Niv Dagan

Good Morning, happy Friday…. Yes, it’s been a short week due to the public holiday on Monday, but boy, it sure has been an eventful one…..Not for the right reasons… a Brexit, a Grexit or a non-event..  do we really care? Well… markets do… and we expect focus over the coming days to be on Britain and whether they will stay or go…

17 Jun 2016
What’s better a Brexit or a Trump?
Bulls N' Bears

What’s better a Brexit or a Trump?

By Niv Dagan

Good Morning, did you know that China spends more on infrastructure than the US and Europe combined? So will the potential “Brexit” alter spending and adversely impact global consumer and business confidence?Yes… short-term for sure… so would we prefer a Brexit and a Trump or just a Brexit?

16 Jun 2016
Will a “Brexit” kick England out of the Euro cup?
Bulls N' Bears

Will a “Brexit” kick England out of the Euro cup?

By Niv Dagan

Good Morning, US stocks retreated for a fourth day (Dow Jones -37 points), the longest since February, amid growing uncertainty about the UK's future in the European Union and as investors awaited Wednesday's Federal Reserve announcement.  Now…. Let’s take a step back and talk about this possible “Brexit” on the 23rd of June ……. Firstly, the pending outflows coming out of England and Europe would make Greece’s exit from the EU seem like a small needle in the Atlantic ocean…

15 Jun 2016
Global stocks “halt” as Gross questions bank policies… where to now?
Bulls N' Bears

Global stocks “halt” as Gross questions bank policies… where to now?

By Niv Dagan

Good Morning, yes, it’s Friday…. This week, we’ve seen US stocks trading near all-time-highs, where the ASX continues to “grind” and just doesn’t want to “follow through”…The ASX reached over 6,700 points back in July 2007 and is still ~40% from its highs, where US and European markets have surpassed their 2007 highs by well over 30%.So does this “70% underperformance” have to do with political uncertainty? Interest rates that are “relatively high” vs. G20 or just confidence?

10 Jun 2016

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