Spinifex Private Wealth

01/12/2025

Dotcom on Steroids - Part II

Dotcom on Steroids Part II (GQG Partners Global)Dietmar Birkmann15 minutes ago0 min readDotcom On Steroids_Part II (GQG Partners Global) Nov 2025.pdfDownload PDF • 10.51MB

01/12/2025

Poor housing affordability - and how to fix it

Poor Housing Affordability - and how to fix itDietmar Birkmann9 minutes ago0 min readHousing affordability - how to fix it (25 November 2025).pdfDownload PDF • 453KB

02/11/2025

Global Equity Views - JP Morgan

Global Equities Views - JP MorganDietmar Birkmann37m0 min readGlobal Equities Views (JP Morgan) - Oct 2025.pdfDownload PDF • 384KB

02/11/2025

US China Trade Update and implications...

US China Trade Update and Implications - Fidelity Inter (Oct 2025)Dietmar Birkmann38 minutes ago0 min readUS-China trade and central bank update _ Investment Insights _ Fidelity Australia (Oct 202. Download • 170KB

02/11/2025

The Economic contribution of Private Credit and Metrics

The economic contributions of Private Credit and Metrics - Oct 2025Dietmar Birkmanna few seconds ago0 min readResearch Paper_The Economic Contribution of Private Credit and Metrics (Oct 2025).pdfDownload PDF • 707KB

31/10/2025

The hidden Value of Financial Advice....

The hidden Value of Financial Advice....Dietmar Birkmann35 minutes ago0 min readDon’t ignore the hidden Value of your financial advice - Oct 2025.pdfDownload PDF • 201KB

24/10/2025

Asset Class Performance - to Sept 2025

Asset Class Performance - to Sept 2025Dietmar Birkmann3 minutes ago0 min readAsset Class Performance - to 30 Sept 2025.pdfDownload PDF • 366KB

24/10/2025

Markets Chart Pack - Sept 2025

Market Charts Pack - Sept 2025Dietmar Birkmann4 minutes ago0 min readMercer Markets Chart Pack - Sept 2025.pdfDownload PDF • 1.74MB

21/10/2025

Investment Cycles, what are they, where are we now?

Investment Cycles, what are they, where are we now? Dietmar Birkmanna few seconds ago0 min readInvestment Cycles - what are they, where are we now.....pdfDownload PDF • 453KB

21/10/2025

Is AI enthusiasm driving a Tech Bubble?

Is AI enthusiasm driving a Tech Bubble? - Dr Shane OliverDietmar BirkmannOct 80 min readis-ai-enthusiasm-driving-a-bubble-in-shares-olivers-insights-08-10-2025.pdfDownload PDF • 717KB

21/10/2025

Dotcom on Steroids...

21/10/2025

Gold at record prices....can it keep going?

Gold at record price....can it continue?Dietmar BirkmannSep 180 min readGold at record prices - can it keep going (Dr Shane Oliver 16-09-2025).pdfDownload PDF • 619KB