All posts by: Simon Phillips

March 13, 2022

A Monetary Earthquake

by in Blog

The financial and geopolitical happenings of the last two weeks are enormously important to our current financial system and misunderstood by many investors but for a few astute analysts.  The Russian invasion of Ukraine, corresponding Western sanctions and attempted seizure of Russian FX reserves are nothing short of a monetary earthquake. The last comparable event […]

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January 9, 2022

Get Set

by in Blog

Happy New Year to all. As we welcome in 2022, from an investment perspective, let’s recognise 2021 for what it was for financial markets. Peak speculation. Fuelled by the largest money creation experiment in modern economic history, speculative excesses were not limited to, Alt Coins with crazy names, Bit Coins, NFT Tokens/Art, Cathy Wood/Tesla (same), record SPAC […]

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December 5, 2021

Hubble Bubble Toil and Trouble

by in Blog

Readers of these pages will surely know that Hubble Bubble Toil and Trouble was the chant of the witches in Shakespeare’s, The Tragedy of Macbeth, as they tossed their horrible artefacts into a boiling cauldron, often coming up with varying predictions, such as, “he shall be king”. The lasting insight of Macbeth is the tale […]

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October 24, 2021

Economic Doom Loops

by in Blog

Recent mainstream media revelations of a more permanent type of temporary inflation are now being added to the reality of falling global GDP growth, leaving investors scratching their head as they reach for news clippings from the 1970’s for anything similar. The word used to describe this condition is not one unfamiliar to readers of […]

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September 13, 2021

Flash Crashed

by in Blog

Welcome to a new week! Shockingly, global stock markets had a down week last week, led by the US. That’s right folks, no rescue, US equity markets down almost 2% for the week on the back of the 4th straight week of the US Fed threatening to take some of the punchbowl away without actually […]

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August 1, 2021

Chasing Opportunity

by in Blog

The Global Central Bank Economic Frankenstein experiment in bubbles and inflation continues to march on a scale that would have been hard to imagine 10 years ago. The comment of this week that best summarizes current policy maker mindset, goes to the US Pres himself, Joe Biden (via Bill Blain), “if inflation gets out of […]

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June 28, 2021

Policy Malarkey

by in Blog

The “inflation standoff” continues.  On one side, .gov, Central Banks and Central Bank cheerleaders, aka mainstream Financial media, selling, “if it’s happening it won’t be for long”! On the other side, consumers all over the world wondering how high, and for how long prices will continue rising.  As a consequence, a little over a week […]

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May 23, 2021

BUY IT NOW

by in Blog

For Australian investors, the month of May is “budget” month and, again, Australia’s “conservative” administration, delivered enough debt and deficit to keep even the most hardened lefty blushing.  It’s a real sign of the times, get on board or with debt spending or get left behind other “respected” central bank supported administrations around the globe. […]

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April 5, 2021

Inflation, just Biden its time?

by in Blog

Here we are, Post Easter 2021, and still, not once have global financial markets been allowed to properly “clear” since the beginning of the 2007 GFC. It’s just one bail out after another, every year, or in the case of recent months, weekly. Last week’s largest Hedge Fund blow up since LTCM in 1998 barely […]

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