Tag Archives: Australian Economy

October 27, 2024

But but but, she’ll be right

by in Blog

Not sure how many readers of these pages need reminding gold now trades at AUD $4156 on Sunday, 27th of October 2024. It is worth reiterating we could still be in early stages of precious metal investment recognition by many. Western institutional and retail investment participation in this booming sector, as a % of investable assets, remains […]

Continue reading
September 2, 2024

Domestic Bliss

by in Blog

There is a massive challenge looming in plain sight for asset prices in Australia but before we lay out this threat to long standing Australian domestic bliss, we must make a quick stop at the macro station.  In the US, rapid 1% plus declines across the yield curve suggest markets are spooked by something more […]

Continue reading
March 10, 2024

Peak Dumb Passed?

by in Blog

“Hard times create strong men; strong men create good times; good times create weak men; and weak men create hard times.”  G. Michael Hopf It’s interesting to cast our minds back to the launch of the US Fed’s initial “QE1” in December 2008, just after the TARP (Troubled Asset Relief Program) ran out.  We wrote […]

Continue reading
January 30, 2024

2024 Biggest Risks

by in Blog

As January washes up and the old, “as January goes so does the year” rolls out, let’s see if we can share some themes we think worth following for 2024. Starting with a World Economic Forum (WEF) Davos version of risk, courtesy of the WEF annual survey, based on a survey of 1,490 “leaders” – leaders […]

Continue reading
September 23, 2020

Lacking Exposure

by in Blog

From a macro economic standpoint, it looks like we’re going to start this week like any other over the past, however many years, with all eyes on central bank noise and policies.  The rhetoric will be the same, “whilst we don’t believe there is a bubble in any asset market, we’ll do every “accommodation” we can think of to make sure […]

Continue reading
May 30, 2019

ROLLIN, ROLLIN, ROLLIN

by in Blog

It’s taken this long to accept the reality of the recent Australian Election result. And with the election “euphoria” rally officially over we can get back to considering some of the real economic issues facing Australian investors right now. But before we get to the Aussie position, it’s important to reveal some global context. For […]

Continue reading
March 5, 2019

FOOT TO THE FLOOR, HERE WE GO!

by in Blog

In the space of 6 weeks, the US Fed has gone from steady as she goes, 3 rate hikes to go in 2019, to considering policies so extreme that they weren’t used in the greatest financial crisis of the last 80 years.  6 weeks!! Shredding all remaining market credibility, in our irrelevant opinion. Peter Schiff […]

Continue reading
December 11, 2017

VALUE?

by in Blog

Is it possible to move to any sensible discussion on any matter of previously “normal” economics” without first making note of, “ticking off on”, acknowledging the elephant in the room, that is Crypto? Or more to the point Bitcoin, BTC? For those who just arrived back from self-driven Antarctic sojourn over the last month with […]

Continue reading

     

    Aurum Echo

    Contact Aurum Echo for subscription to our premium membership.

    PHONE

    +61 (08) 9389 1229

    EMAIL

    admin@aurumecho.com

    Send Expression of Interest for the premium membership subscription
    ENQUIRE