“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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
t is truly surreal to continue living in a financial world where we have depression era interest rates, constant record highs in US shares, alongside European Junk Bonds paying less yield than a 2 year US treasury note. Let’s not forget the whole negative interest rate thing. Not in 5000 years has “the world” experienced […]
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