Tag Archives: geopolitics

Preparing for Pain

by in Blog

Nothing like a 1000 point fall on the US Dow on a Friday night to get the weekend party started. It’s been a surreal few weeks since the first Fed rate hike.  Headwinds for markets abound, geopolitical uncertainty moving closer to a WW3 situation, rampant inflation, rising rates, over inflated asset prices everywhere and both […]

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 […]

THE CRESCENT THREAT

by in Blog

Well, welcome to a new decade! What a start, no shortage of market moving news to distract the best laid holiday plans. So far, Australia begins to count the cost of fire disasters as the Middle East (ME) looked like firing up and, this week, we’ve had, what seems like, the 12th US/China trade deal in […]

     

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