gold Archives - Page 5 of 5

June 25, 2019

SILENCE IN THE ECHO CHAMBER, ALL UNDER CONTROL …

by Simon Phillips in Blog

Confirmation over the last six months of central bank commitment to solving a debt and credit crisis with more of the same is really starting to take effect. It’s truly amazing, that with the prospect of slowing global economic growth and recession looming, Central bank buildings around the world, full of PhD’s, are nothing more than a […]

May 30, 2019

ROLLIN, ROLLIN, ROLLIN

by Simon Phillips 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 […]

April 13, 2019

POWERLESS

by Simon Phillips in Blog

During periods of pre-election farce it can be easy for investors to increase “domestic” bias when considering asset allocation, so we’ll do our best to stay “global” in this note, as a reminder of the effect international markets have on Australian investors. After a horrible final quarter of 2018 for financial markets Global Central Banks […]

December 30, 2018

“WE ARE IN A BIG FAT UGLY BUBBLE”, DONALD TRUMP, AUGUST 2016

by Simon Phillips in Blog

Best of the festive season to all, we’re hoping it’s a safe one for you. Before we get into the content of our last note for the year, we’d like to present the following chart from the irrepressible team at visualcapitalist.com Just food for thought, leading into 2019.

October 27, 2018

RED OCTOBERFEST

by Simon Phillips in Blog

Hell of a couple of weeks. And what is with gold going up with the USD? Haven’t seen that for a few years. Last week, probably worst for equities since Lehman Fukushima. So, after 9 years of “mission accomplished”, after almost a decade of negative and 0% interest rates in the OECD, designed only to hold the […]

June 20, 2018

EXTRACTS FROM INCREMENTUM

by Simon Phillips in Blog

Well, we can finally see where rising interest rates and inflation have taken their toll – emerging markets. Down 20% since mid May. We can guess there’s probably some worried US Fed bankers right now. Worried that this turmoil will reach US equity market shores very soon. So, it seems the only point for debate […]

April 21, 2018

DEBASEMENT

by Simon Phillips in Blog

How quickly the news cycles turn… This time last week, geopolitical instability in the Middle East was of primary concern. Now, after another US/UK/France (no Germany) “Mission accomplished” we move to the next big “thing”, and we’re still no closer to piping gas through Syria, from Qatar, to Europe. Despite the US trade and hot […]

January 8, 2018

INFL8ION

by Simon Phillips in Blog

Well, a happy New Year to all. It’s very interesting to monitor how financial markets start the New Year. On that note, just one week in and it’s unusual for almost every asset class to have risen in the very first week of the calendar year. Investors seem happy to buy anything with risk. This complete lack […]

Tag Archives: gold

SILENCE IN THE ECHO CHAMBER, ALL UNDER CONTROL …

ROLLIN, ROLLIN, ROLLIN

POWERLESS

“WE ARE IN A BIG FAT UGLY BUBBLE”, DONALD TRUMP, AUGUST 2016

RED OCTOBERFEST

EXTRACTS FROM INCREMENTUM

DEBASEMENT

INFL8ION

PHONE

EMAIL

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