Looks like it’s going to be another rough week for equity markets on the back of continued escalation in the middle East. Not sure what’s happening in Ukraine though, can someone tell us if things have wound up in Ukraine recently, news seems hard to come by. And what about the last $100B of “packages” […]
There was an important theme laid out by Herbert Hoover(1874-1964) back in the 1930’s. There are only 3 ways to meet the unpaid bills/promises of a nation. The first is taxation. The second is repudiation. The third is inflation. What do you think the current crop of Western global leaders think of this thesis? Invest accordingly. […]
Been wondering what’s behind the share market strength of last week and early this week? Dead cat bounce short squeeze or new bull market? Time will tell. This rally began last week with horrible economic news out of the US and Europe, giving investors exactly what they needed, enough bad news to have some central […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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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