Tag Archives: macroeconomics

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 […]

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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 […]

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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 […]

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December 19, 2023

Goldilocks Pivots

by in Blog

What a difference 2 weeks makes. Investors did not even bother to stop and consider why the US Fed policy makers made such an aggressive policy pivot last week, they just bought all the things. It’s not like the US Fed had an alarming set of inflation or job numbers, consumer sentiment is fine (according […]

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October 29, 2023

More Unprecedented

by in Blog

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” […]

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April 16, 2023

Out of Road

by in Blog

Right now, investors are correct in feeling the economic sands moving beneath their feet. After 14 long years of kicking the can down the road, Western bureaucrats are out of road and have moved to sand – deep sand. Times are changing rapidly. Investors would be wise to assess their allocation of scarce investment resources accordingly. […]

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