In his last edition for The Daily Reckoning Australia, Jim Rickards told you how you can figure out the difference between false narratives and reality. He thought that inflation was one of these false narratives. But if inflation is a false narrative, then what is the reality of the problems investors face today? Jim says […]
By Callum Newman,
1) I hope you drive a Toyota Prius or a Tesla the way petrol prices are going. It’s going to get worse too. Brent crude is now US$118 a barrel. It’s up 80% since December. A war involving Russia will do that. And yet, oil juniors on the ASX aren’t going as bananas as you […]
By Callum Newman,
News from the Fed always gets a response from markets. But does it actually matter? Jim Rickards says that maybe it doesn’t. The tapering announced in September 2021 is an example of this. At the time, Jim spoke to an insider who told him just how seriously to take these kinds of announcements. So make […]
By Callum Newman,
Dear Reader, 1) Today’s Daily Reckoning Australia begins with a hat tip to my fellow editor Brian ‘Goldfinger’ Chu. He’s our resident gold hound here at Fat Tail Investment Research. Last week, I got him on the phone to press him for his latest read on the gold market. Gold had rallied to more than […]
By Callum Newman,
Dear Reader, 1) Talk about a slap across the cheek this morning! One of the most reliable recession indicators in history is the ‘tall building effect’. It’s the idea that record-high skyscrapers have a nasty habit of opening in recession. It’s not a new idea. But it’s an important one! And what do I see […]
By Callum Newman,
Dear Reader, 1) ‘Banks, builders, and REITS.’ That’s how I summed up the way to play the property cycle over the next five years in my recent presentation to investors. Yesterday, we got some evidence that such a strategy is working! How so? Big real estate investment trust Vicinity Centres [ASX:VCX] released its half-year results. […]
By Callum Newman,
Dear Reader, These are certainly interesting times that we live in. In today’s Daily Reckoning Australia, Jim Rickards starts to look at the good and bad of these interesting times. As investors, it’s vital you understand both sides and determine what this means for you, by focusing on real data rather than the news of […]
By Callum Newman,
Dear Reader, 1) Oh my. Since December, Catherine Cashmore and I have been telling you to put the property cycle at the heart of your investment strategy. A bit of news from developer Mirvac is a case in point. The Australian Financial Review reports that the company will ‘press the button’ on entering the land […]
By Callum Newman,
How so? The Australian Financial Review reports that industrial rents are set to go up as high as 50% in five years.
By Callum Newman,
We have two mortgage lenders on our buy list trading at very attractive values right now. They were not immune from the recent market sell down.
By Callum Newman,
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