Mid-2021 was bull market central. It was all about cryptos, SPACS and windfarms…Income was for losers. But now, income is cool. Term deposits are back, baby! 4.5%? I’ll take some of that, please.
By Greg Canavan,
The yield curve in Australia just inverted for the first time since 2006, suggesting the economy is in trouble. That means bank earnings will be under pressure.
By Greg Canavan,
Someone should tell Jay that since the June 2022 peak, oil prices are down nearly 50% (and an absolute bargain at these levels IMO). Also, someone should remind him that the US inflation rate hit 5.6% in July 2008. Six months later it was all about deflation. This is not 2008 again, to be clear.
By Greg Canavan,
Telstra is a dominant company performing well operationally. But in a far cry from a few years ago, all this good news is in the price
By Greg Canavan,
Fed boss J Powell raised rates again this week, despite the backdrop of bank failures and tightening credit. Is this the end of the Fed put?
By Greg Canavan,
Greg Canavan from Fat Tail says rate cutting cycles are actually bad news for equity investors, not good. Why? Find out here.
By Greg Canavan,
In today’s Daily Reckoning Australia, a lesson is to be learned from Australia’s whale oil history that explains why the current push to renewable energy is illogical, at least for right now. It isn’t a popular take, but history shows that governments driving investment decisions based on arbitrary targets is a recipe for disaster. Read on to see why…
By Greg Canavan,
In today’s Money Morning, a lesson is to be learned from Australia’s whale oil history that explains why the current push to renewable energy is illogical, at least for right now. It isn’t a popular take, but history shows that governments driving investment decisions based on arbitrary targets is a recipe for disaster. Read on to see why…
By Greg Canavan,
The Aussie dollar is a great barometer of global economic growth. When it’s as weak as it is now, that tells you something is wrong in global commerce.
That ‘something wrong’ is rising interest rates worldwide.
By Greg Canavan,
It’s hard to believe but the tech-heavy Nasdaq is close to bull market territory. As research firm Bespoke pointed out last week, the index is up 19% from its closing low on 16 June. Our own S&P/ASX 200 is up 9% since a closing low on 20 June. And the S&P/ASX 200 Information Technology Index […]
By Greg Canavan,
Investment ideas from the edge of the bell curve.
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