In today’s Daily Reckoning Australia, for decades we’ve borrowed money to goose GDP. But it didn’t work very well. Debt outgrew GDP. And now debt-to-GDP ratios are at unaffordable levels. With bond markets wobbling, is the solution to borrow less? Well, what’d that do to GDP? Read on to find out…
By Nick Hubble,
In today’s Daily Reckoning Australia, bad news is engulfing Australia this week, but that doesn’t mean stocks will necessarily suffer. Just as economic booms don’t necessarily drive stock market returns either. What determines investor profits, then? I think it’s something called ‘the bootlegger and the Baptist’…
By Nick Hubble,
In today’s Daily Reckoning Australia, a silent war was waged against us by our own governments amid a crisis. But revelations of flaws in their basis for taking control are shedding light on a core issue: Why did we find out so late after the fact? Read on to learn more…
By Nick Hubble,
Have you got an inflation problem, Australia? If you want to solve it, I know a guy…
He’d laugh at our pitiful 6.8% inflation rate. Try 29,500% a month.
By Nick Hubble,
The economy doesn’t matter anymore. Neither do earnings nor risk. Nope, investing is just about guessing what central bankers might do next. After all, if we didn’t have them rescuing us every fortnight, can you imagine where financial markets would be?
By Nick Hubble,
In August, Federal Reserve Chair Jerome Powell warned that bringing inflation under control would mean ‘some pain’ for the economy. But how much exactly?
By Nick Hubble,
No gold investor could’ve wished for better. Lockdowns, epic fiscal and monetary stimulus, outright monetary financing by central banks, inflation, recession, stagflation, central banks so far behind the curve they’re unlikely ever to catch up, extreme negative real interest rates, a crash in other safe-haven assets like bonds, and the prospect of nuclear war. What could possibly be better for the gold price?
By Nick Hubble,
It’s quite simple, really: when we compare things over time, the comparison ceases to be accurate. That’s because apples become oranges.
By Nick Hubble,
US inflation came in a tad higher than expected this week. Which absolutely hammered markets in the US. Europe is in for a miserable winter of inflation too. And Australia is far from immune.
By Nick Hubble,
If everything in your house started to shrink, would you panic and get out or question what’s wrong with your tape measure? Because financial markets appear to be in turmoil in 2022. Just about everything has crashed. But what’s really going on is very simple.
By Nick Hubble,
Investment ideas from the edge of the bell curve.
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