Are You Being Dominated By the Denominator?
It’s quite simple, really: when we compare things over time, the comparison ceases to be accurate. That’s because apples become oranges.
How Bad Will Inflation Get?
How Bad Will Inflation Get?
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.
The Rising US Dollar Is Sinking All Boats
The Rising US Dollar Is Sinking All Boats
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.
The Electrification of Everything Runs Out of Gas in Hell
The Electrification of Everything Runs Out of Gas in Hell
Do you remember when the ‘electrification of everything’ was going to make our lives easier…and save the planet on the side? Well, someone forgot to make sure we have enough electricity to do it…
If You’re Worried about Europe’s Energy Crisis, You’re in for a Sovereign Surprise
If You’re Worried about Europe’s Energy Crisis, You’re in for a Sovereign Surprise
For now, everyone has their eyes on Europe’s energy crisis. And we’re all wondering what it means for us. Booming Aussie gas and uranium stocks? Or an energy price shock to the local economy too?
Did Putin Pop the Grubble?
Did Putin Pop the Grubble?
‘The entire world has changed since February’, Santos’ CEO told The Australian. It was a reference to changing his mind about developing an oil project in Alaska. But what if he’s right about far more?
Will the Europeans Surrender to Russia before Winter?
Will the Europeans Surrender to Russia before Winter?
Do you sense it too? Oceania is still at war with Eurasia for now, but East Asia better look out…
The Markets Have Pivoted. But Have the Central Banks?
The Markets Have Pivoted. But Have the Central Banks?
Markets have been waiting with bated breath for the Powell pivot. When would plunging stocks, bonds, property, and GDP trigger the strike price of the Powell put as they had triggered the Greenspan, Bernanke, and Yellen Put in crashes past?
The Consequences of the Economic Nincompoopery
The Consequences of the Economic Nincompoopery
If completely unnecessary inefficiencies were eliminated, if people understood the very basic parts of their job (or even their day-to-day lives), if getting things done was possible with common sense, then our economy and prosperity would be dramatically larger.
RBA to Pole Vault Inflation or Poleaxe the Economy?
RBA to Pole Vault Inflation or Poleaxe the Economy?
Can double-digit inflation be brought under control with 3% interest rates? It would’ve sounded like an absurd question not so long ago.
