Now, that’s a big call. Lehman Brothers was the last catalyst to cause financial contagion. Since then, central banks and governments have done everything they can to avoid another Lehman Brother-style Code Red.
By Nick Hubble,
‘Australia, a country that relies heavily on trade with China, has persistently prodded the most sensitive nerve of its biggest trading partner,’ said China Daily last week.
By Nick Hubble,
Investors need to be keenly aware that the world may well have changed after the pandemic, as it had after the First and Second World Wars. But that the end of a gigantic misallocation of capital is not a boom, but a bust.
By Nick Hubble,
Meanwhile, gold — the asset that outperforms when you can’t trust the monetary, financial, or economic system — has fallen. This usually signals rising trust in the system.Look back at financial markets and you’d think the pandemic ended way back in mid-2020.
By Nick Hubble,
Bonds are now a lose-lose-lose proposition. And yet, almost all investors hold them, directly or indirectly. They’re the building block of portfolios and a key part of asset allocation.
By Nick Hubble,
In the UK, the Bank of England has finally caught up with its recently retired chief economist and announced that it now expects inflation to rise to 4%. That’d be a 10-year high. And double the 2% target.
By Nick Hubble,
After numerous lockdowns, quarantines, trackings and tracings, and vaccinations, COVID is still running rampant.
By Nick Hubble,
You see, the science of COVID does not differ between different places. And yet, politicians manage to put in place wildly different policies.
By Nick Hubble,
Sometimes the housing bubble is in Spain and Ireland, like in 2005, and sometimes in Germany, like in 2018
By Nick Hubble,
In other words, what would have to happen for financial market price action to make sense?
By Nick Hubble,
Investment ideas from the edge of the bell curve.
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