The Age of Bonds Is Over
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.
How Much Inflation Is Too Much to Ignore?
How Much Inflation Is Too Much to Ignore?
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.
Welcome to the War on COVID
Welcome to the War on COVID
After numerous lockdowns, quarantines, trackings and tracings, and vaccinations, COVID is still running rampant.
What Does a Sustainable Fight against COVID Look Like?
What Does a Sustainable Fight against COVID Look Like?
You see, the science of COVID does not differ between different places. And yet, politicians manage to put in place wildly different policies.
How Inflation Will Pop the Everything Bubble — Stock Price Bubble
How Inflation Will Pop the Everything Bubble — Stock Price Bubble
Sometimes the housing bubble is in Spain and Ireland, like in 2005, and sometimes in Germany, like in 2018
Which Financial Fortune Teller Do You Believe? — Financial Market
Which Financial Fortune Teller Do You Believe? — Financial Market
In other words, what would have to happen for financial market price action to make sense?
Is This Your Light-Bulb Moment? — Investigating Cryptocurrencies
Is This Your Light-Bulb Moment? — Investigating Cryptocurrencies
My mentor Greg Canavan explains how he went from being a sceptic to a believer in cryptocurrencies, not because of their potential to deliver wealth, but for a very different reason.
When FA Hayek Grabbed Inflation by the Balls, Literally
When FA Hayek Grabbed Inflation by the Balls, Literally
The thing is, just as Australia helped inspire the fight to grab inflation by the balls in 1976, we’re leading the way once more. Unfortunately, not in a good way this time…
The Inflation Genie Has Escaped Its Bottle — Inflation Is Back
The Inflation Genie Has Escaped Its Bottle — Inflation Is Back
If inflation does roar in coming years, we’ll look back at last week as the turning point. The moment when we wonder how we didn’t see the inflation disaster coming…given it was already here.
The World Through Green Tinted Glasses — Window Guidance
The World Through Green Tinted Glasses — Window Guidance
Window Guidance is the name given to the semi-official Bank of Japan (BoJ) policy whereby the central bank directed banks to make loans to certain parts of the economy…
