A Prescient Call from the DR Archives…
In the first month of this year, Nick Hubble aired his scepticism of the green bubble or ‘grubble’.
Anti-Trust Laws — I’m from the Government, but I’m Not Here to Help
Anti-Trust Laws — I’m from the Government, but I’m Not Here to Help
US stocks recovered their pandemic losses incredibly quickly. Suspiciously quickly, you might say… In fact, 2020 saw the shortest bear market in US history, with stocks recovering to all-time highs by August. But, today, we look into how their past successes of 2020 could spell their own doom in 2021. The Washington Post kicks us […]
What Is Risk? — Understanding Risk in the Financial Industry
What Is Risk? — Understanding Risk in the Financial Industry
Sounds like a stupid question, I know. But consider this. Your definition of the word ‘risk’ and the definition used by the financial industry supposedly serving you are completely different. And the gap is the source of rather a lot of anguish, if you ask me. Today we explore the rift. The evolution of risk. […]
How Bitcoin Will Actually Change Your Life, Whether You Buy It or Not
How Bitcoin Will Actually Change Your Life, Whether You Buy It or Not
Dear Reader, The bitcoin bonanza is back. But why? The list of possibilities is rather long… With central bankers back to printing vast amounts of money, perhaps people want money that can’t be printed. With taxes likely to spike in coming years to pay for COVID-19 policies, perhaps people want money that’s hard to tax. […]
Why Australia Will Fare Worst from COVID-19 — Lockdowns Don’t Work
Why Australia Will Fare Worst from COVID-19 — Lockdowns Don’t Work
Five weeks ago, I warned you about it: Australia’s vulnerability to another COVID-19 outbreak, and the risks of more lockdowns as a result. Well, this time it’s Adelaide. Bloomberg describes it as one of the toughest lockdowns in the world. You can’t walk your dog. State borders are closed. Some of those who quarantined in […]
What Is the Market Expecting? — The Pandemic Isn’t Over Yet
What Is the Market Expecting? — The Pandemic Isn’t Over Yet
Dear Reader, This week was all about the end of the pandemic. Which hasn’t happened yet. But markets, being forward-looking, suddenly decided to price in a vaccine that works and a return to normality. Stocks that boomed thanks to COVID-19 suddenly got smacked. Stocks that languished during lockdowns boomed. Zoom crumbled, airlines went ballistic, for […]
Why You Should’ve Watched State of Origin Instead — US Election Result
Why You Should’ve Watched State of Origin Instead — US Election Result
No doubt you were glued to the TV this week, watching the big event of global importance.
Currency Reset confirmed by IMF — A Redesign of the Currency System
Currency Reset confirmed by IMF — A Redesign of the Currency System
Despite the fact that we’ve been predicting it for weeks, a chill ran down my spine when I read it. The IMF has declared ‘a new Bretton Woods moment’. That comes in the wake of the World Economic Forum’s (WEF) ‘Great Reset’ theme. What are they referring to? A redesign of the international currency system. […]
You Think You’ve Escaped COVID-19? But Now What?
You Think You’ve Escaped COVID-19? But Now What?
Congratulations Australia. We had no excess deaths between mid-February and the end of May according to a study.
Freezing the Economy while the World Changes is Dangerous
Freezing the Economy while the World Changes is Dangerous
Dear Reader, Governments are doing a rather good job of keeping the economy together. At least by the measures which politicians pay attention to. House prices, unemployment, GDP, house prices, and house prices, for example. In fact, house prices are doing rather well. ‘Even in the midst of a recession the Australian housing market continues […]
