The Bubble Is Finally Busting
In 2022, people are starting to pay a very high price to learn the difference between falsehoods and facts.
Is This the Most Defining Moment in Your Life?
Is This the Most Defining Moment in Your Life?
Do you wonder whether it’s time to take some of the exceptional gains in recent years off the table OR adopt a ‘she’ll be right, mate’ attitude and believe in ‘shares for the long run’?
Debt, Demographics, Defaults, and Deflation — Part Two
Debt, Demographics, Defaults, and Deflation — Part Two
Trends take time (years, decades, and even centuries) to evolve…but what usually happens at the end of a very long trend is a hastening of action borne from conviction.
Debt, Demographics, Defaults, and Deflation — Part One
Debt, Demographics, Defaults, and Deflation — Part One
Taking time out to ponder the shifting patterns of society is a luxury few can afford. However, those trends are what influence the economy and financial markets.
You Ain’t Seen Nothin’ Yet…
You Ain’t Seen Nothin’ Yet…
When investors fall out of love with stocks, bonds, property, cryptos, and private equity…we are in for a period of emotional upheaval…one we ain’t never seen before.
Get Your House in Order…NOW — Part Three
Get Your House in Order…NOW — Part Three
More sellers than buyers…putting downward pressure on prices.Is this a temporary lull in bull market proceedings OR the early stage of a very nasty bear market?
Get Your House in Order…NOW — Part Two
Get Your House in Order…NOW — Part Two
A decade of good times has made us (as in society) complacent…we’ve forgotten that good times DO NOT last forever.
Get Your House in Order…NOW — Part One
Get Your House in Order…NOW — Part One
I saw this in the Australian Financial Review this morning: ‘International investors are piling into Australian-listed commodity stocks at the fastest pace in years, according to UBS, as they chase strong returns from the ASX’s booming materials sector and protection from inflation.’ You betcha! I can see this playing out in the market every day. […]
We Are Experiencing the Highest of High Tides
We Are Experiencing the Highest of High Tides
Just like ocean tides, there’s also a NON-variable with markets…they too peak and recede.
Choose Wisely for the Challenging Times Ahead
Choose Wisely for the Challenging Times Ahead
The FOMO (fear of missing out) phenomena of recent years is driven by regret. Decisions based on fear or greed tend to create the greatest amount of regret. As much as possible, try to take emotion out of the equation.
