The final part of Charlie Ormond’s meditation on our modern era. Today explores three ways our current crisis could end, and a clear investible solution.
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The Paris Syndrome pandemic is coming to the ASX
Europe is falling apart. But Paris Syndrome doesn’t just apply to Japanese tourists. Aussie stocks can catch the contagion too.
Our Modern Interregnum (Pt. 3)
Part 3 of Charlie Ormond’s meditation on our modern era. Today explores the hidden mechanism behind today’s supply shock.
Editor’s Pick: “Oil: Only One Trade Matters.”
Revisiting our February Call: “Forget precious metals or critical mineral stocks; oil and gas could emerge as the true hedge against geopolitical risk in the months to come.”
Our Modern Interregnum (Pt. 2)
Part 2, In Charlie Ormond’s meditation on our modern era. Today, we look at the inevitable consequences of a system that spent four decades optimising financial structures while neglecting the material ledger.
The Level That Could Send Stocks Tumbling
Oil prices are pushing toward US$100, bonds and stocks are selling off together, and large strategies like risk-parity funds could amplify a downturn if key levels break.
