Inflation usually comes about because of increasing demand. In other words, economic growth. Can economic growth actually be bad for share markets? The answer appears to be nuanced. Bad for some stocks, good for others…
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What Will the Next Recession Look Like? — The Downturn Will Be Bizarre
We won’t be returning to normal after COVID-19, because normal has changed too much. When it hit me. What will the next recession look like? Because that’ll be far from normal too. I know it feels like a distant problem. I mean, there’s a pandemic still on the loose, the recovery has barely begun, and […]
Stock Trader’s Corner — Is that a Bazooka in Your Pocket?
As I write this article the ASX 200 is in freefall, down 170 points, and I wouldn’t be surprised for the selling to continue for the rest of the day. The bond market is seeing strong selling pressure in the US and that has spread to our bond market…
Reddit versus the Hedge Funds — Latest GameStop Resurgence
We do want to discuss is the catalyst for this latest GameStop resurgence. Because more than just a ‘meme’, it is a fascinating insight. GameStop shares are moving again, and fast…
With Government Support Hydrogen Prices Becoming More Competitive
Hydrogen prices are becoming more competitive as renewable energy goes cheaper. But hydrogen is attractive because when renewables produce too much energy, hydrogen can store that cheap excess energy….
2020 Economy: The Worst Year Since World War Two. What’s Next?
We just finished the worst economic year since the Second World War. What’s next? The final numbers on the economy for 2020 are in (subject to the usual adjustment processes). In the US, GDP growth for 2020 was negative 3.5%. How bad was that? It was worse than 2009, when growth collapsed about 2.4%. It was worse […]
