Dear Reader, Melbourne has been in lockdown for three weeks already. Today marks the halfway point. Three more weeks to go…maybe. Life in Melbourne has certainly changed. Days blend into each other. Streets are quiet, restaurants and cafes are empty. Famished rats are taking over the city. The few people out and about are — […]
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The Looming China Risk for Big Aussie Mining Stocks
The immediate risk is clear — China. Today, I’m talking about the largest miners in Australia and give you a special tool you could use to play what I call a ‘fractured’ market. This includes BHP Group Ltd [ASX:BHP], Rio Tinto Ltd [ASX:RIO], and Fortescue Metals Group Ltd [ASX:FMG]…
Economy Won’t Recover until 2023
Dear Reader, ‘There’s been six coronaviruses in the past couple of decades, and not one of them has had a vaccine,’ Jim told me in an interview last week. There are 27 human trials underway for a possible vaccine at the moment. Six of those are in the final ‘phase three’. Yet a result from […]
The Real Enemy for Investors: Which direction will the stock market go?
You’ll hear persuasive arguments on both sides telling you what will happen next over the coming months. And you do really have to be ready for anything. Now, to my mind, that doesn’t mean sitting in cash. That’s a false comfort, especially if markets continue to rally…
Could This Trigger an Aussie Property Price Collapse?
Australia’s economy has always a been a simple yet resilient one. We’re a commodity exporter. The wealth generated from this sector trickles down through jobs, tax revenues, superannuation, and property…
Higher House Prices Are Just More Debt
Nothing is so permanent as a temporary government program, Milton Friedman once said. And he should know, as President Reagan’s economic advisor.
