Yes, Australia seems to be in a good spot financially. But it’s possible that earnings exuberance might get certain investors suckered into buying the wrong stocks. And I’m talking about bank stocks in particular…
Latest
A Neo-Stasi Approach — Janet Yellen spells Disaster for the US Dollar
Dear Reader, Stasi was the name of the East German internal security police during the worst days of the communist dictatorship in the German Democratic Republic during the Cold War. Stasi was an acronym for the State Security Service. Its many activities included illegal arrests, interrogation, and incarceration of political prisoners. The Stasi was also […]
The USD Upends Markets
Happy Australia Day! I hope you’re celebrating today with a bit of sun, or style, or both. Personally, I’m planning a swim down the beach with my two daughters. There hasn’t been too many days like that this summer down here in Victoria. Regardless, the markets stand still for no man or woman. Every day […]
Australia Day: Gratitude, Small-Caps and the Future of Money
Money Morning usually trumpets the success of small-caps, the advent of new technologies and the most cutting-edge investment ideas and themes we can find. However, I want to give the bears a bit of airtime here, because if you aren’t listening to multiple outlets and opinions you aren’t really informed.
Klarman Calls out the Fed for Distorting the Natural Market
Today’s Daily Reckoning Australia continues to scan the sky and feel the wind for any sign of an imminent storm. The current market is a little like being out in the ocean without a compass or GPS. Why so? Central banks and government are distorting the market’s price signalling mechanism. You can never trust what […]
Was 2020 the Melt-Up? What Stage of the Cycle Are We In?
At the tail end of a bull market, investor greed peaks as everyone scrambles to claim their stake. Markets soar before a painful correction takes place. The thing is, this time around it’s debateable whether we’ve had the melt-up stage yet.
