Economic Recovery: Australia to Dig Its Way Out of Pandemic Mess
Successful investors adapt quickly to change. And today’s piece is almost contrarian when it says mining and Chinese debt could underpin Australia’s economic recovery…
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Power of Information: Knowledge May Be Profitable, Only if You Get It First
502 years ago, Martin Luther nailed his 95 theses to the door of All Saints’ Church in Wittenberg.
ASX Uranium Companies to Watch as Gates and Yang Get Their Wish
Today we discuss some recent headlines regarding nuclear power and the charts for ASX-listed uranium companies, as well as a few things to consider before you decide to invest…
Stock Trading the New Normal — A New Type of Investor is Born
Dear Reader, Early in the pandemic, I wrote a draft that never made it to print. That happens a lot in this business. Sometimes the thoughts need to roll out onto the page before you discover what the meaningful part of it is. As stocks tumbled all around us in March it looked like the […]
Jerome Powell, the Inflator — The US Fed’s Policy on Inflation
Jerome Powell has abandoned any care about inflation… The US Federal Reserve Chair confirmed this at this year’s (virtual) Jackson Hole summit. Stating that the Fed would no longer be strictly targeting an average 2% inflation rate for the US economy…
Our Own Lost Decade: ‘Stagflation’ and the Pathway Out of this Recession
Dear Reader, A couple of weeks ago we touched on the stagflation puzzle. And then I deviated back onto gold. But today, it’s important to come back to the topic of stagflation. Depending on how long you’ve been subscribing to my daily musings, you’ll probably know I’ve spent quite a few years predicting a recession. […]
