We have no control or influence over what the Fed or any central bank may or may not do. We cannot control the level of incompetence exercised by elected officials. The only thing we have power over are our own thoughts and actions. Knowledge is the key to successfully navigating, what I anticipate, is going to be a very challenging period ahead…
Australian Economy News: Updates and Insights on Australia's Economic Landscape
When most people think about the ‘Australian Economy’, the first thing that’ll often come to mind is mining and banking. Two industries that dominate our total productive output both locally and abroad.
It is, however, a little more intricate than that...
Australia is a prime exporter of many commodities. Many of which are mined, but some of which aren't. And while iron ore has certainly been our forte for a number of years now, we have quite the unique mix of materials across our vast country.
Your Chance to ‘Buy low and Sell high’
The Aussie small-cap sector has been under the pump for two years. Some of these stocks have been hammered and trading in them has almost dried up completely. There’s no ‘blue sky’ thinking going on here. In fact, it’s the complete reverse. You can pick some of them up at incredibly low valuations, and set yourself up nicely for potential future rewards…
Why No Crisis Will Hit in 2023
All year I’ve taken a positive line when it comes to stocks. My way of playing the current dynamic is to accumulate shares on the cheap now with the idea of selling them in 2–3 years. But to do that, you have to feel comfortable share markets won’t meltdown today like they did in 2007. Read on to find out why I’m sure there won’t be an ’07 repeat…
Is it Time to Prepare for Deflation?
The same indicators which would’ve warned you about 2021’s inflationary burst are now warning of the opposite — deflation. But should you listen this time?
Closing Bell — As Investors Panic, Sharpen Your Pencils
After two years of steady selling pressure in the mid-, small- and microcap space, I reckon we are entering the final capitulation phase where punch drunk investors sell stocks at any price just to get out and end the pain. Check out the Closing Bell video above where I show you why I think the S&P 500 could be close to a 9% fall and where the ASX 200 would drop to if that happens… and explain why another wave down will take prices into a major buy zone.
The Cure for Inflation…And Its Side Effects
All together now, interest rates are staying ‘higher for longer’. The US Fed is dead set on taming inflation and rising long-term yields show investors think advanced economies can bring about disinflation without recession. But the ‘higher for longer’ crowd is grossly underpricing the risks of a sharper economic slowdown. The cure for inflation always has unpleasant side effects. Just ask Milton Friedman.
