Asset Growth Outlook — RBA Policy Means Three More Years of Growth
It’s been another wild and whacky week for markets. With the ASX flip-flopping between green and red since last Thursday. So, could that be a sign of further risk to come?
Macroeconomics: Global Central Banks News & Highlights
Problems with the Global Elite — When Money is Weaponised
Dear Reader, People often make the mistake of assuming that just because you’re super-rich, you must be super-smart. That’s wrong. There’s actually no correlation. Being rich can result from talent and hard work, but it can also come from sheer luck, inheritance, or the right marriage partner. Likewise, being smart is a blend of heredity, […]
Own ASX Bank Stocks? Earnings and Dividends May Trick Investors
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…
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 […]
Banking Is in Decline, but Is It Terminal? — The World’s Banks In Trouble
The world’s banks are under siege. Cryptocurrencies threaten to undermine banking altogether. Banks’ lending activities are attracting ever less interest thanks to central bank policies, and now negative rates are on the cards. Governments are borrowing ever more money, expecting banks to buy their bonds. And COVID-19 has unleashed an economic crisis temporarily kept at […]
New Year, Same Problems: Lockdowns, Stimulus and the Future of Gold
Dear Reader, It appears 2021 picks up right where 2020 left off. That’s not surprising though, is it? Just because the Gregorian calendar flicked over into a new year doesn’t mean our woes would leave us. Instead of stock market chaos this year, I suspect many investors are now hardened by battle and ready for […]
