Whether it’s by directly holding Big Four bank shares or part of your super — a significant portion of Australians have a piece of the banking oligopoly pie. Today I discuss bank stocks relative to resources and the risk that CBDCs pose to traditional banking…
Rooting for gold is like rooting for the apocalypse! I see it as more an inexorable trend than anything. Exponential means the gold price would need to go truly ballistic…
Since 1920 ‘til today, the US dollar has become the centre of global trade. But, the question the US now faces is, when will it end? Because if history is any guide, then the US dollar’s days are numbered. The USD is currently down 9% from its March highs…
Today, I want to take a step back from the here and now and instead take a look at the big picture. Because in a strange way the stock market reaction to the turbulent times of 2020 makes sense, when seen through the prism of one huge, overarching trend…
Dear Reader, Debasement. Erosion. Destruction. That’s pretty much how my day started. The Sprott Natural Resource Symposium was beginning, and I had a date with my desk. After a 4.30am alarm and not enough coffee, there was no mincing words. The very first conversations happening were about the destruction of the US dollar. Which was […]
Too big to fail. It was the mantra that defined the GFC. Leading to extraordinary taxpayer-funded bailouts of banks across the world. Whenever the next banking crisis arrives, be it in a matter of weeks or years, bailouts won’t be on the table. Instead, we are likely to see ‘bail-ins’…
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