Beware the Secular Bear
When you’ve been conditioned to an environment of low inflation, low interest rates, rising asset markets, and (almost) continual GDP growth, the prospect of a future that’s entirely different is almost inconceivable.
Macroeconomic News: Insights into Economic Trends and Developments
Protect Yourself from Inflation These Three Ways
Fund manager Tim Davies was one of the first guests on my Fat Tail Investment Podcast. He just popped up unexpectedly at my Saturday breakfast — in The Weekend Australian.
Forbidden Fruit and a Pension Problem
tocks go up. Then they go down. They went up, with brief interruptions, for 39 years…from August 1982 to November 2021. Since then, the Dow has lost about 5,000 points.
Investment Tips from My Local Shopping Centre
In today’s Money Morning…pandemic spending: boom to bust…inventory glut…what to expect…finding investment ideas with secular headwinds…and more…
Let Me Tell You a Story about the Stock Market…
Good news: Economists have finally admitted how clueless they really are. One wrote a book about it called Narrative Economics.
St Barbara [ASX:SBM] Shares Jump 7% on FY22 Production Update
Gold miner St Barbara [ASX:SBM] rose 7% on Friday after achieving its FY22 production guidance.
