Thing is, the bears are still wrong. Their day in the sun, or the gloom I should say, may come. But there are reasons to be positive amongst all the supposedly conflicting signals. And I think the narrative that the bears are pushing leaves you with a very narrow…
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…
Dear Reader, Well, that’s it then. Last week I wrote that here in Melbourne we were — maybe — halfway through the lockdown. Then on Sunday we tacked on another six weeks and increased it to Stage 4… And, we are three days into Australia’s first ever curfew. It’s not my first curfew though. The […]
Today I’m going to look back on a report we released in late February, as markets tumbled. And I’m also going to look ahead to how you can invest in the second half of the year. The report was called ‘The Coronavirus Portfolio’ and it came at a time of uncertainty…
Dear Reader, There’s no love lost between the US and China…but is it possible for their relationship to deteriorate even further? It seems the answer is yes. In addition to continual confrontation on trade, tariffs, theft of intellectual property, currency manipulation, and human rights, the two countries are finding new ways to strike at each […]
We’re all being fooled, in a way. It’s all relative. You see, the stock market isn’t really going up. It just looks that way because the US Dollar is going down. Those falls correlate with a sustained rise in all sorts of other assets. From stock markets, to commodities, to gold and even bitcoin…
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