Take a look at this (emphasis mine): ‘This allows us to date the mid-cycle slowdown of the new real estate cycle. The half-way point of 14 years up. A 2019 peak into 2020 / 2021 recessionary years, with 2021 the low…’ This was our big claim, back in the very first issue of the newsletter […]
World Markets: Global Insights into Financial Trends and Investment Opportunities
When concerned with the global economy, it’s important to look beyond the powerhouses that are often in the spotlight, and to look at the various emerging markets operating just off stage.
Today’s biggest emerging markets (BEMs), include Argentina, Brazil, China, India, Indonesia, Mexico, Poland, South Africa, South Korea and Turkey. Not as big, but still making impact, are Egypt, Iran, Nigeria, Pakistan, Russia, Saudi Arabia, Taiwan, and Thailand.
The Secret Rhythm of Australian House Prices — The Real Estate Cycle
Since the stock market first took a dive in late February, everyone’s been asking us if we think the same fate awaits Australia’s property market. Well, this is the question we want to address for you…
The ResMed Share Price Up on Results (ASX:RMD)
San Diego-based healthcare company ResMed Inc [ASX:RMD] has seen a 16% increase in year-over-year revenue to $769.5 million. The ResMed share price is up 5.47% to $24.68 at the time of writing…
Has COVID-19 Killed the Australian Property Market?
How is the COVID-19 health crisis impacting the Australian property market? There are two real points to make here. The first relates to what’s likely to happen now. The second, to what is likely to come next. I’ll cover it all today. In a nutshell: There’s bad news for sellers…better news for buyers…and great news […]
What Does the Fukushima Disaster Have in Common with COVID-19?
What does the Fukushima Daiichi nuclear disaster from 2011 have in common with the global pandemic currently unfolding? More than you think, according to Jim Rickards. Today, Jim explains what the two have in common, and how it’s almost impossible for the stock market to ‘price’ coronavirus events when they keep evolving. Read on for […]
ANZ Share Price Dips as Dividend Gets Deferred (ASX:ANZ)
Following NAB’s lead, Australia and New Zealand Banking Group Ltd [ASX:ANZ] is the second of the Big Four to capitulate on dividends. A decision that saw the ANZ share price open 1.9% lower this morning…