In this special episode of What’s Not Priced In, Greg shares a recent interview he did with South Australian Senator Alex Antic that has previously only been available to our paying subscribers. With another example of the absurdity of the Net Zero push coming from AI, Greg believes it’s time to really drill into whether there is in fact a sound agenda behind this nonsensical energy transition. Enjoy…
We don’t know how high US 10-year bond yields have to go before the economy cries uncle, but it can’t be that far off. Check out the Closing Bell video above where I set out all the key levels to watch going forward and show you different scenarios that could play out.
In today’s Land Cycle Investor, I have a chat with Leith van Onselen, co-founder and Chief Economist at MacroBusiness.com.au about the new vacancy tax in Victoria, record rates of immigration, and much more. Tune in to the interview below…
In the 20th episode jubilee of What’s Not Priced In, Greg Canavan and I cover the latest moves in the bond market, the Reserve Bank’s latest decision, fearful market sentiment, and the outlook for key commodities. Enjoy…
Stocks have actually held up remarkably well in the face of a weak bond market, but I’m not sure they can ignore the situation for much longer. In today’s Closing Bell video I show you a long-term chart of the US 10-year bond yield so you can see how rapidly rates are rising and the fact that the current move higher has broken a multi-decade downtrend in yields. Enjoy…
Only 40 stocks in the ASX 200 are in the green this month. Markets are blaming rising bond yields. So where do things stand? Will interest rates remain ‘higher for longer’ and further depress stock valuations? Or will the economy buckle under the high interest rate regime, forcing central banks to cut rates? And will that really be a boon for markets (hint, no, it won’t). Are we entering a new bear market? And is there still room for a skilled stock picker to snag bargains? Greg Canavan and I covered all this and more in the latest episode of What’s Not Priced In.
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