August 2, 2020

Taiwan has become a flashpoint in the technology war between USA and China.  This adds a whole new perspective to China's territorial claims over Taiwan.

  • "The world is becoming increasingly dependent on a Taiwanese company for the most advanced semiconductors,...

July 29, 2020

Russell Napier:

"Most investors just look at the narrow money aggregates and central bank balance sheets. But if you look at broad money, you notice that it has been growing very slowly by historical standards for the past 30 or so years. There were many factors pushing...

July 10, 2020

"We are all quite aware that this will end badly". This chart provides a stark fundamentally-based warning that the US share market is going to crash

Quotes from this article:

  • What the Federal Reserve’s ongoing interventions have done, and continue to do, is push por...

June 26, 2020

If there was ever a stark fundamentally-based warning that the Aussie share market was going to crash, this is it.

https://www.livewiremarkets.com/wires/market-rally-increases-equity-risk

June 22, 2020

Jeremy Grantham , globally one the best analysts I know says:

  • My confidence is rising quite rapidly that this is, in fact, becoming the fourth, real McCoy, bubble of my investment (50 year) career. The great bubbles can go on a long time and inflict a lot of pain b...

June 14, 2020

3/June/2020 Kenneth Rogoff:

  • If deglobalization goes too far, no country will be spared....   Even the US, with its highly diversified economy, world-leading technology, and strong natural-resource base, could suffer a significant decline in real GDP as a resul...

June 13, 2020

To state the obvious, economies do not recover quickly from a hit like this.

  • "Output in the UK fell by 20.4 per cent in April, compared with the previous month, according to data from the Office for National Statistics. This is by far the largest contraction since m...

June 12, 2020

5/June/2020 Jeremy Grantham

  • we are in the top 10% of historical price earnings ratio for the S&P on prior earnings and simultaneously are in the worst 10% of economic situations, arguably even the worst 1%!  ..... This is apparently one of the most impressive mismat...

June 9, 2020

David Rosenberg Says the Bulls Are in Fantasyland

  • David Rosenberg bluntly told attendees Monday at John Mauldin’s Virtual Strategic Investment Conference 2020 that the stock rallies in recent weeks ignore reality and don’t recognize that the United States is likely...

June 9, 2020

AFR 22/Nov/2019:-

  • We are coming into an environment where the return of money is becoming more important than the return on money,” Ray Dalio, the billionaire founder of $235 billion US hedge fund Bridgewater told some of Australia's wealthiest and most powerful in...

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