Australia at major risk from resistant COVID variants by late 2021.
COVID is far more dangerous than I realised. 5th April 2021 Note: COVID updates from 18/4/2017 are here https://www.puzzlefinancialadvi...
RBA QE now driving Aussie asset prices up?
While the Reserve Bank (RBA) has resisted implementing Quantitative Easing (QE i.e. money printing) over the last 12 years, over the last...
Disconnect between Main St and Wall St - El Erian
Wall St (The US stock market) is around record highs, yet the Main St ( the average person) as reflected for example by the health of the...
To fix the economy, you have to fix debt - William White
Is normalization in monetary policy doable? There is no return back to any form of normalcy without dealing with the debt overhang. This...
Transition to renewables to be quick.
The global transition to renewables will be far quicker than most people expect. If that is not obvious to you, perhaps watching Tony...
2020s Decade of green revolution - Europe
There are a number of pointers that suggest that the 2020, could see a major transition to green renewable energy: Europe has long been a...
Managing COVID-19. Medical positives from 2020.
COVID has made 2020 a touch year for many, but there have been positives. One positive outcome of COVID-19 is that it has focused mankind...
Modern Monetary Theory part of the solution?
This is a very topical and controversial topic among economists. Ray Dalio argues that some version of MMT has always been part of the...
Rising US 10-year bond yields to cause big tech to peak?
25 October 2020 Valuations of high-growth companies (like the popular big tech stocks), are highly sensitive to the discount factor to...
Share bubble may begin crashing in weeks or months - Jeremy Grantham
I strongly recommend that you watch at least part of this interview https://youtu.be/p38JGFuGf0E with Jeremy Grantham. Jeremy is one of...
