'Global financial system is as dangerously stretched today as it was at the peak of the last bub
Quotes: Nine years of emergency money has had a string of perverse effects and lured emerging markets into debt dependency, without...
We are in biggest private debt bubble in history
Private debt bubbles historically have always resulted in financial crises and major asset price crashes. That is why this issue is very...
Implications of huge bond bubble crash - and has it started.
Chris Joye who writes for the AFR and also manages a fixed interest fund, discusses the implications. But first some background. Below is...
At the end of share market cycle, long-short funds have a role.
Some quotes from this article by Justin Braitling of Watermark Funds Management: "The chart below reveals a sharemarket that is expensive...
