Chorus growing suggesting 2019 is crunch time
I am observing that a range of "wise investors" are starting to see ~2019 as crunch time. Charlie Aitken, fund manager, former "guru" at...
Charlie Aitken joins chorus warning of expensive defensives
https://www.livewiremarkets.com/wires/the-danger-in-expensive-defensives : 'the simple fact is the direction of the “risk-free rate”,...
China is changing the rules against the West
On many levels, China is changing the global rules to its own benefit: Extending its soft power influence throughout particularly the...
Rate rise will crush asset prices - Chris Joye
Chris Joye, AFR 17/2/2018 writes: February's dramatic 10 per cent sell-off in shares was the first big correction since the global...
RBA warns of Trump inflation threat.
AFR 17/2/18 Reserve Bank of Australia governor Philip Lowe has slammed as "very problematic" the inflationary forces being unleashed by...
"Artificial market cycle... trouble ahead" says past CEO of ASX
Elmer Funke Kupper, past CEO of the ASX says: This view says that we can expect much more material volatility and falls in equity markets...
"The strangest of creatures- the fully invested bear." James Montier, GMO
Investing at times can be a strange "game". Or to be more precise, investors at times can behave strangely. Take Exhibit 2 below. More...
Volatility shorts and this week's market correction. Like 1987?
A very insightful article in today's AFR provides some very useful insight into the market correction over the last week. Here are some...
Australian banks pose global systemic threat:ASR
International investors are being urged to steer clear of banks in Australia, Canada and Sweden by a leading investment consultancy,...
John Hussman expects US shares to fall 66% - and so do others
In this article, highly regarded US hedge fund manager says "I expect the S&P 500 to lose approximately two-thirds of its value over the...
