Topics of Interest
Australian Financial Service Licence 230050
Jeremy Grantham 27/2/2012 "Believe in history. History repeats. All bubbles break. Be patient and focus on the long-term. Wait for the good cards."
What works for investors. https://www.puzzlefinancialadvice.com/what-works-for-investors
October 21, 2019
Key Sections of this AFR article:
The Washington-based fund also warned that companies had responded to ultra-low interest rates and plentiful liquidity by taking on levels of debt that risked becoming a $US19 trillion ($27.7 trillion) timebomb in the event of anoth...
October 19, 2019
AFR article 17/10/2019 discussed the views of fund managers Platinum and Magellan.
' Even though risk-free rates have fallen, Mr Douglass was unwilling to rule out a scenario where US wage inflation increases to around 4 per cent and consumer price inflation increa...
October 18, 2019
This interview https://www.youtube.com/watch?v=3WclYu5l4G0&feature=youtu.be with Don Amstrad of Aberdeen is well worth watching. I think Ray Dalio's assessment of the outlook is more precise than Don's assessment, but there are some very useful observations in what...
October 17, 2019
In this interview, Richard Vague discusses his 200 year research into financial crises - investigating every one of the 43 major financial crises in 6 countries. Every one of them has been "caused...
I'm busy working on my blog posts. Watch this space!
Warning the Aussie share market will crash
June 26, 2020
"This is 4th (speculative) bubble of my (50-year) career" - Grantham
June 22, 2020
Deglobalization Will Hurt Growth Everywhere - Rogoff
June 14, 2020
UK economy shrinks by record 20 per cent in April
June 13, 2020
Reliable market predictor says shares to fall. Jeremy Grantham
June 12, 2020
Stock markets are ignoring reality - Ronsenberg
June 9, 2020
Era where return of money more important than return on money - Dalio
Australia's 'extraordinarily ill-considered' Asian foreign policy
June 8, 2020
Superpower Transition - USA to China
May 25, 2020
$220b non-performing bank loans. How much will become bad debts?
May 21, 2020
June 2020 (8)
May 2020 (11)
April 2020 (4)
March 2020 (2)
February 2020 (6)
November 2019 (1)
October 2019 (4)
October 2018 (1)
September 2018 (2)
August 2018 (1)
July 2018 (5)