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!
Worse than the Great Depression
March 26, 2020
COVID-19. Exogenous event needed for US recession. John Mauldin.
March 1, 2020
Exogenous event required for recessions. COVID-19 is that event. Vimal Gor
February 28, 2020
COVID-19 could trigger next GFC, Ariel Investments Rupal Bhansali
February 25, 2020
There are times to sell. Now is one of those times.
Corporate debt bubble likely burst by COVID-19.
February 24, 2020
"Tidal wave of central bank liquidity" ... has "bid up asset prices to unprecedented levels." Chris Joye, Coolibah Capital
February 10, 2020
Most likely 12-year return now worse than 1929 - Hussman
February 4, 2020
Causes of the GFC - now more extreme
November 5, 2019
IMF warns Corporate Debt is $27Trillion timebomb
March 2020 (2)
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