Articles
OK. Let me get this out of the way up front: Trump will declare victory [...]
Via Goldman’s useful Scott Rubner who sees risk on. 1. Largest macro ETF shorting since [...]
The bubble of a lifetime in CBA shows no signs of bursting at 26x growthless [...]
The first battle between bond vigilantes and King Trump has gone to the former. Members [...]
DXY is taking a breather. AUD is ripping into a short-squeeze. But it is wearing [...]
Asset manager GMO / James Montier hit on a lot of the themes near to [...]
No market goes up in a straight line, and so the US stock market was [...]
Yesterday we had a long look at solar and battery power and how they affect [...]
Fossil fuels have a limited time as viable sources of energy. And I’m not talking [...]
Fund results out today from S&P are not good for active fund managers: [...]
Snapchat is listing shortly, probably early March. It’s a unicorn, a start-up with a valuation [...]
Last week I ran through the big long-term (20-40 year) economic trends (click here for [...]
For the last six years, I have had a relatively consistent view on Australian asset allocation. [...]
