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 [...]
The latest stimulus announcement from China looks a lot like the last six or seven [...]
China recently re-sparked a metals boom with more announcements of stimulus. We are joined by [...]
It has been a volatile 6 months in macroeconomic outlooks. A year ago, it [...]
Vegetable oil prices have halved. Cereal prices are down 20%. Dairy similar. Sugar is one [...]
JP Morgan bought First Republic Bank, the USA’s second-biggest bank failure in history. The [...]
On the surface the Australian stock market looks cheap relative to the world market. In [...]
As we thought it might, mid-last year, the commodity supercycle has gone as fast as [...]
