Crypto has fallen by about two thirds and the debate is heating up.
Strategies of diversification, especially between shares and bonds, that usually work are coming under pressure. Here is what analysts' thinking is.
Energy remains the big driver of inflation. One analysis assesses the current tensions suggesting oil will stabilise but gas is highly unpredictable.
In falling markets, investors tend to shift towards safer options.
How high are interest rates going to go? The futures market is sending some dark signals.
When bear markets hit, unrushed and clear eyed decision making is crucial.
Rising interest rates, falling stock markets, recession. Not a time for the optimists.
The sanctions against Russia look likely to trigger the destruction of globalisation.
The Australian stock market is no longer as heavily affected by the US stock market.
There is a clash between the 'real' world of commodities and tangible goods, and the 'unreal' world of cross border finance. Is another financial crisis looming?
When inflation surges, it tends to change the emphasis in stock selection.
Fund managers and analysts are sales people first and truth tellers second