A pessimistic look at the financial system.
Some investment assessments of iron ore companies and how global markets have had the usual surprises this year.
Crypto currency is increasingly looking like an excursion into the Madness of Crowds.
The coal price has tripled since the beginning of last year. It is the stand out commodity.
Is the US Federal Reserve raising rates to defend the $US? It may trigger debt (leverage) eruptions.
There may be scientific debate about climate change, but the big companies are falling over themselves to look as green as they can because that is what the institutional investors require.
Electric cars are going to change the metals market.
Australian precious metals producers are looking strong, but there may be labour shortages.
Iron ore prices may be about to ease of as Chinese mills lose their profit margins.
Often sectors that are most 'on the nose' turn out to provide the best returns. Is it worth looking at oil and gas stocks?
Picking where the Australian dollar will go is always a gamble. But it is something investors should try to assess.
China is nowhere near as healthy as it looks. What are the implications for investors?