What will happen to Real Estate Investment Trusts when there is a reopening?
Conventional investment analysis is like chess moves, but is that the game we are in?
A pessimistic look at the financial system.
Over a fifth of Australian super funds' assets are in overseas stock markets, mainly in the US. American shares have been booming, but where are they headed?
The sophistication and volume of financial market trading is rendering 'normal' judgements problematic. But knowing that you don't know can help in setting a direction.
Some investment assessments of iron ore companies and how global markets have had the usual surprises this year.
The Australian market has just eclipsed its previous record high dividend payout. It shows once again that the Australian stock market is very different to America's.
The coal price has tripled since the beginning of last year. It is the stand out commodity.
In the financial markets, facts tend not to matter. Rather, it is the perception of the facts that are paramount, and we are in a world of fake covid news.
Globalisation is fading as America brings production back on shore.
Is the US Federal Reserve raising rates to defend the $US? It may trigger debt (leverage) eruptions.
No-one knows when the music will stop in financial markets. At the moment it is blaring away.