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.
The ASX has been weakening and the long term bond yield is rising.
The first requirement in investing is to decide on the balance between shares and fixed interest.
The financial outcome of the Ukraine war is uncertain, but some things being predicted by analysts definitely won't happen.
The US markets have some extremely high valuations, but some sanity is emerging. It is less problematic in Australia.
Black Rock, the world's biggest manager of funds, has given its 2022 outlook. It has a few surprises.
SMSFs are true capitalism, as opposed to what happens at the top end of the global economy.
China's financial problems are getting worse, which will have collateral effects in Australia.