There are three possible investment themes when positioning for the end of the lockdowns.
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.
Australians' obsession with housing continues apace.
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.
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.
No-one knows when the music will stop in financial markets. At the moment it is blaring away.
The most important question facing investors is what will happen with interest rates, which depends on what happens with inflation.
Share market and economic predictions are not useful. Any success is random.
Is the effect of the pandemic fading?
Modern Monetary Theory is basically printing money, yet there is not a great deal of inflation. Why?