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?
Sound investment means understanding risk and reward and managing your investments accordingly. There are many risks around risk taking -- the wealthy try to avoid it.
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.
Crypto currency is increasingly looking like an excursion into the Madness of Crowds.
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.
No-one knows when the music will stop in financial markets. At the moment it is blaring away.
Share market and economic predictions are not useful. Any success is random.
Passive investing may be going to another level.
The route to good sense in investing is first to understand yourself. Predicting where the markets will go is like trying to forecast the weather.