‘What caught my eye’ will offer updates for investors, delving into anything I think that has the potential to improve your share-investing journey.
The articles will include an international and 21st century investing approach. Whilst Australia is a remote continent, from a share investing perspective, the Australian market is a small cog in a large global wheel and remains very much part of the world’s financialisation.
Events are moving quickly in our highly ‘financialised’ markets with rising concerns around global liquidity, as evidenced by the sell-off in Credit Suisse and other European banking shares. The views expressed below have not changed. Australian Banks are well capitalised and the market is experiencing more...
Part 1: Macro Musing and 2023 Part 2: How the mighty have fallen Macro Musing and 2023 As anticipated, macro-economic factors – inflation and rising interest rates – have led the markets in 2022. Inflation has proven to be higher than expected a year ago and the ensuing cash...