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03 Dec Twenty-twenty, That’s a wrap!

Posted at 05:46h in 21st Century Investing, Australian Shares, COVID, Economics, Investing, Technology shares, US Shares, Vaccine

Casting an eye back over 2020 shows yet again that forecasting the future and hence the stock market is fraught with risk. No matter how many times we were all warned by former Presidents, from George Bush Jnr to Obama and billionaire Ted-X speaker Bill Gates,...

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26 Aug The Fed’s liquidity train, what it means for gold, inflation and equities.

Posted at 20:10h in Australian Shares, Economics, GOLD, Inflation/Deflation, Investing, Technology shares, US Shares

I had the good fortune to participate in a live webinar with the former head of Barings’ Research this week, Michael Howell, who runs CrossBorder Capital in London. A link to the presentation is available at the end. Michael has specialised in the analysis of global...

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RECENT POSTS
  • Twenty-twenty, That’s a wrap!
  • The Fed’s liquidity train, what it means for gold, inflation and equities.
  • Value, growth and rotation – what do these terms mean for share investors?
  • What to look out for during the corporate results season!
  • Are we experiencing another DOTCOM-like bubble?
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