The children and young adults of today have (in the main) only ever known good times. Continuous economic growth. Low unemployment. Asset price appreciation….
Calls for an increased weighting to THE riskiest of all asset classes, as a form of protection, is a clear indication we have reached a tipping point.
Get ready for central banks to mount a concerted and sustain effort to move debt levels (much, much) higher. Whether society responds in the same Pavlovian way as it did on previous occasions is an…
Each one if these companies generate revenue from businesses and consumers in the real economy. If people out in the real economy are doing it tough, that pain finds its way to the bottom lines…
The mind games of the markets are a fascinating study in the folly of man. Bubbles have no bearing whatsoever on underlying economic fundamentals. This is pure, raw emotion on display….
Today, we’re living with the consequences of a choice that was made two decades ago. We did not make this choice, but we did participate in the immediate gratification this choice gave us.
Can Private Equity win where others lose?On 24 February 2020, Bain & Company published a report titled‘ Public vs. Private Equity Returns: Is PE Losing Its Advantage?’.
Two great questions.Are you concerned about an asset bubble? Did the Fed’s ‘lower for longer’ interest rate policy contribute to wealth inequality?
Deflation is in our future. Negative rates — despite denials — are coming in the US and here in Australia.