Plenty of people can’t afford a home. And at the end of the day that reality will hit because property has become detached from salaries and the economy. Would housing affordability be a problem if…
In the US-China trade war, for example, we doubted that the Donald would ever go all the way. He’s got an election to win. He needs to claim victory against the Chinese and end the…
Those who accept on face value that cash is dead and go seeking higher yielding alternatives to breathe life into their money, may well find their actions unwittingly sign the death warrant on their capital…
Today, we come bearing glad tidings. We’ve seen how both Trump and Warren, the Federal Reserve, Congress, Krugman, Summers, the powers that be, and all the ships at sea are committed to inflating our way…
Understanding the ‘barrier to entry’ rule is critical to evaluating the value of a business. The more difficult the barrier to entry, the more valuable your business. More recently, the overhyped and over-overvalued WeWork IPO…
Today, we turn to something no one cares much about, even though it threatens to cause the biggest financial crisis in US history: Debt. Total US debt, public and private – now approaches $74 trillion…
The left-leaning media constantly try to demonise ‘the right’. They want people to feel embarrassed for having (shhh) ‘right-wing views’. They want to shut down opinions they don’t agree with. This is leading to a…
When push comes to shove in the next crisis, both Warren and Trump will push in the same direction: towards more inflation. Some say Ms Warren is ‘unelectable’. But they said that about Mr Trump…
After last week’s two-day panic, calm has returned to the markets. But for how long? Australia’s stock market fortunes follow the US. So you absolutely need to keep your eyes on that market…
I predicted in 1988 forward that the massive baby boom generation would peak in its spending by late 2007. Simply that 46-year lag for peak spending of the average household. That happened on cue and…