Ronan McMahon Escapes the Rat Race
So for the next week, you’ll get something different from us here at The Rum Rebellion. You’re probably familiar with the work of Dan Denning, who is a regular contributor to this publication. Dan works…
The ASX doesn’t move in isolation. Frequently we see sell-offs in the US stock market lead to sell-offs on the ASX. We cover recent factors driving the performance of the ASX include things like Brexit, the Federal Reserve interest rates, and commodity prices. Here you can find our coverage of global markets, usually related back to the Australian stock market. We include snippets of world market news with analysis to paint the picture.
We also look at major movements in currency markets (forex) for clues about which way global markets are heading.
This includes the Aussie dollar in relation to major crosses such as the USD, the GBP, the JPY, and the CNY.
We discuss movements in bond markets as low interest rates force investors to search for yield.
Occasionally we will talk about emerging markets too, as trends here can tell us more about global growth.
So when we talk about global markets, whether that be the Chinese economy (which is increasingly debt laden), the US market or even the ailing Japanese and EU markets, we aim to cut through the typical narrative.
We are contrarian because investing with the herd often leads to poorer returns.
Sometimes action is sector specific.
For example, when the US tech sector gets pummelled Aussie tech stocks frequently also decline.
But broad-based moves, driven by trade war/deal developments, also sweep up ASX-listed stocks in their wake.
We present a variety of views on global markets at The Rum Rebellion.
Not all our editors think alike.
But what you can be certain of is that we are not an establishment media outlet.
We all agree that globalisation has left many investors empty handed — hoodwinked by low interest rates and technocratic manipulation.
To make our point, we use informative charts and profiles of major companies.
We aim to dig beneath the surface and go behind the headlines that you will find in mainstream financial news outlets.
By following our coverage here, you can understand major trends in global markets as well as any warning signs (or opportunities for profit) we spot along the way.
So for the next week, you’ll get something different from us here at The Rum Rebellion. You’re probably familiar with the work of Dan Denning, who is a regular contributor to this publication. Dan works…
It’s time to look ahead, to greener pastures. In fact, before we wrap up for Christmas, I want to focus on some key areas I believe could substantially beat the wider market in 2021…
Trading is ruinous to your wealth…and if you lose enough money, your health as well. Trading markets is another form of gambling. Not only are you betting on price action heading in a certain direction…
Boris’ latest lockdown has stolen south-east England’s Christmas. Reduced sales and increased costs…that’s not the best of equations for businesses. You walk the streets and shop after shop is closed…
Money is neither wealth nor capital. It is what we use to measure them. But if a government simply ‘prints’ money, as if it were real capital, it cheats people, weakens the economy, and makes…
More money! Whoopee! The idea is simple enough. The experts say that if we just give people money, they will spend it. Businesses will make sales. Consumers will consume. It will look like a healthy…
When you strip away the emotion and look at the data, the conditions in 2020 are nothing like they were in 1920. The only similarities I can see between the two periods are they both…
What goes up eventually comes down. But in financial markets it’s not because of gravity. It’s because of a change in expectations. That change usually revolves around inflation…
What is clear to us from this experience is that ‘stimulus’ measures are a fraud. The ‘science’ behind them is quackery. The theory is preposterous. In practice, stimulus never works…
CBDCs would give more power to central banks, more control over the economy and even the ability to compete against commercial banks, because CBDCs would allow people to hold accounts directly with the central banks.