This week, we turn to oil and oil stocks. With oil markets in free fall once again and everyone turning increasingly bearish on oil, the senitment towards energy stocks has never been worse in a generation or two. We also take a closer look at another energy market that’s fallen out of favor with most [Read More]
Greece – What Comes to Mind?
I warn you… I’ll get hate mail for this. I am a bad person. Perhaps, I spent too much time in European cities because Athens and Greece in particular always failed to impress me. Ok, they have a lot of crumbly buildings. But so do every other country in the region. Ephesus is more impressive [Read More]
World Out Of Whack: “This Market is Absolutely 100% Going To Crash”
Him: “This market is absolutely 100% gonna crash.” Me: “You sound so certain?” Him: “Just look at the valuations.” Me: “Pricey valuations don’t always culminate in a market crash. There are other factors to consider.” Him: “Trump trade is over, and I’m now 50% hedged on US exposure and net long EMs. Plus, the dollar is finished. [Read More]
Insider Weekly: Why US Rates Will Surprise Most Everyone (Even The Fed)
This week, we look at US interest rates and explain why we think a move in US rates will surprise most investors and market commentators out there and even the Fed. We also wonder if the commodity super cycle has finally deflated and point out a couple of potential big-payoff opportunities in different markets around [Read More]
Mr Creosote is Full
Maitre D’: “And finally, monsieur, a wafer-thin mint.” Mr Creosote: “No.” Maitre D’: “Oh, sir! It’s only a tiny little thin one.” Mr Creosote: “No. F**k off. I’m full…” [Belches] Maitre D’: “Oh, sir… it’s only wafer thin.” Mr Creosote: “Look – I couldn’t eat another thing. I’m absolutely stuffed. Bugger off.” Maitre D’: “Oh, sir, just… just one…” Mr Creosote: “Oh, all [Read More]
World Out Of Whack: What Happens When Things Can’t Get Any Worse?
Time is short so let me present to you one chart… to get you thinking in the right direction. Ok, I lied. Two charts… Pound pounded. Whyfore? Not one thing but many…. Brexit European Commission President Jean-Claude Juncker recently threatened the following: “The bill for the UK will be, to put it somewhat crudely, very steep.” Michael Barnier is [Read More]
One Of The World’s Greatest Bubbles Has Just Been Pricked
Australian (and New Zealand) housing market has been on an absolute tear for the past couple of years. We believe this frenzy won’t go on for much longer. In fact, 1 in 5 Australians are already struggling to pay their mortgage. So today, we look at a couple of ways to position for the burst [Read More]
Insider Weekly: “Dead Beat Dogs” In Today’s Overvalued Markets
In this week’s “musings” we re-examine the US stock market. Despite calls of an imminent crash our belief remains: correction possible but market collapse unlikely. We also look at nine beaten-up stocks that have the potential to deliver extraordinary returns over the next few years. And we wonder if a trade of the decade is lurking in the Land Down [Read More]
The Economics Of Warfare Have Changed
Economists measure economic variables. That’s a problem. They are but one piece of an incredibly complex puzzle: Behavioural psychology isn’t considered. Different realm… not their business. Warfare and the economics of it are measured poorly, if at all. Consider for a moment the impact of technology on every aspect of life. Now, consider its impact [Read More]
World Out Of Whack: While My Qatar Gently Weeps
Menopause, I’m told, is horrible. Men don’t know too much about it, and thankfully I’ve not been exposed to it… yet. One minute you’re hand in hand on the beach with your sweet adoring wife and the next she’s a sobbing wreck who wants to stab you in the thigh with a pair of knitting needles. This [Read More]
- 1
- 2
- 3
- …
- 53
- Next Page »