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What Impact will US Elections Have on the Stock Market?
Global stock market performance from here to the end of the year will be heavily influenced by the US elections in November
Read MoreThe Role of Gold In a Portfolio
Gold has gained 66% in the last two years and just hit a new all-time high of $2075 last week, before pulling back sharply by over $200 in four days
Read MoreThe Second Wave Is Here
The much feared second wave of virus infections has arrived. Many have been worrying about such an event which may follow the 1918 Spanish Flu, causing a higher death toll
Read MoreThe disconnect between stock prices and the economy
Data shows that not only do stocks not follow changes in GDP, it’s actually GDP that follows changes in stock prices
Read MoreSuperforecasters: Wisdom of crowds versus trading on emotions
There are facts, informed extrapolations from analogies to other viruses, and with so much unknowns, most comments are just opinion or pure speculation
Read MoreInvesting during virus outbreaks
A plan based on hard data is the best way to analyse a changing situation
Read MoreEnd of the Year and End of the Decade: What to Expect
A decade ago, the prevailing investment view was that the world had reached Peak Oil, and oil companies were widely recommended as a core long-term allocation.
Read MoreThrowing Money Out of Helicopters
Ben Bernake, former Chairman of the Federal Reserve, earned the nickname ‘Helicopter Ben’ when he suggested in 2002 that helicopter money could always be used to stave off deflation.
Read MoreManufacturing Slow Down vs. Recession
On 1st October the US Institute of Supply Management Manufacturing data came out much worse than expected, causing a 2-day drop of 2.9%.
Read MoreBonds That Eat Your Money
The phrase ‘This Time it’s Different’ is described as the four most dangerous words in investing.
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