One and done – or more to come?
The RBA cut rates as expected yesterday. The new Overnight Cash Rate is 4.10%. Banks were quick to announce when they would pass it through to mortgage holders. But are…
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February 18, 2025
Returns and Risk!
Our previous post mentioned some particular asset returns from 2024. We also mentioned the divergence in Bonds, where short rates are coming down, yet long term rates have been going…
January 12, 2025
2024 Review – Should have bought Fartcoin
RETURNS HAVE BEEN GOOD – EVEN EXCEPTIONAL! Financial market returns in 2024 have been favourable for most sectors, but none more so than crypto. Bitcoin was up 150% during 2024,…
January 4, 2025
Market Update – November 2024
The big news today is the return of Donald J. Trump to as 47th President of the USA. Poll’s had it too close to call. But the betting markets had…
November 6, 2024
What are interest rates telling us?
In the world of finance, the relationship between the Official Cash Rate and bond yields typically follows a predictable pattern: when the RBA or the Federal Reserve cuts interest rates,…
October 13, 2024
The year that was – and what’s ahead?
It was a great financial year for markets. Although things looked a bit shaky in September and October 2023 it was in early November that the markets perked up, and…
July 18, 2024
Market Chatter Q1 2024
Our first chart in this update shows the 12 month returns for some of the major markets that investors generally have exposure to. (we use these common exchange traded funds…
April 1, 2024
Financial Year 2023 – Investments back in black
Share markets have posted solid returns in the financial year ended 30 June. While the month of June 2022 was a shocker, where the ASX fell 8.25% and the S&P500…
July 29, 2023
Hope Page Mark
A run on banks and cryptocurrency
An old fashioned bank run – accelerated by rumours that spread at internet speed and massive withdrawals – hit Silicon Valley Bank (SVB) on Thursday. Depositors pulled a massive $48…
March 12, 2023
Weak markets in 2022 – what’s next?
This has been, by most accounts, a terrible year for markets. Global equities are down, bonds are terrible, and property prices are coming under pressure. So far it has been…
December 11, 2022