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…
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July 18, 2024
Market Chatter
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
Market Chatter
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
2022 wrap and 2023 outlook
The year 2022 was a stinker. In financial terms at least. The Russian invasion of Ukraine, leading to an energy crisis, resulting in rampant inflation, followed by central banks around…
January 16, 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
Market Chatter
October Markets Update
Stocks are in a bear market and with the energy crisis not improving, the odds are that many G7 countries are headed into a recession. Investor and consumer sentiment readings…
October 23, 2022
Interest Rate Cycle – what it means for Shares
What have we learned from past rate hike cycles? In this post I dive into some of the details that are important for you to understand.
September 4, 2022
Inflation is rampant, are we also now headed for a recession?
In recent months the US first quarter GDP was revised to -1.6%. The Q2 results are not yet in, but the Atlanta Fed publish a ‘GDPNow’ data series that is…
July 5, 2022
Who’s been swimming naked!
Warren Buffett's famous quote, 'only when the tide goes out do you discover who was swimming naked' is very prescient for todays markets. With the onset of interest rate rises,…
May 14, 2022
There is a LOT going on!
Some months are just plain boring. Some months there is just too much to try to get into one story without running to 20 pages and then losing the plot.…
April 11, 2022