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…
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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
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
2023 Budget update
The 2023 Budget is out now, although most of the detail had been well telegraphed over the last few weeks. The forecast for the 2023 financial year is that the…
May 10, 2023
Silicon Valley Bank closure
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
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