Newsletter

After reading about where I’m seeing future problems for debt investments, it would be possible to think I’m pessimistic about the investment outlook for my clients. That couldn’t be further …
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George Bush once famously mangled the old saying “fool me once, shame on you; fool me twice, shame on me”. Whilst it’s embarrassing watching the video of him trying to …
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The debate over the longevity of the economic boom in China has long divided economists and financial market participants. On one side are believers that China’s economic miracle will continue, …
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The RBA quietly admits responsibility for bubbly house prices This month the RBA quietly admitted that low interest rates have played a big part in the rise in Australian house …
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Howard Marks has long been regarded as one of the great investment communicators; wise enough to understand how investment markets work and witty enough to explain it in an interesting …
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Ray Dalio has written a seminal book on debt crises in his recently released “A Template for Understanding Big Debt Crises”. In the first section, the book takes readers through …
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