Right now, pass the cash parcel is in full swing, and central banks are only very timidly trying to reduce the size of the parcel. That’s basically why you’ve seen the US stock market rise unimpeded for the past two years. Central banks are behind the curve. There is too much cash in the system given the positive investor psychology that is unfolding.
The proviso of this thesis though was that there needed to be ‘an India’ to take up the slack left by China as it stalls. But what if the current slowdown is the bust? And what if China, instead of crashing, recovers and booms over the next few years? A double boost to the global economy, from the two most populous nations in the world.
There’s plenty of momentum to come from the US housing market. This is important because it will drive the US economy. And yet this process is widely underappreciated in the mainstream media. Hence why there’s a persistent sense that the US is close to a recession. I don’t see that happening in the immediate future. The charts aren’t suggesting it.
There’s no question that spotting growth in emerging countries — economies in need of our resources — at the right time is a huge opportunity for Australian investors. And luckily, I think there’s an equally compelling story right now that could have similar benefits for brave investors. It’s not in China though…
In the 1990s, speculators flocked to the biggest speculative opportunity they had seen in their lifetime — tech stocks. As it happens, right now, folks are calling the top of another great speculative market — cryptocurrencies. If some of my colleagues are to be believed, this is the biggest speculative boom, not just of our lifetime but of all lifetimes.
China's President has called it ‘the project of the century.’ The initiative is motivated by a desire to boost economic growth in both China and nearby countries. This will provide a growing market for trade. It’s the largest overseas investment plan ever launched by a single country.
With the Trump tax cuts likely to prop up confidence and the US economy, I think you should have at least a part of your portfolio in some speculative sectors. If the good times are going to continue to roll, you want to make sure you’re making hay while the sun still shines.
In this article Ryan explains why the notes in your pocket will be as foreign to your kids as farthings, crowns and half pennies are to you and I. The forces of power have decided they need more control. But this secret ploy has been thwarted by a plucky group of misfits, cypherpunks and cryptographers. And they look to be winning…
It appears Sky and Space Global Limited [ASX:SAS] are staying true to their name by reaching for the share stars, as their shares surged over 20.55% this week.
Earlier this week, Japanese stock market index Nikkei 225 saw their stocks decrease by 0.15%. What caused the drop?