Politicians, Gangsters, and CEOs
Although, hopefully, they’re choosing CEOs and board members who are right for that stage of a company’s lifecycle.
Central Banks
Watch the RBA Decision Closely Today
The key here is that wage inflation would underpin sustained inflation across the whole economy. So if wages are heading higher, that’ll give the RBA confidence that inflation is sustainable.
The Fed Is Preparing to Pull the Trigger
First and foremost, the more important story than the Fed this week (in my opinion) is the recent reversal by China. Beijing has finally decided to lift its import ban on Australian coal
Bullseye! Why 7 January Was the Crucial Day for Interest Rates
The Fed will try to avoid moving rates in January if they can. It would go against their recent guidance.
A Miserable Outlook
The miserable outlook for the world’s most important economy The Biden economic program — of more spending, higher taxes, more regulation, open borders, and a war on fossil fuels — is coming
Investing in an Unreal 2022
I expect a tidal wave of investing cash to move to this area of biotech due to Pfizer and Moderna’s success, and this part of the biotech sphere will benefit in the same way Tesla did.
Trader’s Corner — The Most Overpriced Asset in the World
The surge in inflation numbers over the past few weeks has caught most people off guard, and I don’t think the market is well-positioned for a sustained period of high inflation.
Central Banking Pivot Fails to Unnerve Markets
Meanwhile, over in the US, the Fed finally pulled the ripcord on its taper talk, confirming that tapering will begin later this month. A decision that historically leads to a ‘taper tantrum’ from markets.
Tesla’s Success Puts the Market Mood into Perspective
Again, just as Ryan Dinse suggests, it seems perspectives have changed. Whether or not it will come at a cost is the real question.
Nuclear Subs, Evergrande, and the Iron Ore Conundrum
It’d be very contrarian to take trades on iron ore at this stage, and the coast might not be clear until some support comes in on the iron ore spot price.