Shadow Banking Forced into the Spotlight: Archegos Implosion Explained
A timely reminder of just how opaque this shadow banking underbelly is. Financial systems that have the power to erode retail investor wealth even when you
The US Federal Reserve
Where Are You in the Money Queue? – The Rising Bond Yields Effect
While the charts show most major indices are still within a stone’s throw of all-time highs, rising bond yields have made investors a bit skittish. That’s the rising bond yields could be bad news for investors...
Three Days Left of JobKeeper — Here’s How Investors Should Respond
Sunday is when the government's long-running stimulus bonanza (JobKeeper) comes to an end. A pivotal moment that'll be like pushing a baby bird out of the nest for the first time...
Investors Are More Afraid of Inflation than Central Bankers
When I look at what's happening in the stock market right now, I feel like I'm living in some kind of Topsy Turvy nightmare. One where investors have become terrified of inflation, while central bankers have simply shrugged it off...
Cash Savings Won’t Be Viable Ever Again — Flushed Out by Inflation
Cash savings get flushed out by inflation and ultra-low interest rates. That is if you are getting .5% on your cash savings account, and inflation is 3%, you are just haemorrhaging money by keeping it there...
China and the Future of Money — Central Bank Digital Currency (CBDC)
China took the first step towards launching its central bank backed digital currency (CBDC). Fintechs like Ant Financial are aggressively remodelling the concept of money and central banks are as fearful as their second...
Economic Outlook — What Emerges from the Rubble of COVID?
What type of life will emerge from the rubble of COVID? Learn the economic outlook and ramifications of the COVID crisis and what a post-COVID world will look like. An economic time bomb is ticking...
Biden, Bitcoin, and the Future of Money — When Fiat Currency Fails
Massive spending and tax hikes will have huge implications for the future of money and the global monetary system, which is why I’m tipping Bitcoin [BTC] to beat all other asset classes again this year...
RBA Interest Rate May as Well Be Zero — The Impact of Negative Rates
It’s not quite negative yet. But it’s getting mighty close. More money printing hijinks are afoot and a cash rate of .1% may as well be zero. What can we learn from countries that went negative though?
Jerome Powell, the Inflator — The US Fed’s Policy on Inflation
Jerome Powell has abandoned any care about inflation... The US Federal Reserve Chair confirmed this at this year’s (virtual) Jackson Hole summit. Stating that the Fed would no longer be strictly targeting an average 2% inflation rate for the US economy...