Economics 101 will tell you if you’re creating more of something, then the price of it (the value in this case) will go down. That’s what’s happening with cash. And no one really knows the consequence of this on the global economic situation. But as long as the opportunities are out there, I remain bullish.
My guess at this point is that the next sell-off will result in a panic in some parts of the market. And this may lead to a buying opportunity. The best way to outperform over the long term is to take advantage of others’ mistakes. And often, those mistakes are psychological.
Are we on the cusp of yet another rise in geo-political risk in the Middle East? It looks that way, and the implications for global markets could be massive. Where will you see it most from an investment perspective? Where you always do; in oil.
In this toxic political climate, investors have never been more jubilant. All around the world, shareholders are making hay. Even emerging economies are going well, too. As an investor, it pays to invest with the trend. And that trend is clearly on the up. For now, at least.
Snap Inc. It was billed as the next big tech stock that had investors frothing. The next Facebook Inc or Google. Unfortunately, It’s been a rough year for the company and for shareholders. It could get worse before it gets better. The earnings report is in and, well, things aren’t looking good…
For our heavily weighted mining and banking based stock market, there’s been no real tailwinds to really drive the general index along. Thankfully this could be set to change…
Today we’re talking about a pivotal change in technology and investment history. Because one is coming. Far sooner than you may realise... and the smart money is already moving on this.
If you can afford a Ferrari when times are great, it’s likely you can afford a Ferrari when times are tough. This morning, Bloomberg highlighted that Ferrari could be considering a line of SUVs.
If Donald Trump was a start-up, he’d be the perfect disruptor. As Trump has shown from day one, it’s dangerous to bet against him. Maybe the smarter thing to do is to bet with him? If so, tax cuts and infrastructure spending could prop up the US economy for a few years yet.
If history is any guide, we need to see the kind of share price rises that turn the doubters into believers. It’s a sad fact that the general public tend to get optimistic at exactly the wrong time. Clearly that time is not now. The good news for you if you want to invest in growth is that the ‘melt-up’ phase is still ahead of you.