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Prepare to return to the ‘market of professionals’

A rising tide lifts all boats – but this one is starting to recede. After the post-Covid liquidity mania, the best of the best will have a chance to prove themselves once again. The world’s stock pickers have been in a rut these last few years. A phenomenal bull market has given them little chance…

Lachlan Maddock | 8th Apr 2022 | More
Guard against ‘unintended consequences’ of Ukraine: BCA

The fight in Ukraine is unlikely to spill over into a shooting war between Russia and the NATO countries. That doesn’t mean impossible, and investors “should absolutely worry about unintended consequences.” For the last month or so, investors have been reading the entrails of a beast they’re broadly unfamiliar with – geopolitics – to determine…

Lachlan Maddock | 31st Mar 2022 | More
Why investors should stop worrying (and learn to love the bomb)

The chances of a nuclear apocalypse are allegedly higher now than during the Cold War – but from a financial perspective, investors should “largely ignore existential risk.” A note from Canada-based BCA Research warns that the world now faces a ten per cent chance of a nuclear war – but that the prospect of nuclear…

Lachlan Maddock | 9th Mar 2022 | More
  • Can Trump pull a Bradbury?

    Before last week’s positive COVID-19 test, there was little doubt President Trump was on the comeback trail. Amid signs of an economic recovery, positivity around hopes for a vaccine, and progress on another fiscal stimulus package, all was looking up for a second term. Then came the ‘Presidential Debate,’ in which Trump brought Democratic candidate…

    Drew Meredith | 4th Oct 2020 | More