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Perma-bears vindicated, but the damage isn’t over

The prophets of doom have seen their visions of a downturn realised, but the market is still tremendously expensive when compared with the bursting of previous bubbles. The bubble is finally bursting, but it took a while. It was last June when inflation flashed onto the scene for the first time since the 1970s, rapidly…

Lachlan Maddock | 24th Jun 2022 | More
‘We’re so fragile’: more gloom from permabears

Jeremy Grantham’s “wild rumpus” appears to have well and truly begun. But it might only be the beginning of a gloomy period for markets. Jeremy Grantham, chief investment strategist of GMO and part-time prophet of doom, has been unusually quiet of late. One would expect the severe market dislocation we’ve been experiencing since the start…

Lachlan Maddock | 25th May 2022 | More
Sovereign wealth funds ditch EM in risk rethink

The appetite for risk assets is turning negative, and the world’s largest investors are scurrying away from emerging market equities and debt amidst a rising tide of woe. Few would have predicted that the initial Covid market crash – in which it was determined, once and for all, that the windows on Wall Street don’t…

Lachlan Maddock | 27th Apr 2022 | More
  • Grantham calls ‘the death of the vampire’

    Jeremy Grantham believes the “superbubble” he’s been warning about for years is now on the brink of collapse – and that the “wild rumpus” can begin at any time. Calling the collapse of a market bubble is anybody’s game. One needs only to know that it exists – something now patently obvious to any investor…

    Lachlan Maddock | 21st Jan 2022 | More
    Why Douglass was right (and wrong) on omicron

    The emergence of omicron has seen plenty of blood in the streets, and the quiet vindication of one of Australia’s most divisive investors. But doomsday has been postponed again. Like him or hate him, Hamish Douglass was (probably) right. Lambasted for the subpar performance of Magellan’s flagship global equity strategy during an incredible bull run…

    Lachlan Maddock | 3rd Dec 2021 | More
    Why Cathie Wood believes in the ‘super-crazies’

    Implausible doesn’t mean impossible. But it remains to be seen whether the “creative destruction” that ARK Invest is banking on can trump the possibility that we’ve been in a bubble all along. They’re what legendary investor/prophet of doom Jeremy Grantham calls “super-crazies” – the wildly overvalued assets that start to appear shortly before the bubble…

    Lachlan Maddock | 23rd Sep 2021 | More