No picture is complete without including data from the worlds largest equities market. This data is available from the Wall Street Journal.Details
I have a view that we never really had a true mining boom – we have a mining infrastructure boom which is a very different thing. This infrastructure boom was predicated on a small upswing in demand from China – it was not based upon an explosion in commodities prices which would have been symptomatic…Details
I do enjoy listening to the market.
As can be seen from the graphic below the local market has endured an extended period of under performance relative to other Western markets. Yet, its performance is largely in line with a handful of Asian markets. It has long been my view that local investors unfortunately suffer from a Western- centric hangover – in…Details
I thought I might take a bit of a longer look at the events of last week and see what they might mean; if anything. One of the interesting things about markets is the presence of perma- bears – that is traders/pundits/general idiots who no matter what the market condition are constantly calling for the…Details
Recently on the Google box there has been a debate as to whether gold is either a better investment than equities or is in fact actually a hedge against inflation. This debate is interesting because of some of the logical fallacies both sides make in trying to justify their arguments. If you ask the simple…Details