Insights

The five reasons why the $A is likely to rise further - if recession is avoided

The 2024-25 Budget

Another surplus, but bigger medium term deficits with more big spending, including on a “Future Made in Australia” Introduction The Budget is aimed at trying to lower inflation in the near term but supporting Government priorities including formally launching a “Future Made in Australia” (FMIA) over the medium term. In

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The five reasons why the $A is likely to rise further - if recession is avoided

Israel/Iran fears and rate cut uncertainty

– shares are vulnerable to a bout of volatility but here’s five reasons why the trend will likely remain up Introduction From their lows last October, it has been relatively smooth sailing for shares – with US shares up 28%, global shares up 25% & Australian shares up 17% to

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The five reasons why the $A is likely to rise further - if recession is avoided

Seven lasting impacts from the COVID pandemic

Introduction It’s four years since the COVID lockdowns started. The pandemic ended when it morphed into the less deadly Omicron variant in late 2021, but just as a sound can reverberate around a room the effects of the pandemic continue to reverberate in economies. Putting aside the long-term health impacts

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The five reasons why the $A is likely to rise further - if recession is avoided

Bitcoin to infinity and beyond… again!

Introduction After another 80% or so plunge from its high in 2021 to its low in 2022, Bitcoin has rebounded again to a new record high. The next chart shows Bitcoin’s price relative to the $US since 2010, both on a regular scale and on a log scale to show

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The five reasons why the $A is likely to rise further - if recession is avoided

21 great investment quotes

Introduction Investing can be scary and confusing at times. But the basic principles of successful investing are timeless and quotes from experts help illuminate these. This note revisits a series on insightful quotes on investing I first started a decade ago. The aim of investing “How many millionaires do you

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