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Happy Anniversary!

Its 25 years since the Dot Com bubble burst. Surely history can’t rhyme so perfectly can it?

This Changes Everything?

It’s been a rather eventful month.  In case you haven’t heard, Donald Trump has been victorious in the U.S. presidential election. What does this mean for markets?

Macro Crosscurrents

It’s an exciting time in financial markets.  According to many respected macro observers, there’s a sense that we’re on the cusp of change… a shift in “what’s working”… potentially a profound shift…

The Boy Who Cried Wolf

The boy who cried wolf is a popular story in the financial markets world. It’s a story that’s stood the test of time - having its origins in ancient Greece as one of Aesop’s Fables.

More New Year Observations

The new year is well underway now. So far, the year is tracking much the same as the previous year ended with many of the trends continuing.

2023 Update and 2024 Outlook

It’s that time of year again… Summer has arrived in Australia. Santa is packing up his sleigh and readying the reindeer for their annual pilgrimage.

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