LOWER BOND YIELDS: US 10-year bond prices have fallen sharply, and yields doubled this year to 3%. This has driven equity valuations below average, and led the correction. Our...

If you're reading this, you are using telecommunications. Whether you're on your computer, mobile phone or tablet, telecommunications are making it possible! Telecommunication,...

WHO’ RIGHT: Financial conditions are tightening, equity valuations falling, and markets near -20% ‘bear’ territory. IPOs plunged and only focused on Value stocks. Yet managements...

NOWHERE TO HIDE: All asset classes, bar commodities, have been swept up in a sharp sell off. Risk-aversion spiked as Fed accelerated its inflation-driven interest rate pivot and...

RELIEF: Today’s May US inflation report could be a key inflection point, with year-over-year rates peaking, and month-over-month decelerating sharply. Normalization toward the...

VALUE: The world’s 8th largest equity market (AUS200), was one of few in the green this year, along with many fellow commodity-heavy and forgotten Value markets  like UK, Canada,...

The rapidly evolving crypto ecosystem is being dominated by two powerful trends: First, new scalability technology is bringing blockchain to the brink of widespread adoption....

BUCKLE UP: Investors are panicked by the Fed’s unprecedented double-barrelled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation' forecast of 10%...

HIGH PRICES: There are many crosscurrents buffeting oil around $110/bbl. currently. The US and allies are aggressively selling oil from their strategic reserves, whilst demand is...

EXPECTATIONS: Markets are braced for the first 0.5% Fed rate hike in over two decades. Investors are pricing a hawkish interest rate peak of 3.50% mid next year, and a $95...