History Lessons in Financial Markets

History Lessons in Financial Markets

You’re in for a treat today, dear reader. We’re suspending the normal approach of the Weekend Markets and Money to clear the floor for a man we’ve discussed quite often in these humble pages: Phil Anderson. We’ll tell you why, and the advantage you can lock in today.

Phil has been an active trader in the markets for over twenty years. You might be aware of him through his real estate research, and his call last year for a coming boom, which he recorded in the DVD Remembering the Future. That DVD caused a stir — to say the least — because it contradicted so heavily with the position of your regular editors, Dan Denning, Greg Canavan and Nick Hubble. But we’re a big tent here at Markets and Money headquarters. There’s plenty of room for well-researched, independent ideas. It’s always important, too, to consider the other side of the trade. Australian and US real estate, after all, have gone up.

The first thing you discover about Phil’s work is his incredible knowledge of history. And if you ever want evidence that history repeats in financial markets, Phil can give it to you in spades. That’s how Phil navigated his way — and his money — through the carnage of the GFC: 100% in cash. He was out of the markets before it happened, because he saw it coming. We can vouch for that because we verified the emails he sent out in those years. He must have picked up some screaming bargains in 2009 and later. But we can only speculate on those.

But Phil knew the collapse was coming because he’d seen the same thing happen over and over again throughout history. That’s mostly what his book The Secret Life of Real Estate and Banking is about. But it’s the reason why that’s the key.

That reason, he says, is what happens to the economic rent. The economic rent is not a term many people are familiar with. We certainly weren’t until Phil put it in front of us. It’s not the easiest idea to get your head around, either. But nothing in life worth having is ever easy, we suppose. But the economic rent provides the model for how Phil views the world, where he decides to invest his money and how he interprets current events. Phil is quite adamant that once you understand the concept, you never look at the world the same way. Your investing becomes a lot more profitable too.

Phil’s going to elaborate on this in a series of upcoming videos with Dan Denning in preparation for the launch of a new project we’re working on. You’ll only be able to view them by signing up here. In the meantime, you can read Phil Anderson’s essay here as he takes a look at the Ukraine


Callum Newman+
for Markets and Money

Free report reveals:

Aussie Dollar Crash 2017

Markets & Money Free ReportWhy our currency could be headed below 50 US cents…what the dollar crash could mean for you…and what you could do today to protect yourself from the fallout.

Download this free report right now and discover:

  • Why the Aussie dollar could tumble in 2017: Greg reveals his detailed analysis on what he believes to be the coming Aussie dollar crash, and why you could see our dollar plunge as low as 50 US cents.
  • Our $1 TRILLION ‘debt-bomb’: Aussies have borrowed over $1 trillion to maintain the lifestyle we’ve become accustomed to over the last two decades. Greg explains how a plunging dollar could detonate this ticking ‘debt-bomb’. And why your wealth, lifestyle and retirement dreams are in the firing line.
  • REVEALED: The Middle Kingdom growth ‘mirage’: If you think all is well in China — think again. Greg reveals why he believes China’s synthetic economic growth could have a devastating effect on the Aussie dollar and, by default, your wealth.

To download this FREE report right now — plus, to take out a subscription to the free daily e-letter Markets and Money — simply enter your email address in the box below and click ’Send My Free Report‘.

We will collect and handle your personal information in accordance with our Privacy Policy.

You can cancel your subscription at any time.

Callum Newman

Callum Newman

Callum Newman is the editor of Markets and Money and Associate Editor of Cycles, Trends and Forecasts.. He also hosts Markets and Money Podcast.

Originally graduating with a degree in Communications, Callum decided financial markets were far more fascinating than anything Marshall McLuhan (the ‘medium is the message’) ever came up with.

Today Callum spends his day reading and researching why currencies, commodities and stocks move like they do. So far he’s discovered it’s often in a way you least expect.

To have Callum’s thoughts and insights on the current state of the currency, commodities and stock markets delivered straight to your inbox, take out a free subscription to Markets and Money here.

To receive Callum’s other financial eletter Cycles, Trends and Forecasts you’ll need to be a subscriber. You can do so here.

Official websites and financial eletters Callum writes for:

If you think Callum’s financial world view and investing style closely matches your own, or is something you’d like to know more about — then don’t hesitate to join his Google+ profile.

Doing so will give you the following advantages:

  • You’ll have a snapshot overview of when Callum has new articles published online so you can keep track of his investment ideas and financial world view more closely.
  • It will allow you to follow items of interest Callum highlights on the web which he feels are important for investors to take note of — and that he can’t always fit into his regular eletters.
  • You’ll be made aware of when he’s speaking at investment conferences or attending exclusive events that could help broaden and enhance your investment outlook.
  • You’ll be able to show support for his articles and financial world view by ‘+1ing’ anything he writes, as well as see recommendations by other people within your circles of interest who may share a similar outlook to your own.

If you don’t already have a Google+ account, you can start one here.

You can also join him on Twitter here @CallumRN

To read more insights by Callum check out the articles below.

Read more

Leave a Reply

Be the First to Comment!

Notify of
Letters will be edited for clarity, punctuation, spelling and length. Abusive or off-topic comments will not be posted. We will not post all comments.
If you would prefer to email the editor, you can do so by sending an email to letters@marketsandmoney.com.au