Australian recession

Winning Streaks Always End

Our economic winning streak is in record breaking territory. The last recorded recession in The Lucky Country ended in June 1991. But that’s not how life should work.

Crises Leave Their Scars

Having had so many years without a crisis has meant that Australia is one of the few countries in the world still able to offer a range of opportunities. But, there are worrying signs.

Is China A Ponzi Scheme?

Before stepping down as China’s central bank governor, Zhou Xiaochuan made a clear warning to the current political party. He told them to cut corporate lending, or face their ‘Minsky moment’.

What to Buy In Times of War

Hedging your portfolio against political risks is one thing. Hedging against nuclear war is a completely different ball game. If things ramp up between the US and North Korea, what will be the safe haven?…

Markets & Money