Friday, August 01, 2025
Margin Lending boom-bust signal of share market over-confidence - Not flashing red yet
I have never used or recommended margin lending, but margin lending volumes are a great barometer of boom-bust cycles. Where are we now in the cycle? Are we near the top of the market?
US Shares vastly over-priced + primed to fall - What will the trigger be?
The US share market hit new record highs at the end of March but has retreated a little in April. is this enough of a correction? Is the market still expensive? Is it the start of the next big correction? Here is my update on the US 'CAPE' ratio and what it means for returns
The Low Inflation era of great returns is over. Investing just got a whole lot harder!
Investors enjoyed unusually high returns in the past couple of decades because EVERY asset class posted above average returns when inflation was low. A blind-folded monkey with a dart board picking any random mix of asset classes would have done well! But that era of great returns from low inflation is over. What types of assets do best in different inflation conditions? What is the best inflation hedge? How to build long term portfolios for high(er) inflation?
Not all world share markets are hitting new highs. Here are the Pretty Good, the Bad, and the Ugly
Most world share markets are hitting new highs this year, but some are not Here they are - the Pretty Good, the Bad, and the Ugly How does your country rate?
Dozens of world share markets are hitting new highs - the myth of the Magnificent-7
It's not just the 'Magnificent-7' US tech giants, and it's not just US shares. There are dozens of share markets hitting new highs all over the world. Want proof? Here they are!
March 2024 Snapshot - Shares keep rising despite strong economy + sticky inflation
March 2024 snapshot – Fed + RBA warn inflation not yet contained, but shares keep surging Here is my essential 1-page snapshot for Aussie investors – What is happening in local and global investment markets and Why.
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