Thursday, November 21, 2024

Nov 2024

1-4 out of 4 results.
Real Estate and PropertyInflationInternational shares
House prices -v- other Real Assets part 2: Microsoft & US shares

House prices have soared – but that’s mostly just inflation due to continued debasement of paper money.  Compared to other 'Real Assets', house prices have fallen in value over time.  Case in point: US shares.   

Ashley Owen Nov 15, 2024
Commodities & MiningReal Estate and PropertyInflationMoney
The house price myth: Sydney house prices -v- other Real assets part 1: Gold

House prices have soared to astronomical levels in recent years, but have they really? No. Only if you measure them in terms of the increasingly worthless paper money that governments are deliberately debasing.   Comopared to other Real Assets, house prices have actually fallen in value! For example: gold. &

Nov 13, 2024 2
It’s not just a US boom: 80% of share markets are up in 2024. What drives global booms & busts?

It’s not just about US 'big-tech'.  Most other countries are up, and a dozen markets are up even more than the US.  Why are booms and busts global?      It is time for the next big sell-off?

Ashley Owen Nov 11, 2024 2
Financial MarketsInflationInterest ratesAsset classes, asset class returns
October 2024 snapshot: shares & bonds fall as Trump takes lead in polls

Here’s my snapshot on global markets for Aussie investors – including my Top 5 factors moving markets. What is the big policy difference between Trump and Harris that is moving markets?  Why have gold and bitcoin been the best asset classes this year?  Will the Fed and RBA cut rates this week?  

Ashley Owen Nov 04, 2024

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“Ashley’s unique fact-based analyses and insights into Australian and global markets are always worth reading. He has an incredibly deep and comprehensive store of financial markets data.”

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The information contained in this document relates to historical, factual events and returns, and contains general commentary and observations about financial markets, asset classes, and asset allocation. This document, or any part thereof, does not, and is not intended to, constitute investment advice, or financial advice, or financial product advice, in any jurisdiction in which it is published, re-published or read. It does not recommend, encourage, or influence readers to buy, hold, sell, or deal in any financial product or security. Where securities of financial products are mentioned, it is purely for the purposes of illustration, context, and/or education, and not intended to influence anyone to buy, hold, sell, or deal in it. The information is current when written. All reasonable measures are taken to ensure its accuracy at the time of publication, but the author accepts no responsibility or liability for any errors or omissions. This document is only provided to, and intended for, holders of Australian Financial Services Licences. It should not be used or relied upon by any person or entity other than a duly licenced AFSL holder, or authorised representative thereof. The author receives no benefit, financial or otherwise, from any product provider, or product issuer, or any other firm involved directly or indirectly in the provision or services in or to financial markets or industries, whether mentioned in the report or not. Any opinions expressed by the author are his alone, and are intended for the purposes of education.