2023 Edition #3 or 1A ? Hurts me more than you.
Big Picture I could claim strategic and technical errors for delay, but truth is the market has me quite confused…
Read MoreTag: Capitalism
2021 Edition #38 – The Australian Way
The real Aussie way Big Picture What a week. I don’t know where to start. The great thing about this…
Read More2021 Edition #37 – Get the Mail Here
Rare reveal of inside the National Party Cabinet Big Picture We are still keeping an eye on inflation. Australia gets…
Read More2021 Edition #36 – Get Short
Great news for RBA and the FOMC Well – a shorter version anyway. No change to my portfolio. Big Picture…
Read More2021 Edition #35 – Opening Pandora’s Box
Too late Late issue again – like a brown bear at the height of the salmon spawning… it is a…
Read More2021 Edition #34 – Are we in Barney Rubble?
“Barney Rubble” ahead. Ethics and compromise. Are they two words not suitable or applicable in economic markets nor politics? Big…
Read More2021 Edition #33 – Here’s to you Pal…
Come on pal… Right… let’s get straight into it. I don’t always claim to have all the answers… let alone…
Read More2021 Edition #32 – Better than naval gazing
Naval gazing Long one this week – but much is in the Crypto space that you can skip over if…
Read More2021 Edition #31 – You gotta laugh
Rupert when asked if he was backing Albanese at the next election The RBA left cash rates unchanged at 0.1%….
Read More2021 Edition #30 – Time to change
More like a PhD in BS. When the market believed inflation may have surfaced, the bond market pushed short end…
Read More2021 Edition #29 – Just the fax
The fax are not always the facts More time slippage on the report this week. I must confess – watching…
Read More2021 Edition #28 – Australians are the winners
Time to find the mongrel within Iron ore is getting smashed. Not that long ago, many were talking about…
Read More2021 Edition #27 – On the home straight
Say what? Late edition again. I’ve been tied to the telly watching Olympics. Early candidate for Tweet of the…
Read More2021 Edition #26 – Gold Silver Bronze Coal
Careful, it bites. Mood in Australia has dipped. 11 million currently under lockdown. Put your masks on… I…
Read More2021 Edition #25 – To the moon
What happened to the weekend? Always hard to launch a week with politics, but my old mate Barnaby has the…
Read More2021 Edition #24 – Who is driving this bus?
No more horsing around. Sorry for delay, I had to get the Loire Chateau ready for the helicopter fly overs…
Read More2021 Edition #23 – Deer oh deer
At least no deer’s getting off Scott free. It has been that sort of week. Crazy stuff happening. “Follow…
Read More2021 Edition #22 – Let’s Re-Joyce
Yeah…those “leftie” AFR journo’s. How happy does Littleproud and “Sports-rort” look? Has Barnarby let one rip? Straight to the…
Read More2021 Edition #21 – Inflation…what inflation?
How lucky…. The much anticipated US Fed meeting addressed that elephant in the room – inflation. Much like a…
Read More2021 Edition #20 – Queen’s Birthday edition – China and crypto
Peta Credlin got a Queen’s Birthday gong, so it must be my turn next year… Late again – interstate…
Read More2021 Edition #19 – Lock it in Eddie – lock ’em in.
Apologies for delay in publication. I had exposure to a Collingwood supporter, so I have been isolating in…
Read More2021 Edition #18 – The short edition…calm down
Short edition – Mrs Swan and I are travelling interstate for the first time in what seems like…
Read More2021 Edition #17 – Yeah…nah….
You can’t argue with that… Chose that opening meme after seeing a US Republican talk about the dangers…
Read More2021 Edition #16 Fly me to the moon
That old bear of mine is under lock and key this week – I’m jumping on a few bandwagons and…
Read More2021 Edition #15 Really – are we that stupid?
Stupid is…stupid does The much anticipated Crypto melt down did not eventuate. Bitcoin recovered from sub $50k USD to be…
Read More2021 Edition #14 Dance monkey dance
I wasn’t there… Diggers Day long weekend – and thanks be to the few that have made sacrifices for…
Read More2021 Edition #13 Don’t throw your weight around here
Looking for a cup o’tea and a lie down.. More of the same – broadly higher equity markets everywhere….
Read More2021 Edition #12 Just scrawling….
Just scrawling… It is funny. When I made a humble living working in a bank, every piece…
Read More2021 Edition #10 (and 11) Easter cold cross buns
Could it get any worse? Yes it can… We missed last week. No real reason other than we…
Read More2021 Edition #9 – Happy (St. Pat’s) days are here
Follow the rainbow… Shorter report this week. For some years now I have felt time (like water) is…
Read More2021 Edition #8 – It’s not pear.
RBA Lowe?… I’ve had a week on the tools. Proper tools. Crowbar, spade, mattock stuff. Two things emerged. …
Read More2021 Edition #7 – Tongs are talking
I tried but failed… Wow – a quiet (ish) market week overshadowed by politics. Even Bitcoin seems…
Read More2021 Edition #6 – Don’t get too cocky
How much for a bridge climb? Yeah…nah The week was sort of same/same….but different. Great news from…
Read More2021 Edition #5 – Did we nail it?
Wait..Valentine’s Day – better check with Jenn…. I bought my Valentine a balloon as a present. Unfortunately…
Read More2021 Edition #4 – Weeknd, come at me bro’
Be a mummy not a dummy. $7M well spent…. Chart question last week got a spread of answers. One offer…
Read MoreUS Election edition #20
More on the election later, but first lets look closer to home. RBA sat on a strange Melbourne Cup…
Read MoreAre we there yet? Edition#19
A week out from US Election. Sportsbet have Trump at $2.70. Yep, I know polls and bookies are no reliable…
Read MoreUSA – what could go wrong?
USA – what could go wrong? Possibly like me, you have been watching the battle of Titans over recent years,…
Read MoreWe welcome you
Crazy times continue this week. If the year could be harnessed and reviewed it might be in a t-shirt: Now…
Read MoreAll you need is love, love….love
Black Swan has a wedding anniversary this weekend. The care is there. Speaking of care, what a week for our…
Read MoreI need money…
Biggest corporate fine in Australian history awarded to Westpac. $1.3 Billion Aussie dollars would buy a truck load of wagyu…
Read MoreTime for a reboot – or just a boot.
I want so much to keep away from politics this week. But just when you think you are out….they pull…
Read MoreIt’s a gas, gas, gas….
Looking in the rear view mirror to some earlier posts, it is becoming even harder to separate the market from…
Read MoreWe won’t be muzzled….
Same, same but different. We will cover the bigger issues shortly but I note NAB must have read our blog…
Read MoreOnly half good..get yer teeth into that
Forget the hope story of last week – like my hair, it is all receding. The worst kept secret was…
Read MoreScoMo is watching, or the eyes have it…
It is all about hope this week. Hope that we are near the end of winter. Hope that a vaccine…
Read MoreJust the recipe…
Victoria seem to be finally getting on top of its cluster. I don’t follow Vic politics closely, but the stick…
Read MoreIt’s OK – we’ve got this
The writer has been known to have a socially responsible drink or three occasionally. What really gets up my nose…
Read MoreThe glue holding this shit show together
Best endeavours to be up and about this week, but it is getting tougher to see that economic light shining…
Read MoreLook and you will find.
Your humble scribe (like Barnaby) remains highly aroused but confused. Is the market too optimistic and the US of A…
Read MoreJust a fark in the road…
Frydenberg told reporters in Canberra today. “The economic outlook remains very uncertain.” No shit Sherlock. The Back in Black budget…
Read MoreBias – I say bullshit
Hard to put an update together. I get a sense that we all have “unprecedented” financial fatigue. Even record data…
Read MoreI want to Breakfree
As if 2020 and this world could get any crazier – Kayne West has thrown his hat into the ring…
Read MoreBeware….The Cliff is comin’
In footy parlance it is half time. Near enough 100 days in and 100 days to go. When I say…
Read MoreThieving Bastards
Thieving bastards A bit harsh on Dentists, I reckon. What say we substitute Financial Planners, stockbrokers and bankers in there…
Read MoreTurn left or turn right?
So where to now for the Market? Admittedly I haven’t been a slave to the screen this week, but it…
Read MoreStockbrokers are not that smart…?
Late update that allows us to include Friday’s machinations. The plan was to dig a bit deeper into interest rates…
Read MoreJune 9 – Trump is a Dickhead
Welcome to the inaugural incognito insights – say that three times fast… I awoke to a fine but crisp…
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