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Goldman Sachs - Blackpilled - 'Lost decade' risk
The S&P 500 has undoubtedly been a source of long-term wealth. Over the past four decades, asset prices experienced one of the most significant growth periods in financial history. More than 90% of the price appreciation in traditional equity-bond portfolios over the last 90 years occurred between 1984
The Australian Dollar - Iron Ore and China
The Australian Dollar seems to be edging higher over the next few quarters. By the end of 2024, we could see AUD/USD hovering around 0.69 and perhaps 0.72 somewhere, most likely late in 2025.
But it will be a long road that takes time. One of the
Global equity newsletter: "The Neoliberal Era Killshot" 18-07-2024
First of all, before looking at the markets, let's go over what happened over the weekend. Over the weekend, during a bustling rally in Butler, Pennsylvania, Donald Trump faced a near-fatal shot. A shooter, concealed on a nearby rooftop, targeted Trump. A gunshot echoed, and a bullet grazed