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The war on common sense,

The United States is at war with common sense and it is a war it will not win. This special report, United States: The war on common sense, details how the US government and F […]
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Distorted reality,

Picking crashes is impossible... timing crashes is impossible. If you require a forecast in order for your investment thesis to do well, then I think you're doing it wrong.- M […]
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Money, money, everywhere,

The world is awash with money. That is the theme of our first special report for 2018, and it holds true with some caveats. Money and credit have been readily available to tho […]
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It's not just houses and cryptocurrencies,

A new year, yet the same familiar landscape: assets are expensive! And it's not just the headline-grabbing cryptocurrencies or metropolitan houses, either. Equity markets in m […]
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What's up with Australian employment?,

Since February of this year the employment to population ratio - our preferred measure of labour market strength - has staged somewhat of a recovery, reaching nearly 62%. That […]
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Bitcoin: Same same, but different,

There is no denying that Bitcoin is all the rage. Take the latest headlines from a random selection of news outlets this week: Bitcoin: Mainstream Baby! Whales Hang Onto Their […]
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The Bitcoin bonanza,

The price of a single Bitcoin is now over US$8,000. It is quite a remarkable feat for an asset that exists only in the digital world, its value coming not from a physical use […]
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Where's the inflation?,

The Reserve Bank of Australia (RBA) continues to be perplexed by the lack of consumer price inflation (CPI) in Australia, citing it as one of the reasons it has held the overn […]