2022 Edition #6 : Part 1- Show me the money aka drinking the kool-aid

1 April

Big Picture A lot happening but I will try to keep it short and "real" Firstly, a slight change in format this week, but little change in content. Give us feedback. Be careful... not all Black Swan's are the same. This bloke claims the...[Read More]

2022 Edition #6 : Part 2- FX, Commodities & Politics

1 April

Banks Banks share prices continue to climb as value and dividend stocks come back into vogue. Given the breadth of natural disasters around the world, I am not sure I would want to be in insurance or insurance underwriting. The Aussie Dollar...[Read More]

2022 Edition #6 : Part 3 – Housing, Crypto & Thoughts

1 April

Housing The planned increase in migration is an interesting one regarding housing. Nearly half a million more people to house in the next few years. Undoubtedly, the biggest one 'thing' in house prices is the cost. Part A of the cost is purchase...[Read More]

2022 Edition #5 – The Skinny Edition

24 March

Big Picture I've been contemplating my navel for a week or so in a mountain cave. So, what has been happening? The epiphany I had was that these reports are too long - well at least a few reader's complaints helped me come to that...[Read More]

2022 Edition #4 – Dealing with New Issues

3 March

Big Picture Global picture is pretty bleak this week. Ukrainian conflict has been well covered by msn as well as social media. I'll touch on the market effects, but very much aware there is a far bigger humanitarian crisis unfolding. I was...[Read More]

2022 Edition #3 – Just Smoke and Mirrors

24 February

(written down by Black Swan) Big Picture Firstly, we don't condone smoking, of any sort. Lots of reasons why, and one in particular will become clearer later. We had predicted that Putin would agree to Chinese requests to delay action on...[Read More]

2022 Edition #2 ÔÇô It is just getting silly now

13 February

(written down by Black Swan) Big Picture Like a crocodile lying in wait for a gazelle to cross the water, I have been hit with too many targets this week. The stupidity of the market is matched by politics here and abroad. The big data this...[Read More]

2022 Edition #1 ÔÇô New Year, same bull

3 February

(written down by Black Swan) Big Picture Wow - long time between drinks. With so much happening it was hard to know when to hit the restart button. Then again, if I won an award for laziness, I would probably get someone else to collect the...[Read More]

2021 Edition #43 ÔÇô Onwards and Upwards to 2022

14 December

(written down by Black Swan) Bad sandwich... Big Picture Last edition for 2021.  It is such a good edition, it has taken a week and a half. Nah, just kidding. IT issues. The ASX 200 is sitting at exactly the same level as 6 months ago. A...[Read More]

2021 Edition #42 – Time to retire transitory boofhead

3 December

(written down by Black Swan) Our best are at the ready... Big Picture Penultimate edition for 2021. Get your fix whilst you can. Big picture is a big week on so many fronts. It all started with the US Federal Reserve Chairman Jerome Powell...[Read More]

2021 Edition #41 – Yep, we have had a gutful

25 November

(written down by┬áBlack Swan) Is that a skunk hat? Big Picture Shorter edition as promisedÔÇŽ not by muchÔÇŽ US market carries onÔÇŽ seemingly endlessly. The S&P up 27% year to date. Ord Minnett are calling it a boom. Hard to argue...[Read More]

2021 Edition #40 – You gotta think…

18 November

(written down by Black Swan) Not sure who Mr Morans is but he must be good. Big Picture Long edition - but I promise a shorter one next week. In an edition late last year we concentrated on the investment time clock theory and I was asked...[Read More]

2021 Edition #39 – It is not a lie if you believe it…

11 November

(written down by Black Swan) Get on it. Big Picture A bit of subtle format change this week - hope you enjoy it. Otherwise, a more normal week. Just the standard crazy stuff. Bond yields in the US and here have fallen back down after a...[Read More]

2021 Edition #38 – The Australian Way

4 November

(written down by┬áBlack Swan)   The real Aussie way Big Picture What a week. I don't know where to start. The great thing about this Blog is that many readers are now sharing some great articles on various topics. Keep it up. So...[Read More]