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News & Resources


Jobs Reality and the V Shaped Recovery
News18/09/2020 | 9470 Views
Jobs Reality and the V Shaped Recovery

Another sea of red on Wall St last night with everything sold off.  The reasons are not completely clear but it would appear to be a mixture of t

No Recovery until 2023
News17/09/2020 | 11781 Views
No Recovery until 2023

Last night the US Fed confirmed it was keeping near zero interest rates until 2023 and would continue with at least the current indefinit

Math, Risk and Return of Capital
News16/09/2020 | 11756 Views
Math, Risk and Return of Capital

After this recent Wall St correction the futures markets are telling us the herd are now bullish again with short interest on the NYSE falling

DeFi – Undoubtedly the Future
News15/09/2020 | 13483 Views
DeFi – Undoubtedly the Future

Decentralised finance, or DeFi, aims to give users an alternative by removing the need to trust centralised parties and traditional financia

“All Time High Fragility” – Handle with Care
News14/09/2020 | 12381 Views
“All Time High Fragility” – Handle with Care

There is a tonne of investor cash looking for a home in markets at a time where there are no clear safe bets.  The central banks’ l

Insolvency Phase – Now v Great Depression – How this ends
News11/09/2020 | 15097 Views
Insolvency Phase – Now v Great Depression – How this ends

More heavy losses on Wall Street last night signal we could well be in the terminal throes of the “Hope Phase”.  Last night

Lost Silver – Why that’s good!
News10/09/2020 | 13746 Views
Lost Silver – Why that’s good!

When asked why gold and silver have intrinsic value the answer is ultimately about how rare it is and the fact that it can’t simply be

Calm Before the Insolvency Storm
News09/09/2020 | 14255 Views
Calm Before the Insolvency Storm

Raoul Pal’s “The Unfolding” thesis continues to play out.  As we outlined, his thesis plays out in 3 phases.  Firs