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News & Resources


The Wealth Cycle Peak in Australia
News05/07/2017 | 8697 Views
The Wealth Cycle Peak in Australia

Yesterday we wrote about Incrementum’s concept of being on the precipice of a wealth transfer and it is worthwhile noting how this idea can be o

Incrementum’s Annual “In Gold We Trust” Report
News04/07/2017 | 9549 Views
Incrementum’s Annual “In Gold We Trust” Report

Gold was under strong pressure overnight with selling taking advantage of the thin 4th of July holiday period. A strong rebound in the USD exacerbated

Investing: It’s about context and education.
News03/07/2017 | 8207 Views
Investing: It’s about context and education.

The new financial year is always a great time to take a step back and re-evaluate the world and our stake in it. There is, as seems to be the case now

Psychology of a Crash
News30/06/2017 | 7955 Views
Psychology of a Crash

Yesterday we talked of the psychology of markets and last night’s sharemarket action was a little instructive in regard to yesterday’s art

Why This Is Just Like Dot.com & GFC
News29/06/2017 | 7368 Views
Why This Is Just Like Dot.com & GFC

The psychology of markets is a fascinating phenomenon and as we are seeing now, more deterministic of pricing than fundamentals.  We have quoted

“Not in our lifetime.” - Is This The Top?
News28/06/2017 | 7012 Views
“Not in our lifetime.” - Is This The Top?

The last couple of days has thrown a new emphasis on our oft repeated concerns of late (most recently here) about the US Fed tightening monetary polic

Why Gold Fell & Where to Now
News27/06/2017 | 10460 Views
Why Gold Fell & Where to Now

Avid watchers of the gold and silver prices got a nasty shock around 7pm last night as both metals free fell in minutes, gold down $12 and silver arou

From QE to QT – The US Fed’s next big move
News26/06/2017 | 8296 Views
From QE to QT – The US Fed’s next big move

Our views on the world’s central banks looking to tighten into such a weak economy are well known.  Last week James Rickards (via The Daily