The U.S. Government is very close to its first partial shutdown in 17 years at midnight US time tonight (approx 2pm AEST). And again politics is getting in the way. The US House of Reps, which is dominated by Republicans, is butting heads with the US Senate, which is dominated by Democrats, as they … [Read more...] about US Shutdown?
All Eyes on the Fed
In a blog post written in June 2013, More Soup Anyone?, we discussed the reasons for the market volatility at the time based on the expectation by the market that the US Federal Reserve (US Fed) would pull back it’s stimulus (money-printing) program based on the underlying strength of the recovering … [Read more...] about All Eyes on the Fed
VIP is now on You Tube
Our new video is now on You Tube and describes the way Value Investment Partners (VIP) provides investors with Wealth Creation, Wealth Protection, and Transparency.http://youtu.be/CRkcYTKAUo8 … [Read more...] about VIP is now on You Tube
How Quickly Things Change
Yesterday’s gaffs by our politicians on the campaign trail and the announced US growth figures (last night out time) have made me realize how quickly things can change. It’s almost like the 1998 Gwyneth Paltrow movie ‘Sliding Doors’ where the film follows Helen Quilley (Gwyneth Paltrow), who has … [Read more...] about How Quickly Things Change
Markets Finally Focused on Fundamentals and Not the Fed
Economic news in July was again dominated by speculation of when the US Federal Reserve will cut or taper stimulus, however, the markets took this speculation in their stride in July as Australian share market rose 5.4% and the index measuring global share market growth (ex Australia) also rose by … [Read more...] about Markets Finally Focused on Fundamentals and Not the Fed
Change… As Certain as Death & Taxes
The Chinese economy has grown to the worlds second largest, behind the US, by leveraging its 1.35 billion people who have on mass moved from rural to urban areas and transformed China to the low-cost manufacturing hub of the world.As the market share of global manufacturing has shifted to China the … [Read more...] about Change… As Certain as Death & Taxes
The Bond Market Tightrope
Global share markets had a difficult time in June with the top 200 Australian shares by market capitalisation down 2.32%, property securities index down 0.84% and the global share index (in AUD) up 2.31%. The volatile market conditions were caused by several issues. There was an expectation that the … [Read more...] about The Bond Market Tightrope
More Soup Anyone?
On cold winter days there is nothing I like better than a warm hearty soup, and although my liking for soup has no apparent connection to investment markets we can use this analogy to explain the market volatility that we’ve seen in global share markets of late.Over the last 2 – 3 weeks global share … [Read more...] about More Soup Anyone?