Mar 29, 2021
Welcome to Finance and Fury. Today’s episode is lessons from the nifty fifties – bit of a history lesson as well as looking back to lessons that can be learnt from this, to help not make mistakes of the past.
This is a particular bubble and market correct that most people wouldn’t be familiar with – especially...
Mar 22, 2021
Welcome to Finance and Fury. Time for value? Looking at the value rotation occurring within the share market
- A value rotation is a term used to describe a shift in investment behaviour – where investors start favouring value shares instead of growth shares
- Previous episode – inflation expectations and what is...
Mar 15, 2021
Welcome to Finance and Fury. In the last episode I went through the bond market and how inflation expectations being on the rise are having their effects, yield curves starting to steepen. So what will happen to other asset classes?
In this episode we will look at this question. If the trend of nominal yields continues,...
Mar 8, 2021
Welcome to Finance and Fury. This episode we will be looking at what is happening in the bond market, how the RBA is struggling to maintain their targets on bond yields for 3y and 10 year - as well as some of its implications on the debt markets and government.
What is going on?
- over the last few weeks there has been a...
Mar 1, 2021
Welcome to Finance and Fury. Are sectors of the share market in a bubble, one in particular that comes to mind would be the US tech sector.
There have been many bubbles in financial markets throughout history – if enough excitement is generated around some new asset, or commodity that is seen as the next big thing and...