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The Daily Reckoning
As Trade Worries Escalate Investors Are Jumping Into This
Added On - 6/22/2018 11:23:41 AM
Last week, US President Donald Trump passed a 25% tariff on US$ 50 billion worth of Chinese goods. He has threatened to impose more tariffs if China retaliates. So China retaliated.
It's All Down To Consumers
Added On - 6/21/2018 10:36:53 AM
The Australian economy is growing steady. Commodity exports led the growth. Government and business spending also saw an increase. Yet, consumer consumption is weak.
The Six Scenarios For Major Financial Crises
Added On - 6/20/2018 11:27:25 AM
Some of these scenarios will hit more locally, and others more globally. It should be no surprise that I see the first possible scenario...
It Won't Get Any Better Than This
Added On - 6/19/2018 11:35:23 AM
The row between Justin Trudeau and Donald Trump, during the G7, angered Canadians. Some are even boycotting American products and cancelling their travel plans to the US.
Europe To Continue Punishing Savers
Added On - 6/18/2018 10:33:03 AM
Back in 2014, the European Central Bank (ECB) lowered interest rates close to zero. Real interest rates in savings accounts were negative. That is, if you kept money in the bank, you were losing money.
What International Investors See...& We Miss
Added On - 6/15/2018 2:39:44 AM
Foreign investment remains a contentious issue. CKI Group's latest bid might once again come into the national spotlight. But what is it that international investors see that local investors don't?
Not The Best Bang For Your Dollar
Added On - 6/15/2018 2:38:17 AM
The Fed raised interest rates yesterday, as expected. The US interest rate is now higher than Australia's, which is at 1.5%. And, as the economy heats up, the Fed may be looking at two more...
The Next Gold Bull Market Looms...
Added On - 6/14/2018 11:55:57 AM
Gold had a good start to the year. Punters got excited. But it has pulled back a bit in recent months. The market isn't interested in gold. But it's wrong.
What's A Little Tariff Rift Among Friends?
Added On - 6/13/2018 10:54:29 AM
As you probably heard, there were some tensions in the Group of 7 (G7) summit. Mainly between the US and Canada. What happened?
Follow The Weight Of Money
Added On - 6/13/2018 10:52:30 AM
To say the recent US jobs report was good is perhaps a bit of an understatement. For the first time on record, there are now more American job openings than there are workers to fill…
These Could Take Off In The Future
Added On - 6/12/2018 11:23:01 AM
If you have ever sat in traffic you know that it's a big waste of time, money and resources. Traffic is getting worse, especially in large cities. And, with population growing, it will only get..
Is the Aussie Economy Faking It?
Added On - 6/12/2018 11:17:41 AM
You may have noticed that things have been pretty good lately. The economy is booming. Unemployment is down. And market sentiment is, generally, pretty cheerful. Overall, Australia has been a place of sunshine and financial...
A Trend To Watch
Added On - 6/8/2018 10:32:07 AM
Last week, 14 African nations met in a forum in Harare, Zimbabwe. Members of the Macroeconomic and Financial Management Institute of Eastern and South Africa (MEFMI) generally agreed that they should be including the Chinese.
More To The Chart Than Meets The Eye
Added On - 6/8/2018 10:30:49 AM
Some people get right into charts. For others, the charts paint only half the picture. Then there are those who think charting is gibberish.
Crises Leave Their Scars
Added On - 6/7/2018 11:35:23 AM
Having had so many years without a crisis has meant that Australia is one of the few countries in the world still able to offer a range of opportunities. But, there are worrying signs.
Is Gold Gearing Up For A Major Bull Market?
Added On - 6/7/2018 11:33:54 AM
Traders remain divided about gold. Some believe it's going sharply lower. Others say it's already in a bull market. The truth is, the yellow metal isn't in a bull market yet. But that could change....
Why The Eurozone Won't Collapse, Not Yet
Added On - 6/6/2018 11:28:23 AM
There's always something to spook markets. First there was concerns over Greece, worries over China and then Brexit. Now it's trouble in Italy threatening to send markets into financial crisis.
How Strong Is The US Economy Right Now?
Added On - 6/6/2018 11:25:45 AM
The US economy created 223,000 jobs in May, US consumer spending jumped 0.6% and car sales are humming too. But if things are really that good, why has it been five months since US stocks.
Trade Clashes Continue
Added On - 6/5/2018 10:44:20 AM
The US trade spat is starting to give us whiplash. Whenever we think there may be some progress..there isn't. Sunday talks between China and the US have come and gone, again without a deal.
What's Going On With Treasury Yields?
Added On - 6/4/2018 12:10:46 PM
The US bond market sure seems to be confused. The 10-year bond yield broke just above a very powerful 30-year channel by just a little. Yields then reversed, falling just back into that channel on...
Bitcoin To Zero?
Added On - 6/4/2018 12:08:25 PM
Bitcoin could very well not exist in 100 years...but, so what? Throughout history many currencies have gone bust. Some even in a relatively short period.
Are You Following The Italian Saga?
Added On - 6/1/2018 12:51:19 PM
Markets tumbled yesterday on Italian fears. Today, they are in recovery. If you are not following the Italian election saga, you should.
Why These Income Mainstays Have Bounced
Added On - 6/1/2018 12:48:41 PM
Australians have a love affair with property. It's one of the more popular income generating investments on the ASX. You'll know them as Real Estate Investment Trusts (REITs).
Could Gold Explode In 2018
Added On - 5/31/2018 12:42:23 PM
The market has expected three interest rate rises this year. But it's now waking up to the prospect of four. Most mainstream 'analysts' believe that's bad news for gold. But they are wrong.
Expect Things To Change
Added On - 5/31/2018 12:40:56 PM
You would be surprised how many people invest based on recent past performance, projecting the present into the future. Economists even have a name for it: extrapolation bias.
Move in Now, Pay Later
Added On - 5/29/2018 5:29:19 PM
This 'Afterpay for real estate' scheme is the latest initiative from sellers to try and breathe life into a deflating property market. Lenders and developers are getting creative with incentives as the property market slows…
Retirement A Catch-22 Situation
Added On - 5/29/2018 5:27:32 PM
Is it possible to work for 45 years and then retire for 35 years? This is the debate society is going to have (in earnest) in the not-too-distant future.
Low Wages Forever? The Dark Side Of Automation
Added On - 5/28/2018 8:03:43 PM
So how would you feel if your favourite barista at your local coffee haunt was replaced by a cold, stainless steel robotic arm? One that can whip up 120 drinks an hour, rarely makes mistakes?
The Mathematics Driving The US Share Market
Added On - 5/28/2018 8:00:24 PM
Emotions are what create the headlines - 'Record high' or 'Crash'. In the background, away from the spotlight, there's a collection of mathematical formulae around which these emotions pivot.
You May Be Glad To Miss Out On This 'Opportunity'
Added On - 5/24/2018 12:17:55 PM
The truth is that things are tough for young Australians financially today. According to Mortgage Choice, 4.9% of all first home buyers use a guarantor to buy property.
New Target for A Top On The Dow
Added On - 5/23/2018 11:41:07 AM
As I see it, there should be one more rally, likely shorter, that could take us to somewhere around 27,000 or 28,000 on the Dow by late July.
Your $2 Million Choice Picks
Added On - 5/23/2018 11:39:02 AM
If you won the $2 million choice today, which would you choose? Would you choose property or gold?
A Bridge From China To No Man's Land
Added On - 5/22/2018 11:02:24 AM
China is also planning Chang'e-4, a lunar expedition mission for later this year. The objective of the mission is to be the first spacecraft to land of the far side of the moon.
One Principle That Could Change Your Life
Added On - 5/22/2018 11:00:46 AM
What if one idea could improve every area of your life?
Why You Should Stop Worrying About A Collapse
Added On - 5/21/2018 11:44:39 AM
Why do we continue to listen to so-called 'economic experts' telling us a collapse is imminent? The world is not going to collapse any time soon.
How China's Population Will Influence The World
Added On - 5/21/2018 11:35:34 AM
China has a huge population, yet it also has a growing middle class. Incomes in China are rising quickly. And, this newly affluent middle class is travelling and spending big.
Is Now The Time To Buy Gold Miners?
Added On - 5/18/2018 12:30:27 PM
History has a way of delivering big gains for gold. The yellow metal doubled in price between 2009 and 2012. And as we know, history tends to rhyme.
Employment Data Is Not Showing The Whole Picture
Added On - 5/18/2018 12:28:36 PM
Statistics don't pick up on people taking lower skilled or part time jobs on a temporary basis.
When Dividends Make All The Difference
Added On - 5/18/2018 12:27:31 PM
That's where income investing comes into play. Shareholders continue to reap the benefit of the dividends these companies pay, even if their share price is struggling for growth.
Would You Choose Property Or Gold?
Added On - 5/18/2018 12:26:21 PM
In April 2017, the RSL raffle offered something called the '$2 million choice'. You could choose between two options.
The Evolving Attitude Towards Cryptos
Added On - 5/16/2018 10:41:47 AM
Prominent investors keep on publicly dissing bitcoin. Yet we see signs everywhere that cryptos and blockchain are infiltrating the financial industry.
People Are Retiring Earlier Than They Plan
Added On - 5/16/2018 10:37:46 AM
People tend to underestimate how long they'll live and how big a nest egg they'll need. We already have a retirement crisis with baby boomers overwhelming the system.
China To Become The Next AI Giant
Added On - 5/15/2018 11:10:42 AM
China's AI start-ups accounted for 48% of global AI funding last year, passing the US for the first time (38%). In fact, China announced last summer that it wants to become a global leader.
Australia Finally Enters the Space Race
Added On - 5/15/2018 11:08:09 AM
Space stations and drones galore! With the release of the Federal Budget this week, it looks as if Australia is finally waking up to the wondrously innovative, and immensely profitable, world of technology.
Expect Higher Oil Prices
Added On - 5/15/2018 11:04:47 AM
There are increasing regional tensions in the Middle East, and trouble in oil producing Venezuela. There is also a supply shortage after Russia and the OPEC agreed to cut production.
The Race To Become Everything To Everyone
Added On - 5/11/2018 12:01:30 PM
Until recently, there seemed to be two internet worlds: China and the rest of the world. Western technology companies have tanked trying to enter to China. Just ask Uber, eBay and Google.
Should You Ignore The Federal Budget?
Added On - 5/11/2018 12:00:11 PM
If you're caught up wondering/hoping how much you're going to get from the budget, you're on the path to putting security over freedom.
Have Low Interest Rates Created Growth?
Added On - 5/10/2018 6:59:19 PM
While the global economy is strengthening, the recovery has been slow since the 2008 crisis. Salary growth has been sluggish, even with low unemployment. And low interest rates could be part of the reason for..
Is Australian Retail Doomed?
Added On - 5/7/2018 10:19:18 AM
Overall, the retail landscape has never looked bleaker. If Aussie retailers want to compete, they'll need to advance the digital consumer experience and spend more time improving their technology.
A Different Way To Play This Market
Added On - 5/4/2018 10:19:45 AM
Whatever the findings of the Royal Commission - and any disruption that follows - investors will still need to work out where to park their money.
Why Governments Could Start Embracing Cryptos
Added On - 5/4/2018 10:18:14 AM
We are already seeing many governments planning for state backed digital currencies. Central banks are looking at this space and trying to figure out how to make use of the technology.
Are Cryptos Fiction, Or The Future?
Added On - 5/3/2018 2:12:31 PM
After hitting lows at the beginning of April, Bitcoin seems to be slowly stabilizing at about US$9,000. Things have been much quieter this year in regards to cryptos. But, I don't think this means cryptos are dead.
Are You Too Late To Invest In Crypto?
Added On - 5/3/2018 2:07:03 PM
Cryptocurrencies exploded in 2017. Just looking at bitcoin, the price hit short of US$20,000 in December 2017. Yet cryptos haven't done that well in 2018. Is the crypto revolution over?
High Hopes For Legal Marijuana In Australia
Added On - 5/1/2018 9:58:46 AM
The use of medicinal marijuana has been legal in all Australian states under varying guidelines since 2016.
A Big Threat to Pensions, It's Not What You Think
Added On - 5/1/2018 9:45:42 AM
The pension plan is a time-bomb waiting to happen. Population is ageing and we are living longer. But, that's not the only threat to pension funds. Another major threat is low growth.
How To Control Your Privacy
Added On - 5/1/2018 9:43:24 AM
Facebook is 'free'. Yet it compiles massive amounts of data from its users, which it then uses to sell advertising. That is, it allows advertisers access to their gigantic set of data for a fee. This is the deal you as a user make when you sign up to the social platform. So what's the solution?
Keep An Eye On Interest Rates
Added On - 4/26/2018 10:03:37 AM
Years of low interest rates and cheap money have pushed up asset prices and have increased debt around the world. As you can see, global debt has grown from US$87 trillion in 2000 to US$199 trillion in 2014. Corporate and government debt have almost doubled in that period.
Want To Know Bitcoin's Real Value?
Added On - 4/26/2018 10:01:40 AM
So, what's bitcoin's real value? The truth is, no one can agree. But that's what two economists recently tried to determine during a night out, that is, they tried to figure out bitcoin's value.
A First In The History Of Capitalism
Added On - 4/24/2018 10:42:26 AM
For the first time in the history of capitalism, we are seeing a generation that will be worse off than their parents.
Smashing The Paradox
Added On - 4/23/2018 10:06:56 AM
As the crypto revolution takes off, we will be able to leave a broken financial system behind. The slow, inefficient and expensive system that caused the GFC and the dotcom bubble. And by staying in the right cryptos, there is a way to profit from the revolution.
No Bang For Our Borrowed Buck
Added On - 4/23/2018 10:04:18 AM
Even with all of this innovation, our economic growth is slowing. The reason for this, Vern argues, is that we have failed to be adaptive in our economic model. And now we are drowning in debt and are struggling to keep our economy stable. Although we are accustomed to our GDP always rising, and our living conditions becoming ever-better, it's an expectation that we need to rethink.
Cobalt Demand Results In Clancy Surge
Added On - 4/20/2018 10:06:37 AM
Shares of Clancy Exploration Limited have grown by a massive 50% today. An increase in cobalt demand has triggered a surge of prices for the mineral across the span of two years.
Nine Share Price Shows Sign Of Bouncing Back
Added On - 4/20/2018 10:04:50 AM
Despite losing the cricket to rival broadcasters, Nine still has a positive outlook towards future ventures. Cricket CEO James Sutherland thanks Nine for their 40 years of international cricket broadcasts around the world. He believes Nine has vastly helped promote the sport in the long run.
70,000% By Investing In 'Green Beans'?
Added On - 4/19/2018 9:49:31 AM
Why are cryptos so interesting for the area? Apart from the attractiveness of recent gains, inflation and hyperinflation are both quite common in the area.
The Switch To A Buyer's Market
Added On - 4/18/2018 10:40:52 AM
The housing market is very different from a few months ago. Back then, buyers were getting into frenzied auctions, spending more than what they had budgeted for and properties were going above the reserve.
Private Currencies Vs Public Money
Added On - 4/17/2018 9:47:35 AM
Blockchain is definitely allowing people to think about the future of money and how we use that money.
The Great Australian Crackdown
Added On - 4/16/2018 10:45:04 AM
The investigation into the tax office, which was conducted in partnership with Fairfax and former employees of the ATO, depicted stories of small business owners and individuals who were alleged to have been 'aggressively pursued' for debt that they didn't owe.
A Tsunami In Infrastructure Spending
Added On - 4/16/2018 10:44:10 AM
The truth is that infrastructure spending is booming in Australia. The boost in infrastructure spending could be supporting Australia's economy for the next few years as other sectors in the economy slow.
Bitcoin Price Bounces Back, But Why?
Added On - 4/16/2018 10:41:12 AM
Overnight, something happened. Bitcoin's price was trading at around US$6,900 and treading water. Then, in the span of 25 minutes, it shot up 16% to US$8,000. Though the question on everyone's lips is, why?
Wesfarmers: The Sound Of Churning Capital
Added On - 4/13/2018 10:24:22 AM
By separating Coles, it should allow Wesfarmers to better use its capital elsewhere. The other issue though, is what Wesfarmers will do with all that extra capital.
Magnified Expectations & Bloating Debt
Added On - 4/12/2018 10:49:40 AM
Meanwhile, wage growth has been plummeting. It is now just above 2%. So it's not surprising that in recent years households have been getting into larger mortgages to get into the frenzy...and consequently, higher debt. And we are starting to see an increase in mortgage stress.
This Trade War May Have Little To Do With Trade
Added On - 4/12/2018 10:46:50 AM
A trade surplus is way down on the list. Far more important is the control of revolutionary technologies.
Overnight: How To Win Friends And Influence People
Added On - 4/11/2018 10:35:57 AM
Xi Jinping is no Donald Trump, at least not publically. Dow up 428.
Going Back To The Good Ol' Days..
Added On - 4/11/2018 10:29:36 AM
Atlanta City fell victim to a ransomware cyberattack. Ransomware is when hackers block access to your computer and encrypt your files until you pay up. Many of the workers had to go back to using old school tools for days to do their jobs. That is, back to pen and paper.
Why The Share Market Goes Up Or Down
Added On - 4/10/2018 10:24:42 AM
The reason why the stock market goes up or down in the long term has very little to do with 'trade wars' or 'tech stocks' or 'higher earnings' or 'terror attacks' or 'interest rates'. These are the symptoms NOT the cause. Markets are driven by social mood...our collective state of mind.
Just A Piece Of Paper
Added On - 4/10/2018 10:22:38 AM
The truth is that we place more value on those pieces of paper than when we see them as a number on the screen. The great thing about cash is also that it gives you some financial freedom. Holding cash gives you control over how and when you spend it but pushing to digital transfers some of that control to the authorities.
Sorry, We Don't Take Cash
Added On - 4/9/2018 10:56:47 AM
Going cashless is great for central banks. It makes monetary policy much easier. Without a cash option, the longer you keep money in the bank the more it costs you.
Free Bitcoin?
Added On - 4/6/2018 10:59:03 AM
Well, not exactly free. It does require you to do some work. As Bauch told Gizmodo, he bought several cryptos and put them in individual wallets.
Choose Your Next Move Carefully
Added On - 4/5/2018 10:34:51 AM
Last month, the US imposed tariffs on steel (25%) and aluminium (10%). They temporarily suspended tariffs for the European Union, Argentina, Australia, Brazil, Canada, Mexico and South Korea. But not for China.
A Gold Bull Market Lurks In The Shadows
Added On - 4/5/2018 10:32:39 AM
Gold will surge to the highest level in five years if a global trade war breaks out, according to Rick Rule, chief executive officer of Sprott U.S. Holdings Inc. Rick Rule is a smart businessman and successful investor. He's been around for decades in the resources sector. When he talks, you listen carefully.


What are the current opportunities and key risks?

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