Money Matters

Focus: Cash continues to gain strategic importance as an investment asset class in the current deflationary stage of the long term economic cycle which has persisted, in indebted developed western…

And now for something completely different...

Friday, 06 July 2012 Issue Vol. XX No. 27 By Graham Macdonald
A financial glossary “Investors back historic Greek debt swap” - FT headline 9.3.2012. Bank, n. Bottomless cavity in the ground that sucks in money and the unwary. I had quite…

Continental flu!

Friday, 29 June 2012 Issue Vol. XX No. 26 By Graham Macdonald
Recently, my business partner, Paul Gambles, was on Money Channel talking about Europe. Paul started by saying, “If we look at what’s happening in Europe right now, we’re starting to…

They’re Back!

Friday, 22 June 2012 Issue Vol. XX No. 25 By Graham Macdonald
It would seem that the wheel has turned full circle again. People are now getting phone calls out of the blue with fortunes being promised for a minimum of investment.…

Better late than never

Friday, 15 June 2012 Issue Vol. XX No. 24 By Graham Macdonald
Despite the most recent bailouts, the peripheral European economies should still leave the EuroZone as they should have done three years ago and why the ECB’s LTRO funding mechanism, while…
There wasn’t a great deal of joy for expatriate Australians in the 2012/2013 Australian Federal Budget handed down on May 8th.

China in your hands, part 3

Friday, 01 June 2012 Issue Vol. XX No. 22 By Graham Macdonald
Economies like Japan and China have come to resemble huge currency hedge funds. This is a real worry!

China in your hands, part 2

Friday, 25 May 2012 Issue Vol. XX No. 21 By Graham Macdonald
China is now the number two economy in the world, and some are predicting it will soon become the number one economy. Seven or eight years ago, I was in…

What is Facebook really worth?

Friday, 18 May 2012 Issue Vol. XX No. 20 By Graham Macdonald
As many of our readers are probably aware, Facebook (FB) is about to come to market in the coming days; this will probably be the largest IPO (Initial Public Offering)…

China in your hands, part 1

Friday, 11 May 2012 Issue Vol. XX No. 19 By Graham Macdonald
Recently, my business partner, Paul Gambles who is a regular on CNBC, appeared on the Money Channel and gave his views on China:

Don’t panic … yet!

Friday, 04 May 2012 Issue Vol. XX No. 18 By Graham Macdonald
Quantitative Easing has artificially and unsustainably inflated asset prices, as my business partner, Paul Gambles, recently told Money Channel’s MJ Banphot.

Why is everything cyclical?

Friday, 27 April 2012 Issue Vol. XX No. 17 By Graham Macdonald
My business partner, Paul Gambles, was asked recently about the long-term seasons cycle.

Offshore asset class commentary

Friday, 20 April 2012 Issue Vol. XX No. 16 By Graham Macdonald
Global Cash While cash is generating near zero returns on a short term basis, and more than likely negative real returns on a ten year view, it is hard to…

Storm in a (China) Teacup

Friday, 13 April 2012 Issue Vol. XX No. 15 By Graham Macdonald
One the most debated points in markets today is whether or not China is heading for a hard landing. Our strategic partners at MitonOptimal were fortunate to recently have met…

Uber Alles? Nein!

Friday, 06 April 2012 Issue Vol. XX No. 14 By Graham Macdonald
One widely held misconception right now is that Germany is carrying a broken Europe on its back. My business partner, Paul Gambles, explained this to all the participants in Wednesday…
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