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Currency, Gold and Energy
The US Dollar may have peaked in strength (a 20-year high) and is falling (very positive for commodity prices, especially gold).
Ian Watson
Jan 16, 20231 min read
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Investing in Bonds
We excluded Bonds from our portfolios in recent years due to a poor risk/reward outlook. That risk/reward equation has now changed.
Ian Watson
Jan 8, 20231 min read
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Favouring Australian Investments
Highlighting the significant difference between the short-term strategy (take profits) vs where we see successful investment in the med term
Ian Watson
Jan 2, 20231 min read
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US scrutinising tariff rates for beef imports
The United States is currently scrutinising tariff rates and quotas for beef imports – a move that could have trade implications for Aust.
Ian Watson
Dec 8, 20221 min read
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Recognition of the Slowing Global Economy
John Hansen and the team at Morgans talk about the slowing global economy.
Ian Watson
Nov 9, 20221 min read
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Rural Q3 2022 Market Insights
Jul - Sep 2022: Quarterly Market Insights by Mecardo on Grain, Cattle, Lamb, Sheep and Wool.
Ian Watson
Nov 1, 20222 min read
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