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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


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


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


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


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


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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