Bursting Bubbles – Correction or Catastrophe? Investment Conclusion This paper asks questions about bubbles and sets up a framework to answer them. The questions: are there significant bubbles around? If so, what would make them burst? And if they burst will the result be ... Read More
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02 Nov 25
Bursting Bubbles – Correction or Catastrophe?
#Liquidity Bubbles#Property Bubble#Debt Bubbles#Globally Asset Price Bubbles#Equity Bubble#Asset Bubble#Credit Bubbles#Capital Bubbles#Potential Bubbles#Consumer Debt Bubble#Housing Bubble#Disinformation & Bubble Assets#Asset Bubbles Burst-Corrrection or Catastrophe?#A framework for thinking through Bubbles
19 Oct 25
Odd bins
#China Plenum#France#China Stimulus#Trump Policy#US-China Trade War#US-China Trade Relations#Shipping#Ukraine War#China Communist Party#Trump - Putin Call#China Tariffs#Ukraine Russian Ceasefire#China Trade War#Container Shipping#Ukraine. President Zelensky#France Sovereign Debt Crisis#Trump Ukraine Rhetoric#France-Lecornu#Asset Bubbles Burst-Corrrection or Catastrophe?#CCP China Party Plenum
Odd bins. Investment Conclusion When the bubble bursts, will it be a correction or a catastrophe? Preview and thoughts next. Increase exposure to safe haven assets (see Wealth Preservation Portfolio (WPP) at the end). AUD and SGD longs are being added to the WPF. Read More
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