making sense of the narrative
May 23, 2022
This weekend we had another article in Australian Financial Review. It is behind a paywall, so we reproduce it here. Nowhere to hide as Fed liquidity evaporates (afr.com) Links within the article or shown below are to other AFR articles. Read more…
April 4, 2022
The latest piece for Australian Financial Review (AFR) is up. Since it’s behind a paywall I have posted it below. The links shown are to other related AFR articles. Subscribers can simply click the link or the link here for Read more…
February 14, 2022
The great bond bear market is long overdue Every month or so we contribute something on markets to our friends at the Australian Financial Review. Given it is behind a paywall, many of our readers – and especially those outside Read more…
December 16, 2021
The following is a short article written for the Australian Financial Review summing up the current situation in markets. https://www.afr.com/markets/equity-markets/long-term-investors-need-to-look-through-short-term-confusion-20211212-p59gur Opinion Long-term investors need to look through short-term confusion Mark TinkerDec 12, 2021 – 11.49amSaveShare Long-term investors could be forgiven Read more…
September 6, 2021
For those with a subscription, the link to the latest AFR piece is below. What you thought you knew about investing in China is wrong The reality is that under Xi Jinping, the where and how of investing in China Read more…
November 2, 2020
The following is based on an article submitted to the Australian Financial Review, hence the bias towards Australia and UK in the commentary. Their site is behind paywall and the following is also unedited (by them). We have long used Read more…