Charlie Perkins

The playbook from here is as follows: Greek banks stay shut to prevent a run on them / After the ECB denies emergency liquidity, Greece will either seize all the Euro’s on deposit in order to shore up the banks, or redenominate the accounts into “New Drachma”s / Greece undergoes... Show More

Charlie Perkins

Huge moves continue across the boards in global markets – the Shanghai Composite rallied 16%(!) on the month to be up 25% this year, on top of last years 67%. Shares are the new property and there are record numbers of accounts being opened, with margin loans quite prevalent. This... Show More

Charlie Perkins

Deliberate or accidental asset price bubbles willfully caused by the artificially low interest rate regimes imposed by global Central Banks. Do they know where they are going? We think not. More at http://www.ppmadvisers.com.au/ppm-global-market-monthly-where-were-they-going Show More

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Charlie Perkins

You take the blue pill, the story ends, you wake up in your bed and believe whatever you want to believe. You take the red pill, you stay in Wonderland, and I show you how deep the rabbit hole goes. ...the Fed has created its own Matrix (Fedtrix).... Read more: http://www.ppmadvisers.com.au/ppm-global-market-monthly-the-matrix Show More

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Charlie Perkins

The US stockmarket is a prime example of a self-interested feedback loop which has become detached from reality via an unsustainably low and artificial interest rate policy. Pain lies down any available path. You can read more here: http://www.ppmadvisers.com.au/ppm-global-market-monthly-a-dangerous-circular-reference Show More

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Charlie Perkins

In the last few months our newsletters of Get up and dance (Aug) and The Centre cannot hold (Jul) have built on a theme of Central bank distortion of the free markets to the extent that basic fundamentals have taken a back seat. Deliberately pursuing an artificially cheap interest rate... Show More

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