volatility

On the back of the worst March quarter since 2008, indicators show the end of the current cycle is in sight. Trump’s jostle with China is more of a concern than his...

“In the short run the market is a voting machine but in the long run it is a weighing machine.” Benjamin Graham The father of value investing, Benjamin Graham,...

There are two attitudes you can take to the February 2018 “flash crash”. The first, and overwhelmingly the most popular, is that this was a technically driven...

This time last year we wrote on Livewire that inflation and volatility charts were the ones we were watching most closely. Following the recent surge in both measures,...

While in Taiwan this week, meeting with executives of the technology/smartphone value chain, my hotel room shook with earthquake tremors. It struck me that nature has...

Some long-term Marcus Today followers will remember the story about a Member who used to work in a Collins Class submarine on weapons systems (computer whizz). When...

You are probably wondering what the hell happened this week. Friday’s relatively minor retreat in global stock markets – apparently due to increasing concerns about...

Sitting in a pub with property man Pete Wargent a few months ago, we were discussing the property market of Sydney in the 2008-10 ‘downturn’. I use inverted commas...

As most of you will have noticed, global share markets have been very turbulent, and sharply down this month. Our view is that this does NOT mark the end of the bull...

Isn’t it time we changed the dialogue around millennials and money? Moved away from berating them for their supposed avocado-eating, latte-sipping, globe-trotting...

After a favorable “risk on” year that brought numerous new highs to many stock market indices worldwide without significant drawdowns, investors have perhaps become...