For right or for wrong, the market's narrative has changed and changing trends and dynamics have swiftly created winners and losers across the Australian share market. If ever the ASX200 was not representative of what has really been going in inside the share market, the past four months or so have been exemplary of the statement/observation. Yes, it all started with the BoJ in July, but since the surprise outcome of the US Presidential election, things have moved into maelstrom mode. At least for the short to medium term ahead, this new narrative forces investors to reconsider and to re-assess. For its consequences might be significant. My final Weekly Insights for calendar 2016. Happy festive season to you all! (VIEW LINK)
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