Author: Ivor Ries

The 20 percent plunge in Japanese share prices between August 1 and August 6 wiped out around US$1.2 trillion in the collected savings of Japanese mum and dad investors and large pension funds.  The wealth destruction impact of this event was roughly equivalent to 80% of Australia’s top 100 companies becoming worthless overnight.  The lingering […]

The growing likelihood that Donald Trump will be the next US President, and possibly in control of both houses of Congress, should prompt investors to review their investment strategy. While currently both equity and bond markets appear relaxed at the prospect of the second Trump presidency that almost certainly won’t be the case when he […]

First the good news. The big surge in US and global interest rates in recent months has not, as many had feared, triggered a global recession, a surge in unemployment or a contagious plunge in American share prices. In Australia the Reserve Bank’s monetary policy tightening has not, as many had feared, plunged the economy […]