Michael Dee

The extent of Chinese forward planning

Where economic rationality is expected and not delivered due to the east v west cultural divide it leads to investment mistakes. This is a key area maths has a role to play – seeing through the noise and getting to the heart of the share price behaviour.

Inverted yield curve. China Outwits the US, again!

The US backtracked from the recent Trump “tariff tweets” due to be implemented on September 1.  Essentially, Trump admitted that U.S. consumers were bearing the brunt of the impact and decided to delay tariffs, recognizing the negative impact further tariffs would have on the U.S. economy. He has lacked the understanding of the effect of …

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Why the RBA Cut Rates ? Underemployment v unemployment

The RBA rate cut occurred due to economic weakness – rising unemployment, significant underemployment, lack of wages growth and a lack of consumer spending.  Hey, this economy isn’t growing.  Stimulation is required or we could be considering the R word before long with the main risk being the international trade disputes between the China and …

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TRADE WARS: Effects on America

This week Trump tweeted he would increase tariffs from 10% to 25% on USD500m+ of Chinese goods. Investors are worried that the additional tariffs hamper economic growth causing uncertainty and volatility in the market. US and Chinese trade officials will resume negotiations in Washington this Thursday/Friday to try for a trade deal. The proposed higher tariffs are scheduled …

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Volatility to return – opportunities to come

Published in LinkedIn 9/11/2018. In the coming weeks we are expecting a return to higher volatility for the market yet again. In the near term, immediately following further rises, we anticipate another slight drop. For our clients this slight drop will offer some fairly straightforward buying opportunities to accumulate cheap stock before the return to …

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Market Correction: Worst is now over – Pythagoras ramps up buying

Coming out the other side : Pythagoras ramps up buying.  Worst over now. On October 11 we warned that we expected this stock market correction to be more elongated but similar to February 2018.  Last week we published a blog about the similarities of the February 2018 pullback and our success in investing into tough …

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