GFC

Global Financial Crisis Signs July 2018

14 Signs of a Global Financial Crisis: Australia July 2018

Signs of a Global financial Crisis – GFC Some of these signs are already present, some are occurring currently and yet others still developing. Over time we will track the occurrences as they unfold.  Whilst I have applied them to Australia, they are equally applicable in the US, Britain and Europe. Our Signs are as…

global financial crisis

Global Financial Crisis: Early Indicators May 2018

When we boil it all down, it was greed and the escalation of greed which was the root cause of the GFC. The re-emergence of a number of Greed indicators show a worrying trend. Some of these are already present, some are occurring currently and yet others still developing. Over time we will track the…

Early Indicators of the next GFC

When we boil it all down, it was greed and the escalation of greed which was the root cause of the GFC. The re-emergence of a number of Greed indicators show a worrying trend. Some of these are already present, some are occurring currently and yet others still developing. Over time we will track the…

The Real Super Power is China

To have any hope of getting your head around China its important to understand China’s motivation. In our view their drivers are to industrialise, create employment and sufficient infrastructure to create a sustainable economy for the long term. The difficulty for China is that to industrialise it requires 20-40% of worlds natural resources, EVERY year.…

Its important to understand how we got out of the first GFC

A river of capital flowed … bail-outs, interest rate reductions, printing money, special banking arrangements etc. Worldwide stimulus packages flowed including a massive stimulus from China. Bankers were no longer paid to hoard and began to lend. Capital began to trickle – when the banking system appeared solid. A readjustment period ensued. Why did the…

Did Collateralised Debt Obligations (CDOs) cause the GFC 1?

… a walk down memory lane in the GFC series It is important to understand what happened last time ! The beginning In the Lead up to 2008 credit easy to obtain, interest rates were low, there was an excess of capital, risks were ignored and Greed was rampant. This Spawned Collateralised Debt Obligations (CDO’s)…