bull market

Now that SPY has exceeded its previous high from the crash, we are officially in a new bull market. The primary issue (risk) bubbling below the surface is: The real spectre of inflation. It is not a risk for tomorrow. It is a risk that is, if it occurs, still a little way down the road...

So, some first hand news from the Missus in Beijing. Shop's and restaurants are closed in general. Some supermarkets are open and playing a new government issued song about wearing a mask. It's become a little popular apparently. Masks are to be worn outside at all times. There's 4 to 6 inches...

There appears to be emerging signs that China has not de-coupled from the rest of the worlds problems. Internal rampant inflation and pressure on food supplies from a cold snap may temper the rate of growth, with local implications/ramifications for Australia? Food commodities the...