Mick


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For something that was for so long considered an awkward joke we are fast approaching the frighteningly real possibility of a Trump presidency. While part of me would like to spend the next few paragraphs speculating on who will be the reality TV star and all round racist’s running mate, […]

The Great Wall of Something




Hello again valued reader, welcome to the second part of our insight into the next global financial crisis (a.k.a GFC MK II). Those who have any money invested in the ASX could be forgiven for thinking the financial apocalypse has arrived this week, however the kind of losses we’ve seen […]

GFC MKII Part II



Last week I wrote about how you can invest in water. After all, water is a limited resource, the supply which will outstripped by demand in the imminent future. This concept of demand and supply is not new, not even to water, but the magnitude for the shortfall in supply […]

Investing in Water: Part 2



I recently saw the Hollywood blockbuster, ‘The Big Short’. Interesting movie, but this is not a movie review. I will preface this by highlighting this was based on a true story. Essentially Michael Burry, a hedge fund manager saw the subprime mortgage crisis coming, and decided to bet against the […]

Investing in Water: Part 1


The energy sector is under significant disruption. Investors in Australia are acutely aware of this having seen the demise of energy favourites along with the fuels that have powered the developed world for several decades. The oil index has crashed, and the demand for Australian mined coal has subsided in […]

A New Resource Sector