Our Blogs

• 25Apr2025

  How Far Down? – Gold Just Peak? – Shopping List

  25Apr2025

  It isn’t easy to keep up. We start by looking at the big picture, as anticipated by Ray Dalio in 2021, and now unfolding with spooky accuracy. Then pull together a number of experts on the calculated downside for the US market. And finally set out a potential shopping list, including a quick update on the only winner in recent times, gold. READ ON.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 15Apr2025

  De-Americanising - Complacency Persists - Risks Undiminished

  15Apr2025

  Despite the sharp stock market rally on Wednesday, confidence in US financial assets has waned. At best it might be the end of the beginning for this downtrend. We also discuss the risks for Baby Boomers if this downtrend gathers pace, as they are exposed like no other generation before them, and at the most vulnerable point in their lives. READ ON.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 04Apr2025

  Trump Pricks Bubble

  04Apr2025

  There has been no respite this week. Trump’s dangerous ramble around fantasy economics on Wednesday has markets reeling, but none more so than in the US. Today China has hit back hard. There will be more of this next week. Will the EU bottle it? READ ON.

  By Brian Dennehy

  Access Level | public

  Market commentary