Inflation Archives - Self Managed Super Funds

June 12, 2018

1

## On Lynch & Extreme Takes on the Future of Banking ##

By James Whelan | Banks, Economics, Inflation, Investing, Macro

I was recently reminiscing to colleagues about my first job in broking all those years ago. In my first week a senior dealer helped me out by slinging me a few books as mandatory reading for a junior junior assistant to the assistant, as my role was termed.
One of them was “One Up On Wall Street” by the legendary investor/fund manager Peter Lynch.
I was reminded of Mr Lynch’s great work as I was speaking to some colleagues about the banks’ eventually getting out of their extraneous wealth & advice divisions & how it reminded me of something from the past.
I let it stew for a while but I believe I have the beginnings of a controversial idea….

May 2, 2018

0

## It’s possibly 10.30 ##

By James Whelan | Economics, Inflation, Investing, Macro

We thought it prudent to put out a short note on what we’re seeing at the moment and whilst I’ll go on with a few lines on the USD & our refreshed look at Europe something hit me last night that took me back to my first day in broking so many years ago.
I was reading a piece in the FT on the flurry of dealmaking travelling around the market at the moment. “Merger Mania” saw USD $100m of announced deals in a 24 hour window early this week. This brings the total value of deals in 2018 up to $1.7tn. Read those letters there, people.
Trillion.
Any time I see big numbers like that I always look for the “this is the largest since…” comment in the article.
I’ll let the graphic do the talking for me…

March 27, 2018

0

## It’s LIBOR again…seriously!!?? (oh and some trade war nothing) ##

By James Whelan | Economics, Inflation, Investing, Macro

Just when you get set to write a long boring piece filled with doom and gloom the US market goes and puts on its best day since August 2015. Just as well I held off:
a) writing that note (yet) and
b) panicking and taking emergency protective positions.

Regardless the markets have had a week best described as ‘odd’ with many fingers pointing in many directions on numerous reasons. Trade war commentary has been done to death and will be flogged for a while to come. I’ll do my best to add a few cents below too.

January 22, 2018

0

## On Being Greedy When Others Are Fearful….##

By James Whelan | Inflation, Investing, Lithium, Macro

A few weeks ago I put out a very simple note flagging the commodities space as our preferred area based on the following reasons:
1. USD weakness = commodity strength;
2. Copper strength = global bullishness = good for commodities;
3. Commodity Index is at a historic discount to the US index;
4. Commodity ownership = inflation hedge

January 9, 2018

0

##On Commodities##

By James Whelan | Inflation, Investing, Iron Ore, Lithium, Macro

I thought I’d take a little time out on the first note of the year to talk about commodities & the year ahead. There’s a few things I’d like to present for your opinion and discussion.

August 29, 2017

0

## ….Or “How I Learned to Stop Worrying and Continue Loving Amazon” ##

By James Whelan | Amazon, Banks, Inflation, Investing, Macro

As the threat of nuclear war once again rears its head we reiterate that local risks bear more immediate and higher likelihood of occurrence. It would appear (ex-locally) that everything is a buying opportunity until it isn’t.

March 14, 2017

0

On Bonds…Government Bonds

By James Whelan | ASX, Inflation, Oil

Firstly to the weekend papers where I noticed the Financial Times have run a full page article on the Internet Of Things. This is a great read and highlights how the CIA is allegedly using Smart TV’s to spy on users. It goes on with more detail on the dangers we are exposing ourselves to by allowing these devices to become such a trusted part of our lives. Read More