June 2023 | Quarterly Report

Introduction We continue to be amazed at the strength of the equity markets. Rising interest rates, war in Europe, heightened global tensions, colossal government and private debt levels, recent bank collapses… And yet the markets are near all time highs! "War, huh, yeah, What is it good for? Absolutely [...]

By |2023-07-11T17:38:17+10:00July 2023|Reports|0 Comments

March 2023 | Quarterly Report

Introduction The equity markets started the year with a strong January but this largely tempered in February. Then, quite perversely (in the midst of the Silicon Valley bank collapsing, the US Fed stepping in to guarantee deposits, and Credit Suisse and First National bank being rescued), markets rebounded to end [...]

By |2023-07-11T17:38:40+10:00July 2023|Reports|0 Comments
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