Category Archives: Uncategorized

Strange Days

In the future, when some statistician looks back at the numbers during the Covid downturn, they will see an extra ordinary set of numbers. A massive drop in spending and GDP, yet a rise in incomes and savings! When we come out the other side two things will occur. First, there will be more things […]

Opposing Forces

Isaac Newton’s third law of motion states that for every action (force) in nature there is an equal and opposite reaction. The economy is far too complex, with too many interlinked variables for the precise mathematical rules of physics. However, you should never lose sight of the fact that everything which occurs, will lead to […]

Recession?

Technically Australia’s world record run of any advanced economy without a recession has been broken. However, the financial impact of the deep Covid driven recession was far less than expected. For those who remember back to the early 90’s recession when Paul Keating was Prime Minister, for most Australian’s the financial impact was minimal and […]

Modern Science

While many people assumed a vaccine would come, the bar was set low at 50% effectiveness. There is no way we could know that we would ever get a successful vaccine. Based on the past, it was optimistic to hope for a vaccine in five years, let alone less than one year. What is even […]

Very Encouraging Covid-19 Vaccine Results

In big news overnight, Pfizer and its German partner BioNTech have reported that its novel, two dose “mRNA” vaccine has been more than 90% effective thus far in protecting people against COVID-19 in a 44,000 person trial. Analysis found that the vaccine was more than 90 percent effective in preventing the disease among trial volunteers […]

Play it Again Sam

We delayed the October monthly report as we wanted to see the election result, which took a bit longer than expected. When preparing this introduction on Sunday afternoon Biden looks to have won but expect recounts and challenges. The House and Presidency to the Democrats and still a likely, but not certain Republican Senate. At […]

US Election

The upcoming US election is being closely followed by people around the world. Rarely have we ever seen such a polarised electorate. Unlike most elections of the past, this election is more a referendum on Trump rather than the usual battle between Republican and Democrat ideologies. While the Presidential race is the focus of attention, […]

A Covid World

This virus has some unusual features that have unfortunately made it hard to control. Essentially, what makes it so difficult is the wide range of outcomes, from many people who have no or mild symptoms, to the rarer but very severe responses, including death. If everyone became sick, even to varying degrees, those people automatically […]

Danger Factors Webinar

Recently we had our fourth presentation of our Investor Masterclass series which we presented via Zoom, given the inability to have people in the office. These Masterclass sessions are not only a unique educational opportunity, put together they give you insight into the Intralink’s investment philosophy and how we think when managing your investments. They […]