Tag: australia

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Talking To Myself

This month’s MarketCycle’s Musings is merely me ‘talking to myself.’ 1)  Where are we in the market cycle? Baupost Letter Points To Concern Over Risk Parity, Systematic Strategies During Crisis Undervaluation Is As Bad As Overvaluation Do Something Do Nothing […]

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What Could Go Wrong For Australia

Though tourism, education and rural exports contribute nearly one-quarter of Australia’s exports, currency appreciation could pose the biggest risk for growth in these three sectors, according to Bank of America Merrill Lynch. Alexandra Veroude and Tony Morriss of BAML highlight […]