Here Jim tries to answer some of those questions… |
Editor's note: Occasionally, we come across ideas that we simply have to forward to you. This one comes courtesy of our friend Nick Hubble at Strategic Intelligence Australia. |
Dear Reader, In this report, Jim Rickards explores what happens next for the global economy and for Australian investors. For example... Why is the stock market not crashing when it really should be? What value should the ASX 200 actually be sitting at right now? How long can central banks keep stock markets up as the world goes bankrupt?Which bright-spot sectors could shine amid the turmoil of the next two years? Jim’s just recommended one such sector to my readers. He believes it will outperform the market and produce risk-adjusted returns — even if we descend into a Long Depression.Just how much damage has been inflicted on the Australian economy? We’re better off than most. Or are we...? Plunging GDP, surging joblessness, mortgage defaults, corporate defaults, slashed dividends, cut earnings...is it going to get better or worse for Australia?What does a ‘recovery’ look like, if we even get one? Will it be L-shaped, where the downturn is steep, but no recovery emerges? Will we just hit the bottom and stay there, with a prolonged period of weak growth? This is the ‘sliding sideways’ scenario.What investments — aside from gold — is it smart to own over the next 18 months...as central banks perform their ‘asset market levitation’ tricks?There are no easy solutions. So much is in flux. But here Jim tries to answer some of those questions… Regards, | Nick Hubble,
Editor, Strategic Intelligence Australia |
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