12 Sep, 2017 Marcel shares his thoughts on Australian "Liar Loans" and the consequences of such debt with Steve Austin on ABC Radio.
6 Sep, 2017 Marcel shares an update on his funds investment strategy and forecast with Peter and his audience on Switzer TV
1 Sep 17, Since 2008 the Chinese government has had an official policy called chuqu, or “going out”, which encourages Chinese companies to expand overseas by means of building new assets and acquiring existing assets. The strategy of building new assets has been mostly successful, with some exceptions: CITIC’s Sino Iron project at Cape Preston, Western Australia, for example, opened four years late, has run 200% over budget, and is still not profitable... [read more]
24 Aug, 17 Chinese banks and other lenders have enjoyed years of double-digit credit growth, but in March 2017 the authorities stopped the party, turned the lights on, and took away the alcohol. Abrupt changes in the leadership of the three main regulators (of banks, brokers and insurers) were followed by equally abrupt changes in regulatory style. Draconian new rules were issued and existing rules were enforced much more tightly... [read more]
23 August, 2017 Marcel von Pfyffer joins Switzer TV to discuss the global economy, low interest rates and markets both in Australia and abroad.
9 Aug, 17 Marcel joins Peter Switzer for a look at CBA's report, the banking sector, the miners and other global contributing factors
26 Jul, 17 Marcel joins Peter Switzer to share his views on the influence of Chinese commodity demand and US equities on the Aussie market
7 Jul, 17 Steve Austin and Marcel von Pfyffer on ABC Radio discussing Arminius' economic leading indicator modeling of the Australian equities market, and their seemingly contrasting position to the forecast 3% GDP growth reported ahead of this years G20 summit
3 Jul, 17 SHARE MARKET INDICES The Dow Jones is one of the oldest share market indices and probably the best known. The Dow Jones Industrial Average (to give it its full name) was created in 1896 by Charles Dow and Edward Jones in order to give an aggregate picture of trading on the New York Stock Exchange. The Dow is currently owned and managed by a subsidiary of S&P Global, which also owns and manages the Standard & Poor’s indices. It is based on the share prices of its thirty constituent companies, which are selected by an arcane process. [...]
28 Jun, 17 Marcel von Pfyffer shares his views on the next U.S. Fed rate moves, and the impact on Australian and other key global economies.