News2017-12-17T01:36:45+00:00

Geldzug: GREEN SWANS

20 October 2021 The world’s central bankers have been worrying about green swans lately. The Bank for International Settlements (aka BIS), which is the central bankers’ central bank, even held a “Green Swan” conference. What does this mean for Australia’s banks... [read more]

By |October 20th, 2021|Categories: 2021, Geld Zug|Comments Off on Geldzug: GREEN SWANS

Geldzug: THE WINTER OF DISCONTENT

12 October 2021 The winter of 1978-1979 was disastrous for the UK economy. A combination of freezing weather, rising inflation, union wage demands, and public and private sector strikes caused fuel shortages, food shortages, and essential services failures. The press christened the period “the winter of discontent”, borrowed from the first line of Shakespeare’s Richard III. Not surprisingly, Margaret Thatcher [...]

By |October 12th, 2021|Categories: 2021, Geld Zug|Comments Off on Geldzug: THE WINTER OF DISCONTENT

Geldzug: CRACKDOWNS IN CHINA: PART I

21 September 2021 The first part in a series of articles on the recent events in China. No Arminius Capital fund has any direct exposure to Chinese equities. This is a deliberate policy: we can read the Chinese-language financial accounts of Chinese companies, so we know that these contain some of the most imaginative fiction outside the bestseller lists. But [...]

By |September 22nd, 2021|Categories: 2021, Geld Zug|Comments Off on Geldzug: CRACKDOWNS IN CHINA: PART I

Geldzug: THE NEXT CORRECTION

10 September 2021 For the last two months Arminius has been warning investors that world equity markets are at risk of a correction of up to 15%. We believe that share prices have baked in too much optimism about the global economic recovery, which means that any serious setback could trigger a sharp fall... [read more]

By |September 10th, 2021|Categories: 2021, Geld Zug|Comments Off on Geldzug: THE NEXT CORRECTION

Geldzug: THE AUGUST 2021 AUSTRALIAN REPORTING SEASON

2 September 2021 Twice a year we summarise the half-year and full-year results of the companies in the Arminius Capital ALCE portfolio https://arminiuscapital.com.au/funds/. Most of our companies reported strong earnings recoveries in the June 2021 half-year, and it has also been a record season for dividend payouts and share buybacks. Despite the recent surge in COVID-19 lockdowns, company boards – [...]

By |September 2nd, 2021|Categories: 2021, Geld Zug|Comments Off on Geldzug: THE AUGUST 2021 AUSTRALIAN REPORTING SEASON

Geldzug: WHAT ARE CENTRAL BANK DIGITAL CURRENCIES?

18 June 2021 Central bank digital currencies (CBDCs) are already operating in the Bahamas and being trialled in China. They will be introduced by many countries over the next five years. CBDCs enjoy the crucial advantage of total security, because a central bank can’t go broke. But, in order to achieve broad acceptance, CBDCs also need to be cheaper or [...]

By |June 18th, 2021|Categories: 2021, Geld Zug|Comments Off on Geldzug: WHAT ARE CENTRAL BANK DIGITAL CURRENCIES?

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