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  1. #1
    slow learner
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    Default John Ryder's Global Newsletter

    A great read each month!!

    The latest news letter is here and now web based......http://www.globalnews.co.nz/

    It's the last free lunch!!

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    What an interesting, comprehensive Global monthly review all in one letter!! Thanks to Fd if you are still around.(and John Ryder from Ryman healthcare)

  3. #3
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    Thanks for the link FD....Thanks to the Authors, John Ryder M.Com (Hons), CA, CMA; Tim Gordon B.Com, B.Sc (Hons); Tim Warren B.Com (Hons) for providing data commentary, and opinion free to the investor masses...much appreciated..we will look forward to your future emails...

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    Latest issue just hit my mailbox. fantastic read

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    Quote Originally Posted by Joshuatree View Post
    Latest issue just hit my mailbox. fantastic read
    Agree....A great easy to read summary of Global conditions..Only 7 paragraphs packed with a lot of info including NZ...Thanks John.

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    John Ryder has a special issue of his global newsletter out.

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    Latest issue out http://www.globalnews.co.nz/

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    Latest issue out ; in a nutshell "dance near the exit".www.globalnews.co.nz

  9. #9
    FEAR n GREED JBmurc's Avatar
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    Great reading have signed up for the newsletter
    People don't have ideas, ideas have people

  10. #10
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    Quote Originally Posted by Joshuatree View Post
    Latest issue out ; in a nutshell "dance near the exit".www.globalnews.co.nz
    Isn't John Ryder reflecting the majority view here? It seems a long time since I read of anyone expecting markets to roar ahead from here, nor are many forecasting an imminent crash.

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    Latest news letter is out now.

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    2nd paragraph sounds like NZ too.
    "Twenty-six years without recession have put Australia within two years of overtakingthe Netherlands’ record growth streak and government, central bank and economistforecasts all suggest it’ll take the mantle. After all, the economy has a head start with2.5% growth virtually baked in, 1.5% from population gains that are among thedeveloped world’s quickest and 1% from resource exports feeding Asia’s gianteconomies.


    Yet the reliance on rapid immigration is straining infrastructure, while mining profitsfuel riches for stakeholders but do little for the vast majority of Australians living inmajor cities. Meantime, wages are barely growing, households carry some of theworld’s heaviest debt loads, and productivity gains from the economic reforms of the1980s and early 1990s have petered out. There’s been no major economic reformsince the turn of the century, with just about every attempt reversed or cannibalisedby toxic politics. And the impact is starting to show. Just when the economy needsgrowth drivers outside of mining, a slide in global rankings for innovation andeducation suggest living standards could decline. The miracle economy thatshrugged off the global recession is turning mediocre. " bloomberg

  13. #13
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    yes its a good read indeed.
    And there are clear strategies and action points outlined too !
    For clarity, nothing I say is advice....

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    Last issue for 2017 just out. Its FREE

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    Quote Originally Posted by Joshuatree View Post
    2nd paragraph sounds like NZ too.
    "Twenty-six years without recession have put Australia within two years of overtakingthe Netherlands’ record growth streak and government, central bank and economistforecasts all suggest it’ll take the mantle. After all, the economy has a head start with2.5% growth virtually baked in, 1.5% from population gains that are among thedeveloped world’s quickest and 1% from resource exports feeding Asia’s gianteconomies.


    Yet the reliance on rapid immigration is straining infrastructure, while mining profitsfuel riches for stakeholders but do little for the vast majority of Australians living inmajor cities. Meantime, wages are barely growing, households carry some of theworld’s heaviest debt loads, and productivity gains from the economic reforms of the1980s and early 1990s have petered out. There’s been no major economic reformsince the turn of the century, with just about every attempt reversed or cannibalisedby toxic politics. And the impact is starting to show. Just when the economy needsgrowth drivers outside of mining, a slide in global rankings for innovation andeducation suggest living standards could decline. The miracle economy thatshrugged off the global recession is turning mediocre. " bloomberg


    Yes talking with three different bankers today TSB-Westpac-ANZ (working on my forward funding plans)

    Was very surprised how blinded they are to the new low rate enviroment we have currently been fooled into believely will last for the long term (Yet the FED is telling us the dead opposite) ..they all made comments if I was right and we seen 7% av rates 2020 that they would have a huge percent of their loan book wouod be in underwater >> talk about debt bomb ....one income families with hubby working in the property industry ticked with 700k debt 90% LVR >>>>sub 100k income (that could half in property downturn ?)
    Last edited by JBmurc; 18-12-2017 at 08:03 PM.
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  16. #16
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    That is why IR will not go up JB or go up very slowly

  17. #17
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    Default I don't think the banks or pour Govt will be ale to stop core rates heading higher

    Alan Greenspan, former Federal Reserve chairman. Alan Greenspan: Interest rates on government bonds have never been lower
    8:04 AM ET Fri, 4 Aug 2017 | 01:44
    Former Federal Reserve Chairman Alan Greenspan issued a bold warning Friday that the bond market is on the cusp of a collapse that also will threaten stock prices.

    In a CNBC interview, the longtime central bank chief said the prolonged period of low interest rates is about to end and, with it, a bull market in fixed income that has lasted more than three decades.

    "The current level of interest rates is abnormally low and there's only one direction in which they can go, and when they start they will be rather rapid," Greenspan said on "Squawk Box."

    That low interest rate environment has been the product of current monetary policy at the institution he helmed from 1987-2006. The Fed took its benchmark rate to near zero during the financial crisis and kept it there for seven years after.

    Since December 2015, the Fed has approved four rate hikes, but government bond yields remained mired near record lows.

    Greenspan did not criticize the policies of the current Fed. But he warned that the low rate environment can't last forever and will have severe consequences once it ends.

    https://www.cnbc.com/2017/08/04/gree...est-rates.html
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    Latest issue out, a good read for any one a little nervous about the current correction. One recco is a house builder in USA,they are short houses there too

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    Latest issue out covers a very broad range of sectors and industries with great global overview, its free.

    "Construction is expected to be a major contributor over the next few years, with the 2017 construction pipeline report (prepared by the Building Research Association of New Zealand and Pacifecon) projecting $310 billion of work between 2015 and 2022, of which $177.8 billion is in residential property, $65.7 billion in non-residential building, and $66.2 billion in infrastructure. The government has also signaled that it expects to spend $42 billion over the next five years, led by the KiwiBuild programme."
    The IMF has an optimistic view of New Zealand's economy, forecasting growth to stay at around 3%



  20. #20
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    yeh I was a little surprised at the overall view of optimism from the latest report. but it is a great read - very well put together using a variety of sources.

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