Research Watch

The safe assets shortfall, the Aussie banks bubble, shorting the $A, bear traps, gold explained, the price of leaks, bad bankers, and corporate ink.

There has been plenty of talk about a global shortfall of “safe” assets since the crisis, but could that sparsity extend to all securities? This week, Citi discovers the investible universe is growing at half the rate we’re used to, which could explain the powerful rally – that, and an equity buying spree by central banks. In fact, the good times have gone on so long that Richard Russell, one of the biggest permabears of the past five years, is now feeling sorry for the bears. Elsewhere, one analyst says shorting the Australian dollar will be the “trade of the century,” while another thinks you’d be better off buying gold. A new study reveals the dark art of leaking deals, a spandex-clad roller-girl demands bankers get a spanking and, on video, where would you get your company’s logo tattooed?

Graph for Research Watch

{{content.question}}

Mastercard

{{ twilioFailed ? 'SMS Code Failed to Send…' : 'An SMS verification code has been sent ...' }}

Hi {{ user.FirstName }}

Looks like you have already taken a free trial

Please enter your payment details

We have sent you a code via SMS to {{user.DayPhone}}

please enter this code below to complete your SMS verification

We cannot send you a code via SMS to {{user.DayPhone}}

If you didn't receive SMS code please

SMS code cannot be sent due to: {{ twilioStatus }}

Please select one of the options below:

Looks you are already a member. Please enter your password to proceed

Please untick this box when using a public or shared device


Verify your mobile number to proceed...

Please check your mobile number below and press the Send Verification Code button. This will be used to complete your verification in the next step.

Please sign up for full access

Mastercard

Updating information

Please wait ...

Trial

Mastercard
{{ productPrice }} / day
( GST included )
Price $0
GST $0
Discount -{{productDiscount}}
TOTAL {{productPrice}}
  • Mastercard
  • Visa

Please click on the ACTIVATE button to finalise your membership

Mastercard

The email address you entered is registered with InvestSMART.

Please login or select "Don't know password"

Please untick this box when using a public or shared device


Register as a new member

(using a different email)

Related Articles