Macro investing: Recession risk? Pt 1

Key Points History shows that commodity booms must end Australia is now uncompetitive on almost every measure Most likely that we’ll follow UK-style approach to devaluation For the last two decades, Australia has beaten the business cycle. For 22 years, Australia has avoided recession. Who would want to challenge a track record like that and suggest that Australia may be on the verge of one? Well, I would. I believe there’s a reasonable chance that Australia will enter a recession next year. Here, I’m going to state my case and explain what Intelligent Investor Super Advisor members can do...

For the last two decades, Australia has beaten the business cycle. For 22 years, Australia has avoided recession. Who would want to challenge a track record like that and suggest that Australia may be on the verge of one?

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