Peter Esho

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May 2023
Will the Americans do the right thing?
The US is on the brink of economic collapse…again. But like many times in the past, there is a high chance that everything gets sorted at the 11th hour…
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Peter Esho
French resistance a warning to everyone else
I’ve been keeping a close eye on the protests in France. They aren’t necessarily anything new, but the timing is interesting and perhaps more important…
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Peter Esho
Is a market correction around the corner?
One of the most interesting and insightful quotes I heard this week was from an experienced money manager saying “the best way for central banks to stop…
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Peter Esho
Missing the forest for the trees
One of the most important lessons in investing is not to get too caught up in the day-to-day market movements. Information is constantly being thrown at…
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Peter Esho
April 2023
The Mexican standoff in commercial real estate
Commercial real estate is a loose term for a global asset class that encompasses many, different, types of assets. Put simply, commercial property is…
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Peter Esho
Outlook for interest rates and property prices
I recently caught up with the team at ausbiz TV to talk about the current state of the real estate market and where we see prices going next year. My…
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Peter Esho
The reasons why Bitcoin is rising
One of the most significant shifts over the past few weeks in sentiment has been around the banking system. The collapse of Silicon Valley Bank and…
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Peter Esho
The RBA pause and what comes next?
The RBA’s decision to pause this week was dressed up as a short term measure but in reality the true story emerged during the week when the Governor…
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Peter Esho
March 2023
Mean reversion, cycles and the seasons of investing
It’s Akitu tomorrow, an ancient Assyrian and Babylonian festival which celebrates the start of spring and barley growing season. It’s also the start of…
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Peter Esho
1
Quicknote: Canadian inflation starts to cool, will it flow through elsewhere?
We’ve been watching Canada for the past six months very closely. One of the main reasons is the fact that the Bank of Canada paused its rate hikes…
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Peter Esho
A historic week in Switzerland
Credit Suisse has fallen, and once again, it seems like the Swiss central bank stepped in before the inevitable, with UBS taking over. Our real estate…
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Peter Esho
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