Aurum Echo

Aurum Echo A collection of snippets and notes aiming to share anecdotes of a macro-economic nature

Hey now, hey now, don’t green it’s overIf the old investment mantra “as goes January so goes the year” applies to the re...
26/01/2026

Hey now, hey now, don’t green it’s over

If the old investment mantra “as goes January so goes the year” applies to the rest of 2026, we’re in for a hell of a ride. It’s not a stretch to state the financial system is being reset, not in the future, but it’s happening right now. We almost decided to discontinue Aurumecho notes this year, on account of everything we’ve written of over the last 18 years is now happening – job done....

If the old investment mantra “as goes January so goes the year” applies to the rest of 2026, we’re in for a hell of a ride. It’s not a stretch to state the financial system is being reset, not in t…

In the pages of past Aurumecho notes over the last 16 years, we have constantly noted that we’d probably get no joy when...
06/11/2025

In the pages of past Aurumecho notes over the last 16 years, we have constantly noted that we’d probably get no joy when gold retakes its inevitable position of value stability in this financialised world, despite the potential uplift in portfolio values. This is true today, for gold to shine the world would have changed, and it has. No more fiscal can kicking, rubber has met the road despite the “business as usual” demeanour of MSM not wanting alarm the peeps with any truthful analysis....

In the pages of past Aurumecho notes over the last 16 years, we have constantly noted that we’d probably get no joy when gold retakes its inevitable position of value stability in this financialise…

Another week, another record high for equity markets and a great set up for the start of the second half of 2025. Financ...
11/07/2025

Another week, another record high for equity markets and a great set up for the start of the second half of 2025. Financial markets have now completely discarded the mid East events of the last couple of weeks, and who even remembers the April tariff tantrum? It’s just onwards and upwards. Investors were most fortunate that the mid-East agitators of the last few weeks were able to agree to conduct the most serious of actions only on weekends, allowing for minimal disruption to financial markets, giving “participants” time to manage the Monday open!...

Another week, another record high for equity markets and a great set up for the start of the second half of 2025. Financial markets have now completely discarded the mid East events of the last cou…

In a world of device zombiefication it’s hard for investors to finish a read that doesn’t sufficiently entertain. Long t...
11/07/2025

In a world of device zombiefication it’s hard for investors to finish a read that doesn’t sufficiently entertain. Long time supporters of these notes know we are generally up for the challenge but don’t really care. Such is the importance of recognising the seriousness of current investment climate change that we’ll give a brief summary upfront. From now on, for the foreseeable future, asset allocation diversification will require extra care as it relates to…...

In a world of device zombiefication it’s hard for investors to finish a read that doesn’t sufficiently entertain. Long time supporters of these notes know we are generally up for the challenge but …

What a difference a couple of days makes. Just a week ago we were to lead with this, below, in our most recent note: “Wh...
25/05/2025

What a difference a couple of days makes. Just a week ago we were to lead with this, below, in our most recent note: “When a business or an individual spends more than it makes, it goes bankrupt. When government does it, it just gets bigger then sends you the bill. And when government does it for 40 years, the bill comes in two ways: higher taxes and inflation....

What a difference a couple of days makes. Just a week ago we were to lead with this, below, in our most recent note: “When a business or an individual spends more than it makes, it goes bankrupt. W…

We normally wait for January to end before sharing portfolio ideas with dear readers but the way markets are shaping up ...
25/05/2025

We normally wait for January to end before sharing portfolio ideas with dear readers but the way markets are shaping up early Jan we thought it might pay to get in front of this one. Once again, we are sharing ideas we intend to implement in our own portfolios, and nothing written below should be taken as advice. Recapping 2024, thanks to enormous stimulus participation via global .gov spending, volatility (as measured by “the VIX”) remained relatively low across key asset markets, thus enhancing already bubblicious valuations in participating asset markets....

We normally wait for January to end before sharing portfolio ideas with dear readers but the way markets are shaping up early Jan we thought it might pay to get in front of this one. Once again, we…

Finally, the Obama era in the US has come to an end. We can only to smile to the army of “orange man bad” enthusiasts im...
24/12/2024

Finally, the Obama era in the US has come to an end. We can only to smile to the army of “orange man bad” enthusiasts imagining their ship only just starting to sink. The most amazing aspect of the last 2 months of US election activity is the fact that most “orange man bad” enthusiasts seem to have never properly bothered to even try to understand what the alternate team “Kamala” was trying to say....

Finally, the Obama era in the US has come to an end. We can only to smile to the army of “orange man bad” enthusiasts imagining their ship only just starting to sink. The most amazing aspect of the last 2 months of US election activity is the fact that most “orange man bad” enthusiasts seem...

Not sure how many readers of these pages need reminding gold now trades at AUD $4156 on Sunday, 27th of October 2024. It...
10/11/2024

Not sure how many readers of these pages need reminding gold now trades at AUD $4156 on Sunday, 27th of October 2024. It is worth reiterating we could still be in early stages of precious metal investment recognition by many. Western institutional and retail investment participation in this booming sector, as a % of investable assets, remains very low. Gold and gold miners as a percentage of global assets:...

Not sure how many readers of these pages need reminding gold now trades at AUD $4156 on Sunday, 27th of October 2024. It is worth reiterating we could still be in early stages of precious metal investment recognition by many. Western institutional and retail investment participation in this boomin...

There is a massive challenge looming in plain sight for asset prices in Australia but before we lay out this threat to l...
18/09/2024

There is a massive challenge looming in plain sight for asset prices in Australia but before we lay out this threat to long standing Australian domestic bliss, we must make a quick stop at the macro station. In the US, rapid 1% plus declines across the yield curve suggest markets are spooked by something more consequential than CPI or payrolls. We’ve always believed, as nature intended, the legacy imbalances of modern era unconventional central banking are finally coming home to roost....

There is a massive challenge looming in plain sight for asset prices in Australia but before we lay out this threat to long standing Australian domestic bliss, we must make a quick stop at the macro station.  In the US, rapid 1% plus declines across the yield curve suggest markets are spooked by so...

Last week, voters in the UK sent the conservatives to the sin bin for a generation, voters are about to do the same to t...
18/09/2024

Last week, voters in the UK sent the conservatives to the sin bin for a generation, voters are about to do the same to the incumbent left in France as the rest of Europe appears to be shifting to “the right”. Who knows what will happen in the US but at least the virtue signaling left can blame an incognizant and incoherent Joe for their demise if they don’t get up....

Last week, voters in the UK sent the conservatives to the sin bin for a generation, voters are about to do the same to the incumbent left in France as the rest of Europe appears to be shifting to “the right”. Who knows what will happen in the US but at least the virtue signaling left can blam...

It seems that mainstream media outlets and Western .gov cheerleaders just can’t put a finger on reasons for the dramatic...
05/05/2024

It seems that mainstream media outlets and Western .gov cheerleaders just can’t put a finger on reasons for the dramatic increase in the price of gold over the past 2 months. Mercifully, a little profit taking is allowing them time to collect their thoughts and we’re here to help. There’s no such confusion for long term readers of these pages. The fact that most investors and mainstream media are still confused as to the why and how to position investment portfolios in precious metals is a great sign for existing investors....

It seems that mainstream media outlets and Western .gov cheerleaders just can’t put a finger on reasons for the dramatic increase in the price of gold over the past 2 months. Mercifully, a little profit taking is allowing them time to collect their thoughts and we’re here to help. There’s no s...

“Hard times create strong men; strong men create good times; good times create weak men; and weak men create hard times....
09/04/2024

“Hard times create strong men; strong men create good times; good times create weak men; and weak men create hard times.” G. Michael Hopf It’s interesting to cast our minds back to the launch of the US Fed’s initial “QE1” in December 2008, just after the TARP (Troubled Asset Relief Program) ran out. We wrote at the time that we thought it would become permanent monetary policy, with unintended consequences to both society and the economy....

“Hard times create strong men; strong men create good times; good times create weak men; and weak men create hard times.”  G. Michael Hopf It’s interesting to cast our minds back to the launch of the US Fed’s initial “QE1” in December 2008, just after the TARP (Troubled Asset Relief Pro...

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