Skip to content
Mockingbird Investment

Better returns through sharing ideas

  • Latest
  • Ideas
  • Stories
  • About Us
  • Contact Us
July 21, 2020

Gold Bears and Bulls 2020

Currently a lot of Mocker discussion has revolved around the merits, and/or pitfalls, of investing in Gold. This is a popular topic in the investing community as well, with prominent investors both for (Dalio, Marks, O’Leary) and against (Buffett, Munger, Gates) gold. Bulls Macroeconomic environment is terrible: money printing is rife, uncertainty is high, global stability is falling, government debts...

Categories Ideas
July 21, 2020

The Amateur Investor Ep. 14: A watched pot

There are mornings where I wake up feeling a little behind the eight-ball and find myself rushing about, filled with not a small amount of regret at all the things I should have tackled earlier but didn’t because I let myself get distracted with other things or procrastinated actually implementing the strategy for execution.  It’s something I’ve found myself suffering...

Categories Ideas
July 20, 2020

Mocker Monday. 20 July.

Market commentary Class of 2020 (Rudi Filapek-Vandyck – Livewire Markets) Economy The fiscal cliff is more likely to be a fiscal slope (Shane Oliver – AMP Capital) Superannuation early withdrawals near $30b as new financial year sees double dipping (ABC News) Coronavirus Coronavirus vaccine tracker: how close are we to a vaccine? (The Guardian) How effective does a COVID-19 coronavirus...

Categories Ideas
July 16, 2020

Quiet Contrarian. Ep 6: FY20 Reflection

FOMO, Fear and Feline Fatalities… Well. That was an interesting year. The first half was an incredible rally, I took a lot of profit on the way up, and was happy with myself and my choices. Then… it shifted… somewhere around November. I was sitting on 40% cash, I didn’t want to get out anymore… But the market kept rising!...

Categories Stories
July 14, 2020

BHS: Class Ltd – CL1:ASX

Interesting company, think XRO, but primarily targeting the SMSF industry, focussed on accountant and SMSF fund manager clients. From their site: Our mission is to deliver innovative administration solutions that automate manual workloads, driving high levels of processing efficiency and scalability and supporting accountants and their clients with delivering digital SMSFs. They seem to be doing this well, with consistent...

Categories Ideas
July 14, 2020

The Amateur Investor Ep.13: In a little deep

When one gets older, one picks up a healthy amount of skepticism.  Maybe it’s the loss of innocence.  Maybe it’s the realisation that this is really it and that you have to start adulting now if you’re planning to survive.  In any case, to put it bluntly, the shine starts to wear off in some places.  At least it did...

Categories Ideas
July 13, 2020

Mocker Monday. 13 July.

Some interesting articles about how countries, companies, and beer is responding to the current world economy.  What beer sales tell us about the recession (Planet Money – NPR) Japan auto companies triple Mexican pay rather than move to US (Nikkei Asian Review) China stokes a stock-market mania, risking repeat of 2015 bubble (Bloomberg) What should you do with a hot...

Categories Ideas
July 8, 2020

Lesson Learned: Look for the One-Two Punch

Buy when there’s blood in the streets, even if the blood is your own Baron Rothschild Just like in boxing, it’s the punch you don’t see coming that floors you, and combos can wreak major havoc on a stock price or a market. Warren Buffett commented on the recent 1-2 punch of COVID-19 and oil price shock that lead to...

Categories Ideas

Posts pagination

  • «
  • 1
  • 2
  • …
  • 10
  • 11
  • 12
  • 13
  • 14
  • 15
  • 16
  • 17
  • 18
  • »

Recent Posts

  • AI echoes. Xmas Special: The Architect and the Machine – A parable
  • AI echoes. Ep2: The Gigawatt Grab – How the AI Arms Race Might Accidentally Fix the Grid
  • AI echoes. Ep1: The Great Burn – Why the Next Decade of AI Will Be Built on Ashes
  • AI echoes. Ep0: Introduction – Listening for patterns in the noise
  • Quiet Contrarian. Ep67: Trades for June-Aug 2025 and Site update

Popular tags

AI echoes amateur investor APX ART BGL BHS blog CGS coronavirus CSL CUV Damien Klassen diary Economy EOFY reflection FID FLT GAP GNP IEL investing investment diary KLL lesson learned long term debt cycle MAD MFG monthly trades NCK NEU News NMT NST PLS portfolio quiet contrarian ray dalio RKN RRL Shane Oliver SHJ stock stock market stock quickie TGR

Archives

  • December 2025
  • November 2025
  • September 2025
  • June 2025
  • May 2025
  • April 2025
  • January 2025
  • December 2024
  • November 2024
  • October 2024
  • September 2024
  • August 2024
  • July 2024
  • June 2024
  • May 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

©2026 Mockingbird Investment / Draft Privacy Policy

Coldbox WordPress theme by mirucon

Back To Top