Big 4 Banks – Mockingbird Investment

Mocker Monday. 25 May.

Long term debt cycle Nucleus investments has posted a great summary of the Australian position within the long term debt cycle (described by Ray Dalio and shared by Mockingbird on May 12), and what to look for in terms of good and bad policy responses in this space. Well worth your time to watch the whole thing. Debt Deleveraging: is...

May 18, 2020

Mocker Monday. 18 May.

The ASX Big 4 Banks We’ve been discussing the banks this week, as they’ve all released their Q3 earnings. We found it quite a struggle to come up with a solid consensus, and the uncertainty around them was obvious in our discussions. In summary: things are very uncertain (and really not all that good), but because of that the banks...

Tag: Big 4 Banks

Mocker Monday. 25 May.

Mocker Monday. 18 May.