Tag: coronavirus

September 14, 2020

Mocker Monday. 14 September.

Economy How COVID-19 has changed the way we spend (Roger Montgomery) Markets Are we entering the next commodities supercycle? (Livewire Markets) Competitive advantages of Australia’s tech titans (Livewire Markets)

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July 27, 2020

Mocker Monday. 27 July.

Market Commentary Market update 24 July 2020 (Shane Oliver – AMP Capital) Economy Coronavirus: Chinese economy bounces back into growth (BBC) The government will give JobKeeper a facelift, extending it for six months but splitting it into two tiers (Business Insider Australia) Australian manufacturing has been in terminal decline but coronavirus might revive it (ABC) Long Term Debt Cycle –...

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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...

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June 29, 2020

Mocker Monday. 29 June.

Mocker Roundup The Mockers had a meeting with alot of discussion about some key points for Australia and the world. We should note that these are our opinions, and they may not be correct, but nevertheless they represent how we see the world at the moment. These are our big forecasts for the near future: The Coronavirus won’t have as...

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June 22, 2020

Mocker Monday. 22 June.

Travel industry Good interview with the head of Flight Centre discussing how a company in one of the hardest hit sectors battened down the hatches. This also had some good insight into the expected recovery of the travel sector. ‘Survival was on the line’: Flight Centre’s near-death experience (Sydney Morning Herald) Coronavirus, the market, and the economy New fears of...

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June 8, 2020

Mocker Monday. June 8

Advanced manufacturing One of the major themes in the westernised countries is likely to be the return of manufacturing. Outside of Tesla, we’re not entirely sure where to position for this, but we’re currently trying to understand the industry. The role of 3D printing (additive manufacturing) in small batch, craft manufacturing, has the power to make fundamental changes in a...

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May 25, 2020

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...

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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...

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