Economy – Mockingbird Investment

September 28, 2020

Mocker Monday. 28 September.

Economy Oliver’s Insights – Australia’s “eye popping” budget deficit and public debt blow out – can it be paid off? Does it matter? (Shane Oliver – AMP Capital) US-China relations and wars (Ray Dalio – Principles.com)

Ideas

September 21, 2020

Mocker Monday. 21 September.

Markets Why eSports are sexy, but expensive (Damien Klassen – Nucleus Wealth) Why this manager is avoiding today’s hot stocks (Livewire Markets – Youtube) Economy The big cycles of China and its Currency (Ray Dalio – Principles.com) Investment and portfolios Tips for using ETFs in an investment portfolio (Livewire Markets – Youtube)

Ideas

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)

Ideas

September 7, 2020

Mocker Monday. 7 September.

Economy What will the world look like in 2025 (Andrew Clifford – Platinum Asset Management) Markets The Crash Of 2020: Into The End Game (Forbes) Market outlook Q&A – disconnect to real economy, growth v value, vaccines, property, gold, inflation, and other issues (Shane Oliver – AMP Capital) First Robinhood, Now Masa the Nasdaq Whale (Bloomberg) Investor behaviour How COVID-19...

Ideas

August 10, 2020

Mocker Monday. 10 August.

Economy An investor’s guide to good government stimulus (Damien Klassen – Nucleus Wealth) Stock market Are you brave or are you foolish? (Michelle Lopez – Livewire Markets – Youtube) The single most important concept in markets today (Joe Magyer – Livewire Markets – Youtube) Investing The coffee can approach (Roger Montgomery)

Ideas

August 3, 2020

Mocker Monday. 3 August.

Economy US dollar breaking down, gold and the $A breaking up (Shane Oliver – Livewire Markets) 3 months of hell: US economy drops 32.9% in worst GDP report ever (NPR) Stock Market Tech results: Amazon, Apple, and Facebook earn record profits during pandemic (The Telegraph) Revenue comparison of Apple, Google, Alphabet, and Microsoft (Statista) Hyper growth for local telehealth start-up...

Ideas

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 –...

Ideas

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...

Ideas

Tag: Economy

Mocker Monday. 28 September.

Mocker Monday. 21 September.

Mocker Monday. 14 September.

Mocker Monday. 7 September.

Mocker Monday. 10 August.

Mocker Monday. 3 August.

Mocker Monday. 27 July.

Gold Bears and Bulls 2020