long term debt cycle – Mockingbird Investment

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

June 1, 2020

Mocker Monday. June 1

V? Or U? (Or maybe W, L, or K!?) The theme of the week was definitely the post-Corona economic recovery. From the tone of the articles, most of the Mockers are quite bearish on the recovery, with recent market strength being chalked up to some wishful thinking. We’re not sure what the market is showing us marries with the underlying...

Ideas

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...

Ideas

May 12, 2020

Mocker Monday. May 12

Not much shared by the mockers this week. Debate seems to be raging whether Australia will bounce back quickly or slowly. A Bull case: The Lucky Country – 3 reasons why Australia will emerge better than most (Livewire Markets) A Bear case: Are equities disconnected from the real economy? (Roger Montgomery) Beyond Covid there is broader risk that the global...

Ideas

Tag: long term debt cycle

Mocker Monday. 27 July.

Gold Bears and Bulls 2020

Mocker Monday. June 1

Mocker Monday. 25 May.

Mocker Monday. May 12