News – Page 3 – Mockingbird Investment

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 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...

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

May 1, 2020

Mocker Monday. May 1.

Macro views The anti-China sentiment, around business and trade, seems to be gaining momentum, fuelled by the coronavirus pandemic. There’s still alot of this to play out, but it seems the reversal of globalisation is looking like a major theme for the next few decades of investing. The Wuhan Coronavirus and Its Impact on China’s Foreign Relations – Part Two...

Ideas

April 24, 2020

Mocker Monday: Ideas to start your week. Apr 24.

Welcome to the Inaugural Mockingbird News Roundup! Once a week we will publish a summary of some articles which Mockingbird Members found particularly interesting. The Chinese released data on how the lockdown affected the economy. Overall the economy shrunk 6.8% relative to last year, but different sectors fared differently. The biggest winners were sectors involved in the digitization of business. In...

Ideas

Tag: News

Mocker Monday. June 1

Mocker Monday. 25 May.

Mocker Monday. 18 May.

Mocker Monday. May 12

Mocker Monday. May 1.

Mocker Monday: Ideas to start your week. Apr 24.