ray dalio – 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

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

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: ray dalio

Mocker Monday. 28 September.

Mocker Monday. 21 September.

Mocker Monday. 27 July.

Mocker Monday. May 12