Shane Oliver – 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 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

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...

Ideas

July 6, 2020

Mocker Monday. 6 July.

Just a couple of links featuring some of the Mocker’s favourites this weeks: Roger Montgomery and Ben Clark do a BHS on some of the most Googled stocks on the ASX. Some good insights into the balancing act of “Quality Businesses at Fair Prices”. 6 of the most Googled stocks (Livewire Markets – Youtube) Shane Oliver gives a comprehensive update...

Ideas

Tag: Shane Oliver

Mocker Monday. 28 September.

Mocker Monday. 7 September.

Mocker Monday. 20 July.

Mocker Monday. 6 July.