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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...

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May 11, 2020

The Amateur Investor. Ep 4: When to fold ‘em or Investing in the time of COVID-19

So let me preface this article by saying I have no idea what I am doing. At this stage, I have some idea of the ways in which companies operate from an investment perspective, how the value of their shares in the market can change in value, with a smattering of an understanding of how trading works. But still, I...

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May 7, 2020

Quiet Contrarian. Ep 1: The Outsider Investor.

So I’ve been doing this for 6 or so years now, and I’ve learned a lot in that time, I finally feel like I know what I’m doing… Kind of… At the very least, I’ve committed to the process of learning and discipline that seem to be the lynchpin of investing. I do feel like I need to step up...

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May 4, 2020

The Amateur Investor. Ep 3: Like getting into a cold pool

There’s a strange feeling that I sometimes get in my stomach when I know that I’m on the edge of something new/big. The first time my girlfriend kissed me was one such occasion. The first time I experimented with my cooking, the first time I competed in rock climbing. Life is full of such moments. They can be intimidating, but...

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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...

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April 30, 2020

COVID-19 Live Data II: The Recalculation

Just another quick summary on some new data sources surrounding the current pandemic.  Who’s working on a cure? Everyone. That’s who. Global Coronavirus COVID-19 Clinical Trial Tracker (covid-trials.org) A simple model trying to predict when the virus will end in different countries. Interesting to look at, but even the authors say it’s STRICTLY for educational purposes. Take with (many) grains...

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April 29, 2020

Lesson Learned: Go slowly

The stock market is a device for transferring money from the impatient to the patient. Warren Buffett No matter your style, commit some time to just playing and learning. Patience is your friend, feel free to let an opportunity pass. Sure, you’ll miss those returns, but don’t lament, there will always be another chance. FOMO is almost never something worth...

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April 27, 2020

The Amateur Investor. Ep 2: Meeting the Mockingbirds

I tossed my dirty climbing gear in the boot, it had been a hard session. My back was sore and my hands were basically useless. But I needed to blow off steam. Most of the day had been spent staring at any number of investment blogs and looking at a variety of companies ranging from financial tech to the minerals...

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Recent Posts

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