November 9, 2020

Mocker Monday. 9 November.

The big news over the last month has been the US election. So in light of that here’s a really interesting video we liked that covers some of the application of science and technology in finding gold deposits. AMA Presentation Nov 2020 (Resolution Minerals Ltd) One in four Mockers holds RML minerals as small portion of their portfolio, and they...

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November 9, 2020

Quiet Contrarian. Ep 10: Trades for October 2020

Another slow month. A few orders put in but nothing triggered… Nothing to see here.

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October 19, 2020

The Amateur Investor Ep. 18: Gains and Ethics

One of my favorite songs, and trust me I have a few, is Marvin Gaye’s Trouble Man. The opening always gives me goosebumps, reminding me of a time I long for but never got to live in. But one of the lines that always stuck with me in that song is the part where Gaye talks about the only things...

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October 6, 2020

Mocker Monday (but on a Tuesday). 6 October

Property The macroeconomics of Australian residential property investing (Damien Klassen – Nucleus Wealth) Beer Pedro Earp on the Business of Beer (Masters in Business Podcast – Bloomberg)

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October 1, 2020

Quiet Contrarian. Ep 9: Trades for September 2020

It’s been a quiet month. No trades made. The US market has pulled back a bit from last month’s highs, but is still looking quite overbaked, sitting at~175% of GDP. The ASX is much more reasonably valued (TMCGDP of ~101% or 115% at current and 10% drop GDP respectively), and has also pulled back, in line with the US markets,...

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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)

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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)

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September 14, 2020

Mocker Monday. 14 September.

Economy How COVID-19 has changed the way we spend (Roger Montgomery) Markets Are we entering the next commodities supercycle? (Livewire Markets) Competitive advantages of Australia’s tech titans (Livewire Markets)

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