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          <time datetime="2019-04-02T10:26:22+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 02, 2019 10:26</time>
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Getting ready to grow the short <span class="whitespace-nowrap">book<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  When the stars align, there is money on the table for investors in short selling – the process of selling high, then buying low. With the tide of central bank...
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          <time datetime="2019-04-02T09:26:35+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 02, 2019 09:26</time>
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              8 myths peddled as truth
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Were we really so credulous? Did we really know so little about foreign food? 62 years ago today, Panorama aired one of the great April Fool’s jokes. The report showed...
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  On Wednesday, New Zealand online goods trading and classifieds platform TradeMe will hold an extraordinary general meeting so that shareholders can vote on the...
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          <time datetime="2019-04-02T08:53:53+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 02, 2019 08:53</time>
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              Reserve Bank will be acting too late to stop an Australian recession
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  After 27 years, the Australian economy is finally facing a recession. Neither monetary nor fiscal policy look set to save it and yet again we appear highly dependent...
</div>

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          <time datetime="2019-04-02T06:00:13+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 02, 2019 06:00</time>
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Risks and opportunities from a Labor <span class="whitespace-nowrap">win<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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              A Dividend Bonanza
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  Interest rates around the world, including Australia, have been falling recently. Where conventional wisdom one year ago was for rising rates, now expectations have...
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          <time datetime="2019-04-01T17:21:48+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 01, 2019 17:21</time>
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              China stimulus working its magic
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  The local market ran with the positive lead out of the US and Europe on Friday night, combining with some better than expected China PMI data to send the index over...
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        Market Partners 
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        <time datetime="2019-04-01T17:21:48+11:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">April 01, 2019 17:21</time>
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          <time datetime="2019-04-01T15:41:54+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 01, 2019 15:41</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full ">
              Leigh Creek poised for growth
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Last month we discussed our thesis for owning Leigh Creek (ASX:LCK). The big news for LCK this month was that it received its maiden 2P reserve certification. This is...
</div>

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  Obviously in the near term, week-to-week, month-to-month it’s impossible to predict currencies, but over any medium-term period – you can at least, in our view, make...
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        Coolabah Capital
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          <time datetime="2019-03-30T12:22:56+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 30, 2019 12:22</time>
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              GODLUC is the new FAANG
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  The USD $61 billion ride sharing sector makes a splash with the Lyft IPO this week already oversubscribed and Uber’s S1 filing in with the SEC.  Other global players...
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        Territory Funds Management
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          <time datetime="2019-03-29T19:55:25+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 29, 2019 19:55</time>
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              Media Worth Consuming – March 2019
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Stock buybacks are better at getting cash to executives than shareholders. Hedge fund Element Capital has delivered net annual returns of 21% since 2005. A British...
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        Narrow Road Capital
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Why a world of opportunity awaits bond <span class="whitespace-nowrap">investors<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  There is an amazing breadth of opportunity in global fixed income, with many investors not realizing the sheer volume of trading that takes place and the size of bond...
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  Investing is a difficult exercise for investors, big and small. Below we explore a number of examples and ways to mitigate your investment risk thereby increasing your...
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>The RBNZ joins the dovish <span class="whitespace-nowrap">stampede<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  The US dollar was stronger against almost all major currencies this week. This was not so much due to positive news on the US economy but instead in response to...
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        Coolabah Capital
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/macro">Macro</a>

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          <time datetime="2019-03-29T10:19:03+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 29, 2019 10:19</time>
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              13 charts that show just how insane monetary policy really is
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Someone (maybe it was Albert Einstein) once opined that: “Insanity Is Doing the Same Thing Over and Over Again and Expecting Different Results”  It is our view that...
</div>

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        Clime Asset Management
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