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Latest
Buy Hold Sell
Undiscovered Funds
Series
Buy Hold Sell
Fund in Focus
Listed Series
Livewire Live
Meet The Investor
Outlook Series
Rapid Fire
Signal or Noise
Success and More Interesting Stuff
The Pitch
The Rules of Investing
Undiscovered Funds
Views from the Top
Categories
Asset Allocation
Commodities
Daily Report
Education
Equities
Fixed Income
Funds
Investment Theme
Macro
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Find funds
economics
Latest news and analysis on economics
Equities
March 22, 2022 08:00
How should investors be positioning within equities?
At the latest Crestone Investment Forum, held on 22 February 2022, we asked panelists to share their views on the likely path of markets and the global economy in...
LGT Crestone
LGT Crestone
March 22, 2022 08:00
Macro
March 17, 2022 09:35
How concerned should we be about persistent inflation?
At the latest Crestone Investment Forum, held on 22 February 2022, we asked panelists to share their views on the likely path of markets and the global economy in...
LGT Crestone
LGT Crestone
March 17, 2022 09:35
Education
February 26, 2022 14:33
Media Worth Consuming – February 2022
Top 5 ArticlesWhilst American politicians love to talk about bringing drug prices down, Mark Cuban is starting a business that will actually deliver it.Seven weeks ago...
Jonathan Rochford
Narrow Road Capital
February 26, 2022 14:33
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Education
January 29, 2022 15:28
Media Worth Consuming – January 2022
Top 5 Articles15% of S&P 500 companies have a price to sales ratio over 10, more than double the peak in 2000.A study found that fund manager experience correlates...
Jonathan Rochford
Narrow Road Capital
January 29, 2022 15:28
Education
December 24, 2021 17:45
Media Worth Consuming – December 2021
Top 5 ArticlesThe US government is penalising savers with the largest negative real bonds yields in 40 years. In 1982, Kuwait had the third largest stock market in the...
Jonathan Rochford
Narrow Road Capital
December 24, 2021 17:45
Education
November 27, 2021 09:59
Media Worth Consuming – November 2021
In this wire, I take a look at investor psychology (why, for example, we’re at that stage of the cycle where amateur investors see lucky idiots making huge returns and...
Jonathan Rochford
Narrow Road Capital
November 27, 2021 09:59
Education
October 30, 2021 07:15
Media Worth Consuming – October 2021
Top 5 ArticlesHow Evergrande’s financial problems could spill over into banks, insurers and the Chinese stock market. Tesla has the same market capitalisation as the...
Jonathan Rochford
Narrow Road Capital
October 30, 2021 07:15
Macro
October 16, 2021 17:04
A Nobel prize for debunked research?
This week came the announcement that the Bank of Sweden Prize in Economic Sciences has been awarded to three American economists for their work on natural experiments....
Jonathan Rochford
Narrow Road Capital
October 16, 2021 17:04
Macro
October 14, 2021 11:55
Australia needs a higher - not lower - inflation target
Much has been written on the failure of the Reserve Bank to achieve its inflation target in recent years. Bill Evans and The Australian Financial Review have argued...
Anthony Doyle
Firetrail Investments
October 14, 2021 11:55
Education
September 25, 2021 15:55
Media Worth Consuming – September 2021
Top 5 Articles The tweet that sums up investing in 2021. As a result of the eviction moratorium, some American landlords are demanding 6 months of rent upfront. ...
Jonathan Rochford
Narrow Road Capital
September 25, 2021 15:55
Education
August 28, 2021 14:55
Media Worth Consuming – August 2021
Top 5 ArticlesHow “the bezzle” temporarily inflates GDP in euphoric times before reversing in a downturn. A Westfield mall in California had its valuation slashed by...
Jonathan Rochford
Narrow Road Capital
August 28, 2021 14:55
Education
July 31, 2021 10:52
Media Worth Consuming – July 2021
A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed.Individual American investors are...
Jonathan Rochford
Narrow Road Capital
July 31, 2021 10:52
Macro
July 10, 2021 15:52
Governments are running an anti-productivity agenda
One of the most annoying and destructive narratives from mainstream economists in the last decade has been that government debt doesn’t matter. It’s commonly trotted...
Jonathan Rochford
Narrow Road Capital
July 10, 2021 15:52
Education
June 28, 2021 15:13
Media Worth Consuming – June 2021
A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. If you think the S&P 500 is overvalued,...
Jonathan Rochford
Narrow Road Capital
June 28, 2021 15:13
Education
May 29, 2021 13:28
Media Worth Consuming – May 2021
A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Druckenmiller: “I can’t find any period...
Jonathan Rochford
Narrow Road Capital
May 29, 2021 13:28
Education
May 01, 2021 08:38
Media worth consuming – April 2021
A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Short sellers have been pulling back,...
Jonathan Rochford
Narrow Road Capital
May 01, 2021 08:38
Education
March 27, 2021 13:12
Media worth consuming: March 2021
A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed.American margin debt is continuing to...
Jonathan Rochford
Narrow Road Capital
March 27, 2021 13:12
Education
February 27, 2021 10:17
Markets, economics and politics - the need to know wrap: February
A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Citibank’s market sentiment indicator...
Jonathan Rochford
Narrow Road Capital
February 27, 2021 10:17
Education
January 30, 2021 07:02
Media Worth Consuming – January 2021
A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed.There’s more S&P 500 stocks trading at...
Jonathan Rochford
Narrow Road Capital
January 30, 2021 07:02
Macro
January 28, 2021 18:07
Neoliberalism is greatly misunderstood
The last decade has seen the concept of Neoliberalism go out of fashion. Today it is typically used as a slur against people holding small government and free market...
Jonathan Rochford
Narrow Road Capital
January 28, 2021 18:07
61-80 of 147
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most
popular
Equities
Buy Hold Sell: 3 dogs of the ASX (and 2 darlings headed
higher)
Buy Hold Sell,
Livewire Markets
Equities
Uranium story: Bang the drum, there's a new Boss in town
Chris Conway,
Livewire Markets
Equities
This fund manager outperformed the Small Ords Index by 9.09%. Here’s
how
Sara Allen,
Livewire Markets
Equities
Buy Hold Sell: 5 growth stocks for the next 5
years
Buy Hold Sell,
Livewire Markets
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