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Latest
Buy Hold Sell
Listed Series
Series
Buy Hold Sell
Fund in Focus
Livewire Live
Meet The Investor
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Reporting Season
Success and More Interesting Stuff
The Pitch
The Rules of Investing
Views from the Top
Categories
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Daily Report
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Fixed Income
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economics
Latest news and analysis on economics
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
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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
Education
December 31, 2020 14:52
Media worth consuming: your monthly wrap
A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. US equity markets smashed the record...
Jonathan Rochford
Narrow Road Capital
December 31, 2020 14:52
Education
November 28, 2020 15:11
Media Worth Consuming – November 2020
A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Finance GMO is forecasting negative real...
Jonathan Rochford
Narrow Road Capital
November 28, 2020 15:11
Education
October 31, 2020 15:19
Media Worth Consuming – October 2020
A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Finance Small fund managers are...
Jonathan Rochford
Narrow Road Capital
October 31, 2020 15:19
Education
September 26, 2020 16:24
Media Worth Consuming – September 2020
A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Finance An American shopping mall CMBS...
Jonathan Rochford
Narrow Road Capital
September 26, 2020 16:24
Macro
September 08, 2020 07:29
Companies must be allowed to fail
Michael Jordan famously said: “I’ve missed more than 9000 shots in my career. I’ve lost almost 300 games. Twenty-six times, I’ve been trusted to take the game-winning...
VAH
VIRGIN AUSTRALIA HOLDINGS LIMITED
ASX:VAH
Followed by
8
people
VAH
VIRGIN AUSTRALIA HOLDINGS LIMITED
ASX:VAH
Followed by
8
people
Michael Skinner
September 08, 2020 07:29
Education
August 29, 2020 15:03
Media Worth Consuming – August 2020
A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Finance Citigroup helped Revlon dupe its...
Jonathan Rochford
Narrow Road Capital
August 29, 2020 15:03
81-100 of 161
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2 ASX mining stocks that could double (or more) in a year
Tom Stelzer,
Livewire Markets
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Why boring stocks can be good investments – and one I like
Patrick Poke,
A Rich Life
Equities
This recently triggered market signal has never failed to predict gains
Andrew Mitchell,
Ophir Asset Management
Equities
I sold my CBA to buy these two financials
Luke Laretive,
Seneca Financial Solutions
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