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Latest
Buy Hold Sell
Listed Series
Series
Buy Hold Sell
Fund in Focus
Livewire Live
Meet The Investor
Rapid Fire
Reporting Season
Success and More Interesting Stuff
The Pitch
The Rules of Investing
Views from the Top
Categories
Asset Allocation
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Daily Report
Education
Equities
Fixed Income
Funds
Investment Theme
Macro
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Weekend Report
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finance
Latest news and analysis on finance
Macro
March 30, 2022 06:00
NFTs and DeFi: what are they and why should you care?
One of the concepts at the very heart of the blockchain world is “decentralisation.” It refers to the transfer of control and decision-making from a centralised...
Dan Annan
Cosmos Asset Management
March 30, 2022 06:00
Education
March 26, 2022 15:54
Media Worth Consuming – March 2022
My top five articles across the month are: Reliance Industries has outfoxed Amazon by taking employees and store leases from a nearly bankrupt Indian retailer. Supply...
Jonathan Rochford
Narrow Road Capital
March 26, 2022 15:54
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
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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
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
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
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
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2 ASX mining stocks that could double (or more) in a year
Tom Stelzer,
Livewire Markets
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Patrick Poke,
A Rich Life
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This recently triggered market signal has never failed to predict gains
Andrew Mitchell,
Ophir Asset Management
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