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Market Wraps
media
Latest news and analysis on media
Education
October 29, 2022 17:34
Media Worth Consuming – October 2022
Top 6 Articles High frequency indicators across employment and consumer spending still point to the US economy being strong with inflation expected to remain high. ...
Jonathan Rochford
Narrow Road Capital
October 29, 2022 17:34
Education
October 01, 2022 10:49
Media Worth Consuming – September 2022
Top 8 ArticlesThe Federal Reserve bears some responsibility for the current economic problems because it was too loose in the past, not because it is normalising...
Jonathan Rochford
Narrow Road Capital
October 01, 2022 10:49
Education
August 27, 2022 12:20
Media Worth Consuming – August 2022
Top 6 ArticlesOne in six US homes is in arrears on their utility bills and 40% of American small businesses don’t pay their rent on time.Joe Biden’s college loan...
Jonathan Rochford
Narrow Road Capital
August 27, 2022 12:20
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Education
July 30, 2022 14:23
Media Worth Consuming – July 2022
Top 5 ArticlesCEOs and Boards love “stakeholder capitalism” because woke values are easier to achieve than profits. In pricey Los Angeles, one business is building...
Jonathan Rochford
Narrow Road Capital
July 30, 2022 14:23
Education
June 25, 2022 15:14
Media Worth Consuming – June 2022
Top 5 ArticlesSix things that could drive markets higher amidst the current bearishness. By one measure, Australia’s property prices have just surpassed Japan’s at...
Jonathan Rochford
Narrow Road Capital
June 25, 2022 15:14
Education
May 28, 2022 17:38
Media Worth Consuming – May 2022
Top 5 ArticlesAllianz will repay investors in its collapsed structured alpha funds over $5 billion after having admitted they lied about the modelled performance of...
Jonathan Rochford
Narrow Road Capital
May 28, 2022 17:38
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
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
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
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