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Latest
Buy Hold Sell
Listed Series 2024
Series
Buy Hold Sell
Fund in Focus
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
Private Assets
Property
Find funds
politics
Latest news and analysis on politics
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
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
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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
Macro
May 02, 2022 13:27
The rent is too darn high!
For many low and medium income Australians, the biggest issue in the upcoming Federal election is the cost of living. The quarterly CPI reading of 5.1%...
Jonathan Rochford
Narrow Road Capital
May 02, 2022 13:27
Education
April 30, 2022 18:28
Media Worth Consuming – April 2022
In case you missed it, here is Jonathan Rochford of Narrow Road Capital's famous (and long list) of the most interesting and under-the-radar articles worth reading...
Jonathan Rochford
Narrow Road Capital
April 30, 2022 18:28
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
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
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
21-40 of 92
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Buy Hold Sell: 3 under-the-radar stocks (and 2 overcrowded
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Buy Hold Sell,
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Do higher risk investments earn higher returns?
Delian Entchev,
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Equities
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