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Latest news and analysis on politics
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
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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
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