Author Archives: macroedgo

Earlier Comment: from “Early Signs of Negative Wealth Effect” at Rogermontgomery.com on 7 February 2019 [In an earlier comment on this thread] I inferred that I had used the weakness in stocks at the end of 2018 to buy into numerous Chinese stocks, and that I felt that the tough conditions ahead would benefit theseContinue reading “The Issues With Investing in Chinese Companies”

Comment on RogerMontgomery.com on 3 November 2017 at Money News 31.10.2017: I was at a small suburban shopping centre 8 kms south of Brisbane CBD that has 5 or so restaurants, and 2 fish and chips takeaways as well as several chain takeaways, at 7.15 last Thursday picking up some takeout… Two cars in theContinue reading “Signs of Trouble in Brisbane: Forerunner for the Nation?”

Comment on 13 April 2018 on RogerMontgomery.com at ABC Nightlife: The following is perhaps more a “weekend read”, but I think this really needs to begin to be dealt with… The more important issue around retailing in Australia, in my opinion, is the impact of the throw-away society on the environment, especially in relation toContinue reading “Coming Soon: “Product Miles” like Food Miles”

Comments made on 2 August 2017 at “How Driverless Cars Will Change Our Lives“ I recall Buffett saying during a Squawkbox session around the time of last year’s annual meeting that for the first time in the 30 odd years that he had been privy to detailed insurance data that the incidence of single driverContinue reading “Publicly Expressed Views on Vehicle Autonomy”

Comment on 9 February 2018 at Why Helicopter Parenting Can Set Kids Up For a Crash: Thanks for sharing that very thought-provoking article, Roger. “He believes many of us get deluded by a phenomenon known as survivorship bias, where we only see the winners … and do not properly observe the losers.” That is preciselyContinue reading “Smarties to Exploit Monetarily (STEM): Australia does not value human capital”

I intend to write an indepth post detailing my views on Berkshire Hathaway. Before I do that, for full disclosure it is appropriate that I place here my earlier public comments on the topic. My Comment on 1 November 2016 at “Is Berkshire Hathaway a Victim of Its Own Success?“ Whilst I agree with yourContinue reading “Berkshire Hathaway: Historical Views”

Comment on 14 May 2019 at “More Trump?“ I wanted to share two things. Firstly, I recall reading in Rutger Bregman’s book “Utopia for Realists” that in the 60s the Republicans came very close to implementing a form of Universal Basic Income… Apparently the Bill was put forward to Congress, etc, and the only reasonContinue reading “Thoughts on Trump”

This site encompasses economic, investment, financial, business and managerial analysis and life philosophy. It is unapologetically challenging!  If you do not take with a grain of salt some of what I say here then I have failed in my aim. I pride myself on being ahead of the curve and absolutely feel uncomfortable being aContinue reading “Introducing MacroEdgo”

I am an ex-scientist and believe in full disclosure… so here is the full story… Check out my Curriculum Vitae for my career as a scientist. Check out my Investment History. Firstly, why the “Edgo” in “MacroEdgo”. I come from the small agricultural town of Innisfail in northern Queensland where my Great Grandparents were pioneersContinue reading “About”