Author Archives: macroedgo

I am working on a number of important pieces which will be posted in due course. Please subscribe to be notified of new posts at the bottom of this page. Upcoming posts include: Major Release: Xenophobia must be addressed for an effective response to climate change inclusive of global population growth (published 2/12/19) Investment Theme:Continue reading “Upcoming Posts”

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Background Ten years on from what is known in Australia as the Global Financial Crisis, and the Global “Free Market” Capitalist economies do not resemble their post-World War II construct. As I write, fully 80% of German Government debt has a negative yield meaning that creditors are willing to pay the German Government for theContinue reading “SMSF Position Paper: July-Sept 2019”

Earlier Comment: from “Early Signs of Negative Wealth Effect” at Rogermontgomery.com on 17 January 2019 It is basic common sense – when through regulation or general policy drift one sector of the economy is favoured over others, partly through co-option of the political and bureaucratic system, a smaller share of the pie must by definitionContinue reading “Views on Australian Economy (early 2019)”

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”