Preface: I wrote this article while overseas when I left the country two days after the failed Referendum. In saying that I am well aware of my privilege in being able to escape the issues that lie behind the failed Referendum, not only in being fortunate enough to afford to travel, but also in not carryingContinue reading “Queenslanders Better Hope Billy Be Woke”
Category Archives: Uncategorized
On DEI, You Are Very Wrong, Gentlemen
OK, it seems that you three gentlemen – Niall Ferguson, Bill Ackman and Elon Musk – have taken it upon yourselves to tear down diversity, equity and inclusion (DEI) measures on behalf of the conservative Elites as a part of this broad ‘anti-woke’ agenda so I will take it upon myself to respond to yourContinue reading “On DEI, You Are Very Wrong, Gentlemen”
Woke AI
I only learned about the latest anti-woke attack by the Technofeudalist Elon Musk Tuesday evening as I watched Jonathan Ferro and Lisa Abramowicz on Bloomberg. Ironically a few days earlier I had decided to interrogate Open AI’s Dalle 2 about wokes by asking it to draw “a pencil sketch of a person being ‘woke’” whichContinue reading “Woke AI”
Asymmetric Markets
There are articles in financial press stating that Australian pension funds (industry super funds) are ramping up bets on risky private credit, with some intending to triple their allocation to the asset class over 18 months! Now I am just sceptical enough to wonder what is to stop an owner of an asset turning aroundContinue reading “Asymmetric Markets”
[RESET]> The ‘Great’ Australian House Price Bubble
A 20 year perspective In my “Open to Offers” post I gave credit to Jeremy Grantham of GMO for much of my understanding of bubbles. While accurate, absent context this gives a false impression of my own evolution. The truth is I have always been naturally contrarian. In reality I think all authentic contrarians areContinue reading “[RESET]> The ‘Great’ Australian House Price Bubble”
The Great Reset: Investment implications
The investment strategy is the same irrespective of whether our socioeconomic system is now ‘Extreme Capitalism’ or ‘Technofeudalism’ In founding MacroEdgo my intention was that investment analyses and macroeconomics would be major themes of my writing along with general observations on socioeconomic and broader philosophical themes. COVID-19 changed that as investing took a back seatContinue reading “The Great Reset: Investment implications”
Don’t COP It Any More: Make 2024 count!
This graphic demonstrates why each COP must be evaluated relative to the task or effort required from that moment, NOT by a simple comparison to previous COPs. And that is why it is ridiculous to listen to self-congratulations about the first admission of the need to transition from using fossil fuel in energy systems inContinue reading “Don’t COP It Any More: Make 2024 count!”
Letter To First Peoples of Australia
I sent the below letter to First Nations friends, mostly from my youth, and asked they circulate it ahead of my launch of “Alter Edgo and His Bloody Woke Kid” as an attempt to minimise retraumatisation from the content in the series. I was deeply gratified to receive all supportive responses… First Nations people inContinue reading “Letter To First Peoples of Australia”
0.1%
Imagine you are a pilot – a good pilot – but you know next to nothing about the mechanics and engineering of a plane. You are on a remote island which is the site of an airplane servicing facility with 100 airplane engineers and mechanics and one other pilot. A tsunami alert has been triggered andContinue reading “0.1%”
“Reset”: Chapter 6 – “Roosevelt Weather”
Elliott opened his eyes one final time, and looked at the world with a loving smile, no doubt noting the ‘Roosevelt weather’ being enjoyed by the bustling humanity outside the window of his Scottsdale home, long jet streaks visible across an azure sky. He gently squeezed Patricia’s hand before his own softened and his ultimateContinue reading ““Reset”: Chapter 6 – “Roosevelt Weather””
MacroEdgo 