Got give credit where it’s due, via Chris Joye:
During the week I advised my investors, media colleagues and friends that it would not be surprising if Scott Morrison won the election comfortably.
For months this column argued that the betting markets and political pundits were wrong in assuming ScoMo had no chance. Indeed, it posited that he possessed impressive “prime ministerial material” in May 2018 and warned in January that Labor risked a John Hewson-redux.
These insights were not predicated on any political inside information. The belief ScoMo could win was premised on pure first principles logic. In fact, he intuitively felt like a good trade – a massively mispriced asset.
Nice work on a contrarian call.
The lesson for everyone else: forget the bloody polls!
