Thanks everyone for the support in what was an incredibly difficult year across the globe. We are incredibly impressed with Australians’ handling of the pandemic, which has been world-beating in many respects. And with vaccine rollouts imminent, brighter days beckon as we enter 2021. Dave, Chris and I hope you all enjoy a happy and
‘Kosciusko’ 1930, Will Ashton, Art Gallery of NSW Macro & Markets China, US to hold phase one trade deal talks ‘in the coming days’ – SCMP China’s wish to end US dollar dominance is unlikely to come true with no genuine challenger in the wings – SCMP U.S., China differ over plans for Phase
‘Factories on the Yarra’, 1928, Aletta Lewis, Art Gallery of NSW Macro & Markets Trump orders ByteDance to divest interest in U.S. TikTok operations within 90 days – Reuters A faltering U.S.-China trade deal is now the nations’ strongest link – Reuters Trump admits he’s blocking postal cash to stop mail-in votes – AP
‘Valley of Tharwa, Murrumbidgee’, J.R. Jackson, 1925, National Gallery of Victoria Macro & Markets Big Oil’s Nightmare Is Coming True – OilPrice A $10 Trillion Fed Balance Sheet Is Coming – Bloomberg $10bn of precious metals dumped each year in electronic waste, says UN – Guardian Three strikes against the Fed – VoxEU, Buiter
2019 was a banner year for investment returns. Our own funds performed well throughout the year, highlighted by our growth fund up 17.8%*. This puts it in the top 4 growth superannuation funds according to researcher Chant West: Other Nucleus funds also had significant gains, our International direct share portfolio led with 27.2% returns over
Thanks everyone for the support this year. It was another great year of tracking the economy within its global context, as well as pouring scorn on the Rum Corp. Leith and I hope that you all enjoy a merry and safe holiday period. So does the team at the MB Fund, Damien and Tim. Chris
For you wonderful members. We’re near launching a new site with upgraded comments section and membership management. Same old design so don’t get too excited. Here’s the link if you’d like have a play around. It would be helpful if you check that your membership works! Note that as a beta site it won’t retain
Merry Christmas MB readers and thank you for another interesting year. Here’s our schedule over the Christmas break and January 2018: Tuesday 25th Dec – 1st January links only. Wed 2nd January to 4th January full posting by Chris Becker. Mon 7th January to 11th January full posting by David Llewellyn-Smith and Chris Becker. Mon
Some of you need to reread the below. RULES OF THIS SITE YOU MUST READ AND UNDERSTAND THE FOLLOWING BEFORE POSTING A COMMENT 1. There are general and specific terms and conditions which apply to use of this site. If you do not agree to those terms, please do not post anything on the site. 2.
Merry Christmas MB readers and thank you for another interesting year. Here’s our schedule over the Christmas break and January 2018: Mon 25th Dec – 2nd January links only. Tues 3rd January to 5th January full posting by Chris Becker with support from Damien Klassen. Mon 8th January to 12th January full posting by Leith
Dear readers, Apologies for this morning’s outage. We had a very unusual convergence of an internal error and a crashed server in Canada that prevented us from fixing it. Service is restored but there may be a few glitches while we clean up. Regards, MB team
Every idiot is claiming the 457 visa cut as their own: The truth, yeh, whatever. Anyone that tracks the debates knows that only one person in this God forsaken village of idiots can claim to have positively influenced the immigration debate over a long period of time and his name is Leith van Onselen. Every
Merry Christmas MB readers. Here’s our schedule over the break: 24th Dec – 1st January links only with Chris Becker 2nd Jan – 15th Jan full posting by Chris Becker with support from Damien Klassen 16th Jan – 29th full posting with Leith van Onselen and CB with support from DK 30th Jan normal transmission resumes
After spending the past six years focused on defining economies, markets and policy for investors, MB has decided to create a direct investment fund, for readers who would rather we manage their investments for them. This is something we have discussed for some time with readers who have responded enthusiastically (indeed it was your idea!). In conjunction
Introducing a new year end segment at MB in which we have listed our most inept individual and collective aylites for you to vote on to “fire”, Donald Trump style, for this year’s under-performance. It’s pretty simple. We’ve listed our chosen many. You choose your top five. Then we’ll publish the list in priority order next
With the Brexit vote in June and the Donald Trump win in the U.S. Presidential election in November 2016 delivering an electoral riposte to a generation of increasing globalisation, Gunnamatta spoke with David Llewellyn- Smith and Leith Van Onselen about how the Australian economy is currently positioned, and of the implications for Australian economic policy
A few months ago we put out a survey asking members if they were interested in an MB backed investment solution to manage the core or nucleus of their portfolio. We have had a significant amount of interest and follow up questions from MB readers and so I thought it worth sharing some of the
Dear readers, We’ve received a number of notifications that some are having difficulty accessing MB since we adjusted our ad set-up a few weeks ago. Can you please describe any problems you are having in the comments below, including advising us on the nature of the problem, as well as what devices and browsers (including
Apologies for site outage. Working furiously to restore full service. Regards, MB Team.
Dear readers, MB is going to raise the price of a subscription from $149 to $199 on August 1, 2016. The price rise will apply to all subscribers and auto-renewals as they fall due. The main reason for this is the ongoing structural shift in the advertising market. Display advertising space which we used to sell
Another day, another financial planning or trading scandal it seems. Commonwealth Bank, Macquarie, Westpac, ANZ, National Australia Bank, none of our largest institutions appear immune. There is an inherent problem. While investment is usually done using knowledgeable, regulated and (for the most part) intelligent fund managers, the problem comes when you insert a sales person
Dear readers, Chris Becker will begin skeleton posting December 29th before resuming full time from January 4th. Leith returns mid-January. From Leith, Chris and myself have a Merry Christmas and safe festive season. Thank you for being so supportive across 2015. Warm regards, David Llewellyn-Smith (H&H)
Do you think we do a good job? We’ve never sought testimonials from our readers. Personally, it’s always been my not-so-humble opinion that if we keep doing good journalism and if you keep coming back, that should be enough. But this marketing guy (that we hired) wants me to collect some testimonials, to use on marketing
Peeps, We are aware of the site slowness and are working on a fix. Apologies. Regards, MB team
The Chrome bug is coming from the source at Google. Chrome automatically updates which is why many of you are affected but it also means it should fix itself soon as well. In the mean time use a different browser. Regards, The MB Team.
Just to let readers know, we’re aware of the Chrome issues and are working up a fix asap. Regards, MB Team
After four years of supplying the MB daily email to readers that choose (and often pay) to receive it, the monopoly popularly known as Google has mysteriously recategorised your daily MB email into the “promotional” tab within your gmail account. To reverse this inconvenience please follow the steps below. Step one: Click on the “promotions tab” at the top
Dear readers, Some of you have reported no longer receiving the daily email without having unsubscribed. The most likely explanation for this is your email screening has mistakenly categorised MB as spam, so check you’re spam folder first. If you still can’t find and re-categorise the daily email, fill in the below form and we’ll
I’ve had a number of inquiries asking for help on formatting problems with the new theme. We’re working through many of your kindly suggestions but if the posts are not updating on your screen or there the formatting is amiss then clear your browser cache. That will solve most problems.
Welcome to the MB 2.0 soft launch. We’ve recreated the site to provide members with a simpler and quicker user experience. The growth of the site continues to be extraordinary and it was experiencing slowdowns on the Wordpress platform. In the foreseeable future we expect demand for quality analysis on the economy to rise much further so we have prepared
