sent to clients 9/10/23 Once again, we watch a tragedy unfold live and hope as much disaster can be averted as possible. It is my...

sent to clients 15/5/23 Hello, Top of the arvo to you and it’s a short and sweet one to stay ahead of a week with lots of noise. Here’s...

Sent to clients 1/5/2023 Good afternoon, And so we arrive in May. And as we are now officially in the “market goes down because it...

Writing to you from the second office in east Gippsland where I’ve escaped with my youngest (the jump rope champion) to work on some...

A few things this week in the form of links but firstly I should note that holding the line on Nvidia has proven fruitful thus far. I...

Firstly China…wow. Whoever said Chinese data was too manufactured in a straight line? Chinese GDP last week was bad. Really bad. With a...

Some notes on how easy it was to manipulate the market messaging on Friday last week and a new idea I'm looking at in Digital Infrastructure

We take a look at margin pressures of the US retailers going into the holiday season and where the trade is there. Also semi's update..

On how maybe this market is like my BBQ and the valuations and expectations are like Thanksgiving turkey. Also some great stats EOY

Some notes on what the McRib being back at McDonalds means for markets and some actual sense on investing for the future internet

One podcast, 2 trade ideas and a great deal on a second hand fountain...

Good Morning, Penned on Wednesday September 1 Been a long time between Trade That Paid's so thought I'd pour a glass of something my...

Good Evening, Another excellent episode of The BIP Show released a few days ago and it's a brilliant insight into the current state of...

Some notes from the week that was and what may be ahead.

This evening, 6th July 2021 at 1800 AEST I will be going live on BrightTALK with the interesting topic "Investing in Emerging Markets Withou

https://shows.acast.com/the-bip-show/episodes/cba-agri-strategist-tobin-gorey-global-food-land-prices Pretty straightforward podcast this...

Some notes on S3 ep1 of the BIP Show with Rob Rennie of WBC and how to benefit from the first class knowledge only he can bring...

Some light reading on whether or not America is going back to work and what it means if they do or don't and how to profit regardless.

Looks like the rotation that everyone said would be a thing has become a thing. Inches upon inches of newspaper thickness has been...

On Ausbiz recently https://www.ausbiz.com.au/media/macro-monday-the-adults-are-leaving-the-room-?videoId=6140 There's always more and...