![Monday Thoughts: Some ideas and commentary on last week and the weekend](https://static.wixstatic.com/media/44cbad_0cd70de9b9774a94a476b9d6732cae63~mv2.png/v1/fill/w_454,h_454,fp_0.50_0.50,q_95,enc_auto/44cbad_0cd70de9b9774a94a476b9d6732cae63~mv2.webp)
![Tuesday Thoughts: On talking your own book](https://static.wixstatic.com/media/44cbad_23ed0d57ca914c24a77a7cc67a16282f~mv2.png/v1/fill/w_414,h_295,fp_0.50_0.50,q_95,enc_auto/44cbad_23ed0d57ca914c24a77a7cc67a16282f~mv2.webp)
![Monday Thoughts: Some ideas and commentary on last week and the weekend](https://static.wixstatic.com/media/44cbad_0cd70de9b9774a94a476b9d6732cae63~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/44cbad_0cd70de9b9774a94a476b9d6732cae63~mv2.webp)
- Oct 9, 2023
- 4 min
Monday Thoughts: Some ideas and commentary on last week and the weekend
![Tuesday Thoughts: On talking your own book](https://static.wixstatic.com/media/44cbad_23ed0d57ca914c24a77a7cc67a16282f~mv2.png/v1/fill/w_414,h_295,fp_0.50_0.50,q_95,enc_auto/44cbad_23ed0d57ca914c24a77a7cc67a16282f~mv2.webp)
- May 16, 2023
- 4 min
Tuesday Thoughts: On talking your own book
![Market thoughts: market torn apart at the moment but there's always Artificial Intelligence!!](https://static.wixstatic.com/media/44cbad_7108581860064ea7bc34f0473649f268~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/44cbad_7108581860064ea7bc34f0473649f268~mv2.webp)
- May 3, 2023
- 5 min
Market thoughts: market torn apart at the moment but there's always Artificial Intelligence!!
![Monday Thoughts April: There's lots to be complacent about but remember the rhymes](https://static.wixstatic.com/media/44cbad_30cba9e9111141ad89727b9dd9062c5d~mv2.png/v1/fill/w_387,h_204,fp_0.50_0.50,q_95,enc_auto/44cbad_30cba9e9111141ad89727b9dd9062c5d~mv2.webp)
- Apr 17, 2023
- 3 min
Monday Thoughts April: There's lots to be complacent about but remember the rhymes
![The Trade That Paid #NVDA, FOOD, La Nina, Retail, PE & Good Books#](https://static.wixstatic.com/media/44cbad_e5293bc227444b8280141725be8003df~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/44cbad_e5293bc227444b8280141725be8003df~mv2.webp)
- Aug 16, 2022
- 2 min
The Trade That Paid #NVDA, FOOD, La Nina, Retail, PE & Good Books#
![Trade that Paid: Follow the money](https://static.wixstatic.com/media/44cbad_9b665d326b3542308c5a4afe5e5090ff~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/44cbad_9b665d326b3542308c5a4afe5e5090ff~mv2.webp)
- Jul 20, 2022
- 2 min
Trade that Paid: Follow the money
![](https://static.wixstatic.com/media/44cbad_74ba4a2c9a9f4a25acce4ae773c907b8~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/44cbad_74ba4a2c9a9f4a25acce4ae773c907b8~mv2.webp)
![The Trade That Paid!! November 29 #When we all learnt a little more about the Greek alphabet...#](https://static.wixstatic.com/media/44cbad_74ba4a2c9a9f4a25acce4ae773c907b8~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/44cbad_74ba4a2c9a9f4a25acce4ae773c907b8~mv2.webp)
- Nov 29, 2021
- 4 min
The Trade That Paid!! November 29 #When we all learnt a little more about the Greek alphabet...#
![The Trade That Paid!! November 22, 2021 #On margins and spinning people into space#](https://static.wixstatic.com/media/44cbad_e9b421018e7143be858892f7f6ae71df~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/44cbad_e9b421018e7143be858892f7f6ae71df~mv2.webp)
- Nov 22, 2021
- 4 min
The Trade That Paid!! November 22, 2021 #On margins and spinning people into space#
![](https://static.wixstatic.com/media/44cbad_ade4fb37dc7f4d519ad13c65105b336c~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/44cbad_ade4fb37dc7f4d519ad13c65105b336c~mv2.webp)
![The Trade That Paid!! November 15, 2021 #Turkey stuffed into the bbq#](https://static.wixstatic.com/media/44cbad_ade4fb37dc7f4d519ad13c65105b336c~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/44cbad_ade4fb37dc7f4d519ad13c65105b336c~mv2.webp)
- Nov 15, 2021
- 3 min
The Trade That Paid!! November 15, 2021 #Turkey stuffed into the bbq#
![](https://static.wixstatic.com/media/44cbad_c90865d867b944ce950d19fcbd971950~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/44cbad_c90865d867b944ce950d19fcbd971950~mv2.webp)
![The Trade That Paid!! November 8, 2021 #The McRib is BACK!!#](https://static.wixstatic.com/media/44cbad_c90865d867b944ce950d19fcbd971950~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/44cbad_c90865d867b944ce950d19fcbd971950~mv2.webp)
- Nov 8, 2021
- 3 min
The Trade That Paid!! November 8, 2021 #The McRib is BACK!!#
![](https://static.wixstatic.com/media/44cbad_35fcafd79b74467fb57388810efc4d79~mv2.jpeg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/44cbad_35fcafd79b74467fb57388810efc4d79~mv2.webp)
![The Trade That Paid!! September 21, 2021](https://static.wixstatic.com/media/44cbad_35fcafd79b74467fb57388810efc4d79~mv2.jpeg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/44cbad_35fcafd79b74467fb57388810efc4d79~mv2.webp)
- Sep 21, 2021
- 4 min
The Trade That Paid!! September 21, 2021
![](https://static.wixstatic.com/media/44cbad_952bb001c8734bbdad94fb50ac75ee04~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/44cbad_952bb001c8734bbdad94fb50ac75ee04~mv2.webp)
![The Trade That Paid!! September 1-3, 2021](https://static.wixstatic.com/media/44cbad_952bb001c8734bbdad94fb50ac75ee04~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/44cbad_952bb001c8734bbdad94fb50ac75ee04~mv2.webp)
- Sep 3, 2021
- 4 min
The Trade That Paid!! September 1-3, 2021
![](https://static.wixstatic.com/media/44cbad_0377d60d337e49a9bdef856c2f81f8fd~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,lg_1,q_30,blur_30,enc_auto/44cbad_0377d60d337e49a9bdef856c2f81f8fd~mv2.webp)
![The Trade That Paid!! July 20, 2021](https://static.wixstatic.com/media/44cbad_0377d60d337e49a9bdef856c2f81f8fd~mv2.jpg/v1/fill/w_275,h_183,fp_0.50_0.50,q_90,enc_auto/44cbad_0377d60d337e49a9bdef856c2f81f8fd~mv2.webp)
- Jul 20, 2021
- 4 min
The Trade That Paid!! July 20, 2021
![](https://static.wixstatic.com/media/44cbad_a423324af7ab420994913437a4ce3670~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/44cbad_a423324af7ab420994913437a4ce3670~mv2.webp)
![The Trade That Paid!!](https://static.wixstatic.com/media/44cbad_a423324af7ab420994913437a4ce3670~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/44cbad_a423324af7ab420994913437a4ce3670~mv2.webp)
- Jul 8, 2021
- 2 min
The Trade That Paid!!
![](https://static.wixstatic.com/media/44cbad_c2d6d738a8f540acad867e70cd396bce~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/44cbad_c2d6d738a8f540acad867e70cd396bce~mv2.webp)
![The EM investment you have when you're not....(you get the idea)](https://static.wixstatic.com/media/44cbad_c2d6d738a8f540acad867e70cd396bce~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/44cbad_c2d6d738a8f540acad867e70cd396bce~mv2.webp)
- Jul 6, 2021
- 2 min
The EM investment you have when you're not....(you get the idea)
![The Trade That Paid: Tobin Gorey, CBA Agri Strat on The BIP Show](https://static.wixstatic.com/media/44cbad_ff6692c9a72b4b2a8b2818d5a95431ae~mv2.png/v1/fill/w_454,h_203,fp_0.50_0.50,q_95,enc_auto/44cbad_ff6692c9a72b4b2a8b2818d5a95431ae~mv2.webp)
- Jun 10, 2021
- 3 min
The Trade That Paid: Tobin Gorey, CBA Agri Strat on The BIP Show
![BIP Show Season 3 Returns: Rob Rennie brings the goods](https://static.wixstatic.com/media/44cbad_eafc37866064435985fb82cd9545a8bd~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/44cbad_eafc37866064435985fb82cd9545a8bd~mv2.webp)
- May 25, 2021
- 3 min
BIP Show Season 3 Returns: Rob Rennie brings the goods
![](https://static.wixstatic.com/media/44cbad_641732e18e22449090bfbc6c47afad2c~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/44cbad_641732e18e22449090bfbc6c47afad2c~mv2.webp)
![##On America needing to get back to work now(ish)##](https://static.wixstatic.com/media/44cbad_641732e18e22449090bfbc6c47afad2c~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/44cbad_641732e18e22449090bfbc6c47afad2c~mv2.webp)
- May 17, 2021
- 3 min
##On America needing to get back to work now(ish)##
![](https://static.wixstatic.com/media/44cbad_26e5f7047d5b4b328966ab29d40d8e85~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,lg_1,q_30,blur_30,enc_auto/44cbad_26e5f7047d5b4b328966ab29d40d8e85~mv2.webp)
![## On Stop Telling Me 'Yields Go Up When Bonds Go Down' ...##](https://static.wixstatic.com/media/44cbad_26e5f7047d5b4b328966ab29d40d8e85~mv2.jpg/v1/fill/w_218,h_341,fp_0.50_0.50,q_90,enc_auto/44cbad_26e5f7047d5b4b328966ab29d40d8e85~mv2.webp)
- Mar 18, 2021
- 3 min
## On Stop Telling Me 'Yields Go Up When Bonds Go Down' ...##
![](https://static.wixstatic.com/media/44cbad_26b355ef694e4a21a4660d3902c12ec8~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/44cbad_26b355ef694e4a21a4660d3902c12ec8~mv2.webp)
![A few things said recently in the media](https://static.wixstatic.com/media/44cbad_26b355ef694e4a21a4660d3902c12ec8~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/44cbad_26b355ef694e4a21a4660d3902c12ec8~mv2.webp)
- Dec 15, 2020
- 1 min
A few things said recently in the media
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