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Latest
Buy Hold Sell
Alternatives In Focus
Series
Alternatives in Focus
Buy Hold Sell
Fund in Focus
Income Series
Livewire Live
Meet The Investor
Rapid Fire
Signal or Noise
Success and More Interesting Stuff
The Pitch
The Rules of Investing
Views from the Top
Categories
Asset Allocation
Commodities
Daily Report
Education
Equities
Fixed Income
Funds
Investment Theme
Macro
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Property
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cold war
Latest news and analysis on cold war
Macro
April 23, 2022 04:22
China preparing for war with Australia
The spectre of Chinese nuclear submarines, destroyers, fighters, and bombers based in the Solomon Islands, merely 1,752 kilometres from Australia’s mainland – and...
Christopher Joye
Coolabah Capital
April 23, 2022 04:22
Macro
October 07, 2021 15:39
What is going on over Taiwan?
Thematic Investors are focused on how the forces of change shape our investment landscape. In the past year, tensions between the USA and China have shifted from a...
Kingsley Jones
Jevons Global
October 07, 2021 15:39
Fixed Income
September 22, 2021 14:28
Evergrande and the perils of investing in non-democratic states
The financial market topic of the day seems to be China Evergrande Group (aka Evergrande), and the news on 15 September 2021 that China’s Ministry of Housing and...
Christopher Joye
Coolabah Capital
September 22, 2021 14:28
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Asset Allocation
June 24, 2020 11:44
New Complexity Premia podcast: Don't fight the fed, top ideas, and much
more
In the latest episode of the Complexity Premia podcast, Ying Yi Ann Cheng and I discuss a range of topics including: What has driven market performance over April,...
Christopher Joye
Coolabah Capital
June 24, 2020 11:44
Macro
May 29, 2020 13:32
Cold War 2.0
Today in the AFR I write about the coming of Cold War 2.0 after last week's missive explaining that the only important questions right now revolve around who is...
Christopher Joye
Coolabah Capital
May 29, 2020 13:32
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