Monthly Archive: November 2013

Nov 25

How the economic machine works…by Ray Dalio

Source: The above video (hopefully its working) is easily the best description I’ve seen on how economies operate and an absolutely must see for anyone interested. In the context of the Australian economy it certainly does sound a few bells…perhaps alarm bells…particularly when you consider that the Australian economy has not experienced particularly good …

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Nov 05

MQ Equities Quant Melbourne Cup Pick…

Every year the quants at Macquarie Equities Research produce a research note on who they believe will win the Melbourne Cup. Like any good quant research they use a range of signals and I love the fact they use some well known investment risk factors like value, momentum, and quality. Anyway, their record is quite …

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