Michael Dee

Behavioral Biases Podcast with Pythagoras and Shares for Beginners

I had the opportunity to talk with Phil Muscatello on his Podcast called Shares for Beginners. The topic was taking emotion out of investing. This is important as humans are hard-wired to be emotional, but it’s the one thing we really can’t be when investing in the sharemarket. It makes success almost impossible. We talked …

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Weekly Wrap by Pythagoras Investing for 24 January 2020

Chinese New Year ushers in the year of the Rat. But the Coronavirus is going to have an impact on China’s celebrations and world markets near term.  Lunar New Year is a significant travel period for 400m Chinese, raising the potential for further spread of the illness.  The outbreak of Coronavirus in China has led …

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China – Cultural Divide and Trade Wars

Western commentators and analysts find China troublesome to fathom. This is due to the ‘free market’ prism through which they look through. It is a fundamentally flawed starting position when trying to understand China! This further complicates dealing with China in a Trade War. Cultural Divide There is a Cultural Chasm which is impossible for …

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Buy Recommendations: able and not able to transact

Working with recommendations: Afterpay Touch Group Afterpay isn’t a stock for the faint hearted but it’s great as a case study to illustrate how Pythagoras buy recommendations work.  Each buy recommendation comes with an upper price limit which we measure against at the end of the day, using the close price.  Where the close price …

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The extent of Chinese forward planning

Where economic rationality is expected and not delivered due to the east v west cultural divide it leads to investment mistakes. This is a key area maths has a role to play – seeing through the noise and getting to the heart of the share price behaviour.

Inverted yield curve. China Outwits the US, again!

The US backtracked from the recent Trump “tariff tweets” due to be implemented on September 1.  Essentially, Trump admitted that U.S. consumers were bearing the brunt of the impact and decided to delay tariffs, recognizing the negative impact further tariffs would have on the U.S. economy. He has lacked the understanding of the effect of …

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