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Weekend Reading | “Below Expectations”
30 Jul 2021 |
By Max Pacella
READ TIME 5 mins
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Welcome back to our weekend reading, It’s been a week of economic releases, earnings expectations and watching the COVID numbers through the cracks in our fingers. The Biden Administration is surely pulling their hair out when a 6.5% annualised rate...
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Weekend Reading | “Master the Disaster”
23 Jul 2021 |
By Max Pacella
READ TIME 5 mins
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Welcome back to our weekend reading, The view out any office window in Sydney is quite grim at the moment, desolate streets where only the trams trundle along like particularly elongated wildebeests. With this thought in mind on Thursday, I...
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Weekend Reading | “Déjà Vu”
16 Jul 2021 |
By Max Pacella
READ TIME 4 mins
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Welcome back to Weekend Reading. Did you know that delta is the ratio that compares the change in price of an option, to that of a change in the underlying stock? So, if there are 29 people infectious in the...
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Weekend Reading | “Is there anybody out there?”
09 Jul 2021 |
By Max Pacella
READ TIME 5 mins
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For those of you in Sydney currently enduring “The Melbourne Experience” (which possibly would be paired well with the Jimi Hendrix Experience), we hope you are staying safe and vigilant. It has certainly been a week of ups and downs...
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Weekend Reading | “Totally Not a Lockdown”
25 Jun 2021 |
By Max Pacella
READ TIME 4 mins
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Welcome back to Weekend Reading. Dedicated friends and readers, please forgive the relative brevity of this edition.It turns out a “work from home order” being announced as we work through listing proceedings for one of our private equity holdings and...
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Weekend Reading | “Return of the Hawks”
18 Jun 2021 |
By Max Pacella
READ TIME 5 mins
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Welcome back to Weekend Reading.
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Weekend Reading | “Brave New World”
11 Jun 2021 |
By Max Pacella
READ TIME 5 mins
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Welcome back to our weekend reading, One thing that might strike you about the common parlance around Bitcoin is how avidly it uses different modes of transportation; “the Bitcoin train is leaving the station”, “Bitcoin is on a rocket to...
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Weekend Reading | “Everyone’s Gone Mental”
04 Jun 2021 |
By Max Pacella
READ TIME 5 mins
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Welcome back to Weekend Reading. You would be forgiven for thinking that some of the stories out this week are spoofs, parodies or hyperbole. Sadly not – it seems the market is occasionally intent on becoming a caricature of itself,...
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Weekend Reading | “Feeling Green”
28 May 2021 |
By Max Pacella
READ TIME 4 mins
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Welcome back to Weekend Reading. The market has taken a breather after throwing its toys out of the pram last week, with volatility significantly subdued and most global markets slowly drifting up. Given that I just said it’s been a...
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