Sign in

Peter Caloiero

@guardianvalley.bsky.social
64 followers 55 following 266 posts

Full time longer term investor (not speculator) RT not to be interpreted as endorsements. Melbourne Australia. Retired from regular work.

PostsRepliesMedia
Peter Caloiero @guardianvalley.bsky.social · 23/11/2025
BHP, FMG and Vale won’t be pleased. RIO has a small stake in the mine.
020
Peter Caloiero @guardianvalley.bsky.social · 15/08/2025
Another memo from Howard Marks www.oaktreecapital.com/insights/mem...
oaktreecapital.com
The Calculus of Value
In his latest memo, Howard Marks sets forth the essence of value and price, as well as the critical relationship between the two.  
020
Reposted by Peter Caloiero
Kevin Bonham @kevinbonham.bsky.social · 19/05/2025
OK time to do a late postcount and expected recount thread! It's been a while. Here's Herbert 2016 which was the last one kevinbonham.blogspot.com/2016/07/2016... #bradfield
kevinbonham.blogspot.com
2016 Late Postcount And Expected Recount: Herbert
Tasmanian and Australian psephology, opinion poll analysis, election analysis and political commentary by Dr Kevin Bonham.
1244
Peter Caloiero @guardianvalley.bsky.social · 10/04/2025
www.oaktreecapital.com/insights/mem... Howard Mark’s latest memo.
oaktreecapital.com
Nobody Knows (Yet Again)
Howard discusses how the recent events surrounding tariffs can have a seismic but unpredictable impact on the global economy.
010
Peter Caloiero @guardianvalley.bsky.social · 29/03/2025
If you need to enrol to vote, here is the link. www.aec.gov.au/enrol/
aec.gov.au
Enrol to vote
How to enrol to vote
000
Peter Caloiero @guardianvalley.bsky.social · 14/03/2025
@paulmavroudis.bsky.social Paul, just wanted to say, I really enjoyed “Ange and the boss.” I saw it at Yarraville’s Sun.
120
Peter Caloiero @guardianvalley.bsky.social · 02/03/2025
A recent interview with Howard Marks where he discusses his memo on bubble watch. I'm listening to The Memo by Howard Marks | Behind The Memo: On Bubble Watch on Podbean, check it out! www.podbean.com/wlei/dir-ncz...
podbean.com
Behind The Memo: On Bubble Watch
In the latest episode of Behind the Memo, Howard discusses his recent memo, On Bubble Watch, which revisits a subject he first wrote about 25 years ago. He delves into the investor psychology that und...
000
Peter Caloiero @guardianvalley.bsky.social · 24/02/2025
www.sbs.com.au/news/podcast...
sbs.com.au
New research shows Australian retirees could become the richest in the world
Australian retirees could become one of the richest senior's groups in the world by 2031, according to new research by the Super Members Council. However, advocates and economists are concerned that t...
010
Peter Caloiero @guardianvalley.bsky.social · 15/02/2025
@vicsocialists.bsky.social The way to tackle the wealthy is to tax assets, not so much income. Similar to the Centrelink assets test, where you pay $3 a for every $1,000 over a threshold. Assets is where the real wealth resides.
010
Peter Caloiero @guardianvalley.bsky.social · 07/02/2025
Wow! Corruption in Gymnastics. Who would have thought? www.bbc.com/sport/olympi...
bbc.com
Cypriot gymnastics judge banned for helping compatriot qualify for Olympics
A Cypriot rhythmic gymnastics judge is banned for four years for manipulating scores to help her compatriot qualify for the Paris Olympics.
000
Peter Caloiero @guardianvalley.bsky.social · 06/02/2025
The world looking more like the 1930’s and that ended with a world war.
000
Peter Caloiero @guardianvalley.bsky.social · 22/01/2025
Does anybody have vibes similar to the Gilded age of a century and a half ago? Roccafella, Carnegie, Vanderbilt, J P Morgan, Hearst have all returned amongst us?
000
Peter Caloiero @guardianvalley.bsky.social · 22/01/2025
@filapek-vandyck.bsky.social Welcome to the better version of “twitter”.
010
Peter Caloiero @guardianvalley.bsky.social · 14/01/2025
When Howard Marks writes or talks it is always worth a read or listen. youtube.com/playlist?lis...
youtube.com
The Memo by Howard Marks - YouTube
On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflectin...
010