Peter Caloiero @guardianvalley.bsky.social · 23/11/2025BHP, FMG and Vale won’t be pleased. RIO has a small stake in the mine. 020
Peter Caloiero @guardianvalley.bsky.social · 15/08/2025Another memo from Howard Marks www.oaktreecapital.com/insights/mem...oaktreecapital.comThe Calculus of ValueIn 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 CaloieroKevin Bonham @kevinbonham.bsky.social · 19/05/2025OK 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... #bradfieldkevinbonham.blogspot.com2016 Late Postcount And Expected Recount: HerbertTasmanian and Australian psephology, opinion poll analysis, election analysis and political commentary by Dr Kevin Bonham. 1244
Peter Caloiero @guardianvalley.bsky.social · 10/04/2025www.oaktreecapital.com/insights/mem... Howard Mark’s latest memo.oaktreecapital.comNobody 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 · 29/03/2025If you need to enrol to vote, here is the link. www.aec.gov.au/enrol/aec.gov.auEnrol to voteHow 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 · 02/03/2025A 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.comBehind The Memo: On Bubble WatchIn 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 · 24/02/2025www.sbs.com.au/news/podcast...sbs.com.auNew research shows Australian retirees could become the richest in the worldAustralian 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 · 07/02/2025Wow! Corruption in Gymnastics. Who would have thought? www.bbc.com/sport/olympi...bbc.comCypriot gymnastics judge banned for helping compatriot qualify for OlympicsA 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 · 06/02/2025The world looking more like the 1930’s and that ended with a world war. 000
Peter Caloiero @guardianvalley.bsky.social · 22/01/2025Does 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 · 14/01/2025When Howard Marks writes or talks it is always worth a read or listen. youtube.com/playlist?lis...youtube.comThe Memo by Howard Marks - YouTubeOn 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