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James Whelan
- May 16
- 4 min
Tuesday Thoughts: On talking your own book
sent to clients 15/5/23 Hello, Top of the arvo to you and it’s a short and sweet one to stay ahead of a week with lots of noise. Here’s...
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James Whelan
- May 3
- 5 min
Market thoughts: market torn apart at the moment but there's always Artificial Intelligence!!
Sent to clients 1/5/2023 Good afternoon, And so we arrive in May. And as we are now officially in the “market goes down because it...
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James Whelan
- Apr 17
- 3 min
Monday Thoughts April: There's lots to be complacent about but remember the rhymes
Writing to you from the second office in east Gippsland where I’ve escaped with my youngest (the jump rope champion) to work on some...
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James Whelan
- Aug 16, 2022
- 2 min
The Trade That Paid #NVDA, FOOD, La Nina, Retail, PE & Good Books#
A few things this week in the form of links but firstly I should note that holding the line on Nvidia has proven fruitful thus far. I...
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James Whelan
- Jul 20, 2022
- 2 min
Trade that Paid: Follow the money
Firstly China…wow. Whoever said Chinese data was too manufactured in a straight line? Chinese GDP last week was bad. Really bad. With a...
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James Whelan
- Nov 29, 2021
- 4 min
The Trade That Paid!! November 29 #When we all learnt a little more about the Greek alphabet...#
Some notes on how easy it was to manipulate the market messaging on Friday last week and a new idea I'm looking at in Digital Infrastructure
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James Whelan
- Nov 22, 2021
- 4 min
The Trade That Paid!! November 22, 2021 #On margins and spinning people into space#
We take a look at margin pressures of the US retailers going into the holiday season and where the trade is there. Also semi's update..
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James Whelan
- Nov 15, 2021
- 3 min
The Trade That Paid!! November 15, 2021 #Turkey stuffed into the bbq#
On how maybe this market is like my BBQ and the valuations and expectations are like Thanksgiving turkey.
Also some great stats EOY
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James Whelan
- Nov 8, 2021
- 3 min
The Trade That Paid!! November 8, 2021 #The McRib is BACK!!#
Some notes on what the McRib being back at McDonalds means for markets and some actual sense on investing for the future internet
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James Whelan
- Sep 21, 2021
- 4 min
The Trade That Paid!! September 21, 2021
One podcast, 2 trade ideas and a great deal on a second hand fountain...
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James Whelan
- Sep 3, 2021
- 4 min
The Trade That Paid!! September 1-3, 2021
Good Morning, Penned on Wednesday September 1 Been a long time between Trade That Paid's so thought I'd pour a glass of something my...
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James Whelan
- Jul 20, 2021
- 4 min
The Trade That Paid!! July 20, 2021
Good Evening, Another excellent episode of The BIP Show released a few days ago and it's a brilliant insight into the current state of...
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James Whelan
- Jul 8, 2021
- 2 min
The Trade That Paid!!
Some notes from the week that was and what may be ahead.
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James Whelan
- Jul 6, 2021
- 2 min
The EM investment you have when you're not....(you get the idea)
This evening, 6th July 2021 at 1800 AEST I will be going live on BrightTALK with the interesting topic "Investing in Emerging Markets Withou
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James Whelan
- Jun 10, 2021
- 3 min
The Trade That Paid: Tobin Gorey, CBA Agri Strat on The BIP Show
https://shows.acast.com/the-bip-show/episodes/cba-agri-strategist-tobin-gorey-global-food-land-prices Pretty straightforward podcast this...
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James Whelan
- May 25, 2021
- 3 min
BIP Show Season 3 Returns: Rob Rennie brings the goods
Some notes on S3 ep1 of the BIP Show with Rob Rennie of WBC and how to benefit from the first class knowledge only he can bring...
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James Whelan
- May 17, 2021
- 3 min
##On America needing to get back to work now(ish)##
Some light reading on whether or not America is going back to work and what it means if they do or don't and how to profit regardless.
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James Whelan
- Mar 18, 2021
- 3 min
## On Stop Telling Me 'Yields Go Up When Bonds Go Down' ...##
Looks like the rotation that everyone said would be a thing has become a thing. Inches upon inches of newspaper thickness has been...
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James Whelan
- Dec 15, 2020
- 1 min
A few things said recently in the media
On Ausbiz recently https://www.ausbiz.com.au/media/macro-monday-the-adults-are-leaving-the-room-?videoId=6140 There's always more and...
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James Whelan
- Sep 22, 2020
- 0 min
Livewire tips for using ETFs
Something I did recently with Livewire Markets for educational purposes on how to best use ETFs in a portfolio and what to avoid
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