Joye: Investors no longer need to reach for risk in order to secure their return objectives
Coolabah Capital’s Chris Joye talks to the secular shift that is currently occurring into bonds…
Livewire
Joye: Equities set for a “terrible” decade
In the age old battle of bonds versus equities, Coolabah’s Christopher Joye comes out swinging…
Joye pulls no punches amid soaring bankruptcies, low productivity and the zombie apocalypse
Chris Joye from Coolabah Capital has big ideas and strong opinions, backed by data and insights…
Shocking Prediction: Forget equities, bonds will outperform over the next 2-3 years
One of three interconnected Shocking Predictions from Coolabah’s Chief Investment Officer at Livewire’s Live event…
The global factor driving Aussie swap spreads
Our fundamental model of Australian swap spreads that we released in December 2021 started the new year well, predicting…
War Lab Revealed by ASPI’s The Strategist
Writing for the Australian Strategic Policy Institute’s The Strategist today, Coolabah Capital Investments’ Chief Investment Officer Christopher Joye unveils Coolabah’s new War Lab…
Forecasting Australian herd immunity and opening up our borders: early to mid 2022
Coolabah has attempted to forecast both the advent of “herd immunity” in Australia and when governments will be comfortable opening-up our borders to both inflows and outflows of vaccinated human capital, subject to…
Navigating By The Stars, Part 1: Estimating Australia’s NAIRU
With the Reserve Bank of Australia (RBA) committed to reaching its legislated “full employment” objective in order to finally return inflation to its 2-3% target band, full employment…
Video: Using artificial intelligence in bond markets and trying to short Virgin senior bonds
Enclosed is a new Livewire video interview with Jason Lindeman, Coolabah’s highly experienced Head of Credit Research, which covers: Why Coolabah…
Should we worry about a spike in US inflation?
This is an article published by Kieran Davies, Chief Macro Strategist, on Livewire recently. Key former policy-makers and academics have raised concerns about US inflation risks stemming from an unprecedented peacetime stimulus delivered as the economy is recovering rapidly. However, overheating seems unlikely in the short term, with Fed forecasts suggesting it will take until …
