Archive | Items of interest

Items of interest

Dr. Dirk Arnold’s Intepretation of the Sirtex SIRFLOX Study Results

As discussed in our last quarterly, Sirtex Medical reported on 17 March its preliminary SIRFLOX study results in the first-line treatment of non-resectable metastatic colorectal cancer (mCRC). SIRFLOX was the first large Randomised Control Trial (RCT) of a liver-directed therapy. The limited headline data released in the announcement caught the market by surprise as the stock […]

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Double taxation

It’s hard to keep one’s emotion in check when you read articles with arguments that fly in the face of the logic and fairness of our financial system. While our neighbours, New Zealand, have taught us a good lesson on how to run a country, it seems our politicians can’t help themselves in fixing a […]

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US National Debt Clock

The Debt Clock aims to produce a real-time portrayal of the US government’s Balance Sheet with a degree of accuracy. It is run by an independent, non-government group that has produced this application for educational purposes. Though the numbers are daunting, the Clock itself does provide a good illustration of the relative changes on the […]

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Disruptive technologies: Advances that will transform life, business, and the global economy

In May of 2013 global management consulting firm McKinsey and Company published a white paper titled Disruptive technologies: Advances that will transform life, business, and the global economy. Technological advances on every front are billed as game changers but the paper claims that some have the potential to disrupt the status quo. Going through each in […]

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Top 3 Stocks, 2 Years On

When Tony Scenna was approached by independently owned investment house Intelligent Investor in November 2011 to participate in an exercise of selecting three businesses to buy and hold for three years, he took up the challenge.  Two years in the results make for interesting reading and the accompanying report courtesy of Intelligent Investor includes Tony’s […]

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How the Economic Machine Works by Ray Dalio

Bridgewater Associates, based in the US and founded by Ray Dalio, is a global macro investment management firm. A recent post on youtube.com, titled How the Economic Machine Works, is worthy of a look. Dalio’s 30 minute video provides a simple framework for understanding how the economy works with a particular focus on credit cycles over the […]

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