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Peak Virus: Forecasting the Peak in COVID-19 Infections in the US and Australia

Authored by Kai Lin and Christopher Joye, Coolabah Capital Investments. As we move through “peak virus”, our team has spent time reflecting on significant trigger points that might precipitate fundamental changes in future market sentiment. In this note, we publish preliminary internal forecasts for the distribution of COVID-19 infections in the US and Australia focussing …

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Hedgie: More sharks on land than in water in these parts

This is an article portfolio manager Christopher Joye published on Livewire recently. In this column I submit 10 big ideas for the next decade, which is bound to be a dangerous one, including: the coming of self-aware artificial intelligence; fusion between AI and humanity to create homo-digitus; the prospect of people living to 150 years …

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