Peter Caloiero
guardianvalley.bsky.social
Peter Caloiero
@guardianvalley.bsky.social
Full time longer term investor (not speculator) RT not to be interpreted as endorsements. Melbourne Australia. Retired from regular work.
BHP, FMG and Vale won’t be pleased. RIO has a small stake in the mine.
Guinea’s $23bn Simandou iron ore project is now the world’s biggest new mine. Its ultra high-grade ore could cut emissions in steelmaking, reshape the iron ore market in China’s favour, and potentially transform Guinea’s economy.

FT story: buff.ly/bkri1e1
France24 video: buff.ly/XOQoqdQ
November 23, 2025 at 6:54 AM
Reposted by Peter Caloiero
OK 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... #bradfield
2016 Late Postcount And Expected Recount: Herbert
Tasmanian and Australian psephology, opinion poll analysis, election analysis and political commentary by Dr Kevin Bonham.
kevinbonham.blogspot.com
May 19, 2025 at 5:41 AM
If you need to enrol to vote, here is the link.
www.aec.gov.au/enrol/
Enrol to vote
How to enrol to vote
www.aec.gov.au
March 29, 2025 at 6:51 AM
@paulmavroudis.bsky.social
Paul, just wanted to say, I really enjoyed “Ange and the boss.” I saw it at Yarraville’s Sun.
March 14, 2025 at 10:49 AM
A 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...
Behind The Memo: On Bubble Watch
In 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...
www.podbean.com
March 2, 2025 at 8:50 PM
@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.
February 15, 2025 at 8:23 AM
The world looking more like the 1930’s and that ended with a world war.
The end of the peace dividend.
February 6, 2025 at 12:27 PM
Does 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?
January 22, 2025 at 9:56 AM
@filapek-vandyck.bsky.social Welcome to the better version of “twitter”.
January 22, 2025 at 9:44 AM
When Howard Marks writes or talks it is always worth a read or listen. youtube.com/playlist?lis...
The Memo by Howard Marks - YouTube
On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflectin...
youtube.com
January 14, 2025 at 3:44 PM