Greg Canavan is the editor of The Rum Rebellion.
Greg has over 20 years’ experience in financial markets and has been with Fat Tail Investment Research since November 2010.
Prior to that, Greg set up his own newsletter business out of a two-bedroom terrace house in Glebe, Sydney, which he shared with his newborn daughter.
After about six months, Dan Denning (who had established Fat Tail Investment Research in 2006) offered to buy the business. Greg realised he preferred researching and writing to trying to sell subscriptions, and so happily joined the Fat Tail Investment Research team.
Greg made the move to Melbourne a few years later and now lives in St Kilda East with his wife and two daughters.
Greg writes about all aspects of the market, from macroeconomics to individual stocks.
Macroeconomics has been a particular interest since high school. However, it never really made sense until Greg started reading the great Austrian economists Friedrich Hayek and Ludwig von Mises.
This school of thought saw economics as a result of ‘human action’. Conventional economists saw it as a ‘science’ that could be reduced to equations and supply and demand curves. The Austrians made much more sense.
Greg’s economic analysis looks at the world through the lens of Austrian economics. He also espouses a libertarian view of the world, which basically means people should be left alone, free of State interference in how they live their lives.
Greg’s interest in the stock market grew as he gained a greater understanding of how the economy worked. However, it still took him a while (and many losses) to realise that the economy is not the main factor in individual stock selection. It’s important, but it is only one of many inputs into the stock selection process.
Over the years, Greg has developed a unique investment philosophy that embraces the value of ignorance. He believes that most people get into trouble in the markets by succumbing to their biases, or holding onto their views despite being wrong.
This can turn a small loss into a wipe out, or stop you investing in a promising opportunity.
The best way of dealing with this is to admit that you really know very little. Put your ego to one side, accept that you can be wrong and listen to what the market is saying.
Greg does this by evaluating stocks based on fundamental factors (like financial statements, valuation ratios etcetera) AND charting analysis. The charts contain a wealth of information if you know how to read them properly, and are a great way to cross check your opinions based on fundamental analysis.
If you’re interested in Greg’s stock tipping service, Greg Canavan’s Investment Advisory, click here for more information.
Selva Freigedo is a research analyst for The Rum Rebellion.
Born in Argentina, her passion for economic analysis started at a young age. Her father was an economist for the Argentinean governments and the family used to discuss politics and economics at the dinner table.
Argentina is a country with an unusual economic history. Growing up there gave Selva first-hand experience on different economic phenomena such as hyperinflation, devaluation and debt default.
Selva has also lived in Brazil, Spain and the USA.
Back in 2000 she was living in the US as the dot com bubble popped…
And in 2008 she was in Spain as the property market exploded and then collapsed…
She has seen first-hand what happens when bubbles burst.
Selva joined Fat Tail Investment Research’s team in 2016, as an analyst. She now writes from her vantage point in Australia, where she settled in 2015.
Vern has been involved in financial planning since 1986.
In 1999, Personal Investor magazine ranked Vern as one of Australia’s Top 50 financial planners.
His previous firm, Gowdie Financial Planning, was recognised in 2004, 2005, 2006 & 2007, by Independent Financial Adviser magazine as one of the top five financial planning firms in Australia.
In 2005, Vern commenced his writing career with the ‘Big Picture’ column for regional newspapers and was a commentator on financial matters for Prime Radio talkback.
In 2008, he sold his financial planning firm due to concerns about an impending economic downturn and the impact this would have on the investment industry.
In 2013, he joined Fat Tail Investment Research as editor of Gowdie Family Wealth. In 2015, his book The End of Australia sold over 20,000 copies and launched his second premium newsletter, The Gowdie Letter.
Vern has since published two other books, A Parents Gift of Knowledge, all about the passing of investing intelligence from father to daughter, and How Much Bull can Investors Bear, an expose on the investment industry’s smoke and mirrors.
His contrarian views often place him at odds with the financial planning profession today, but Vern’s sole motivation is to help investors like you to protect their own and their family’s wealth.
Since founding Agora Inc. in 1979, Bill Bonner has found success and garnered camaraderie in numerous communities and industries.
A man of many talents, his entrepreneurial savvy, unique writings, philanthropic undertakings, and preservationist activities have all been recognized and awarded by some of America’s most respected authorities.
Along with Addison Wiggin, his friend and colleague, Bill has written two New York Times best-selling books, Financial Reckoning Day and Empire of Debt. Both works have been critically acclaimed internationally.
With political journalist Lila Rajiva, he wrote his third New York Times best-selling book, Mobs, Messiahs and Markets, which offers concrete advice on how to avoid the public spectacle of modern finance.
Bill has been a weekly contributor to The Rum Rebellion.