Soaring crude prices and the cost of living
The price of oil has been spiking in recent weeks in response to concerns that the war in Ukraine will significantly reduce supply. But what happens in oil markets never stays in oil markets. The price of U.S. crude oil jumped to a 13-year high of US$130 of on March 6, 2022. It has come…
How retirees can navigate jumpy markets
The big issue for investors in or close to retirement, is risk. The 2020 COVID-19 share sell off and recent equity market volatility shows just how quickly share prices can move. Volatility can have different meanings for different investors, those with a long-term horizon can be less concerned, knowing they have time on their side….
Upcoming ASX IPOs with Trader-Related Business Models
In the calendar year 2021 the ASX IPO market saw listings more than doubling from the sixty-seven in FY 2020 to 163. As newcomers to share market investing quickly learn, all prospective listees on the ASX must publish a prospectus to accompany their submission for listing. No matter the business model, every IPO Prospectus released…
Will the world economy avoid an inflationary bust?
Today’s high inflation is being compared to the 1970s. However, robust consumer spending, fuelled by pandemic savings, makes for a different set of circumstances. Memories of the 1970s were evoked as the price of Brent crude oil temporarily climbed above $139 a barrel in the wake of Russia’s invasion of Ukraine. That was a period…
Gold mining companies fundamentals
The mid-tier and junior gold miners in their sector’s sweet spot for upside potential have powered higher in recent months. Amplifying gold’s young upleg, they have already surged to major breakouts. And the smaller gold miners’ gains are likely to grow much larger. Their recently-reported Q4’21 earnings season revealed ongoing strong fundamentals. Those along with…
Investing in an inflationary world
The recent market volatility marks a turning point in economics and markets, a turning point big enough to change the way investors think about their portfolios. The volatility The first few months of 2022 were difficult ones for investors with weak equity markets both in Australia and offshore and with unprofitable tech and growth stocks…
Cutting the petrol tax and other budget things
Cutting petrol tax to bring down the cost of living used to be the political version of a joke. Failed US presidential candidates John McCain and Hillary Clinton both tried it in 2008. Their bipartisan advocacy of a “summer gas tax holiday” was derided as dumb, a turkey and a “metaphor for the entire campaign”….
How climate solutions could cut our energy bills
How climate solutions could cut our energy bills Tensions in the Ukraine and the threat to Europe’s gas supply are the latest chapter in the saga of volatile energy prices. For many policymakers, this will reinforce long-held concerns about the vulnerability of fossil fuel imports. But more immediately, it exacerbates the cost of living crisis….
Under the Radar Biotechnology Stocks Approaching Clinical Trials
Investors with high risk appetites gravitate towards the biotechnology sub-sector of healthcare stocks where clinical trials sometimes yield significant share price movement. Depending on the treatment and the market size of the affected population, positive announcements regarding the progress of the trials can reward investors handsomely, at least in the short term. The risk is…
Central banks face a difficult choice
With Russia and Ukraine at an impasse, commodity prices are surging and the risk of stagflation increases. Given the challenging backdrop, we remain defensive, liquid and focused on managing downside risk and preserving capital. Recent news has been dominated by the conflict in Ukraine. This is a humanitarian crisis, and our hearts go out to…
