Online Businesses The Winners This Earnings Season
Investors are always looking for clues for hot stocks to buy and the recent flurry of earnings reports points to a potentially powerful indicator of future growth – online presence. It is no secret that online sales are on the rise globally. Some of Australia’s best performing stocks operate exclusively online and in many cases…
New Silver Bull Coming?
Silver has been dead money over the past year or so, relentlessly grinding sideways to lower. That weak price action has naturally left this classic alternative investment deeply out of favor. Silver is extremely undervalued relative to gold, while speculators’ silver-futures positions are extraordinarily bearish. All this has created the perfect breeding ground to birth…
How Resource Limits Lead to Financial Collapse
Resource limits are invisible, so most people don’t realise that we could possibility be approaching them. In fact, my analysis indicates resource limits are really financial limits, and in fact, we seem to be approaching those limits right now. Many analysts discussing resource limits are talking about a very different concern than I am talking…
RBA rates decision stuck between jobs growth and household debt
Is the Reserve Bank of Australia’s monetary policy on a collision course with itself? Quite possibly. The key data and evidence this week were employment figures in Australia, retail sales in the United States, and minutes from the Reserve Bank of Australia board and US Federal Open Market Committee (FOMC). First, the data. ABS figures…
Trump and the gold price
Just before Trump came to power, gold dramatically rose 4% to US$1316 per oz. It soared as gold investors bailed out of stocks world-wide. Trump’s policies, such as imposing tariffs on China and limiting immigration, were reported as reasons to back gold. But then investors reversed course; Trump’s pledge to cut taxes, reduce regulation, and…
5 government debt myths
Summary As we approach a rising rate environment, the scale of U.S. federal debt has some investors concerned about the sustainability of government finances in the coming years. In this bulletin we consider the most common myths about the government’s debt and discuss how investors can position their portfolios to withstand what we believe are manageable…
Gold bullion or gold equities?
Financial-market turmoil is strengthening the case to add gold exposure to portfolios as more “insurance” in the event of a sharper equities market sell-off. It is also providing an opportunity to capitalise on the precious metal’s improving medium-term prospects. Gold’s role as a ‘safe-haven’ has come to fore this year. The US-dollar gold price has…
Now Is The Time To Fight The Next Recession
This is part of a major series called Advancing Australia, in which leading academics examine the key issues facing Australia in the lead-up to the 2019 federal election and beyond. Australia’s nearly three decades of uninterrupted economic growth won’t last forever. Sooner or later policymakers will need to respond to a downturn that could come…
3 ways to benefit from backdoor listings boom
The backdoor listings market on ASX is equal parts fascinating and frustrating. Fascinating because some promising technology companies are listing through the shell of failed miners. Frustrating because there is less information about upcoming listings. A backdoor listing typically involves a dormant listed company acquiring the shares or assets of an unlisted company, after shareholder…
The Federal Reserve: How does it work?
The US Federal Reserve is subject to intense scrutiny by governments and investors worldwide since its decisions can ripple throughout the global economy. But how does it really work? Dual mandate The Fed was created on December 23, 1913 under President Woodrow Wilson. Unlike most central banks, such as the European Central Bank, that focus…
