Will 3D Printing Ever Live Up to its Promise?
One of history’s greatest investors, Warren Buffet, turned a group of textile mills into a massive global powerhouse conglomerate with his ability to find sound companies in which to invest. Serious investors everywhere look to the Buffets throughout the history of share market investing for insights. Buffet’s partner at Berkshire Hathaway talks about the need…
In Search of Recession Proof Stocks
On Wednesday the 14th of August in the US something not seen since 2007 shocked investors around the world. The yield curve between US Treasury 2 year and 10 year bonds inverted. This means the historical expectation of investors demanding higher yields for longer term holdings had shattered, albeit briefly, as the curve, or spread…
The Competitive Landscape in the Buy Now Pay Later Sector
ON 30 June of 2017 a newcomer to the disruptive ASX “fintech” players debuted on the ASX, closing its first day of trading at $3.18. Today, trading under the name Afterpay Touch Group (APT) the stock price has climbed to $26.55, an increase of 740% in a little over two years. Investor appetite for shares…
Silver Outperforming Gold
Silver has blasted higher in the last couple weeks, far outperforming gold. This is certainly noteworthy, as silver has stunk up the precious-metals joint for years. This deeply-out-of-favor metal may be embarking on a sea-change sentiment shift, finally returning to amplifying gold’s upside. Silver is not only radically undervalued relative to gold, but investors are…
Will the Nickel Run-Up Last?
In February of 2016 the price of nickel hit a thirteen-year low. The price had been in a downward spiral with sporadic rallies since 2011. Then on 6 June of 2016 the perceived champion of the anticipated “revolution” in Electric Vehicles – Elon Musk of US-based Tesla Motors – commented that the batteries used in…
Gold Selloff Risk is High
Gold surged dramatically in recent weeks, powering higher to a decisive bull-market breakout. Gold’s first major secular highs in years have really improved sentiment, with bullishness mounting. But gold-futures buying fuel is largely exhausted, after the colossal amount expended to catapult gold back over $1400. That leaves this metal at high risk of suffering a…
“Are We Entering the Golden Age of Gas?”
That question was posed in the title of a 2011 special World Energy Outlook report issued by the IEA (International Energy Agency.) In the opening paragraph the authors cited supporting evidence for that bold speculation, among them the North American shale gas boom, the expansion of LNG trade, troubling questions over the future of nuclear…
Monetary Intervention Isn’t Quite Going To Plan
As interest rates approach zero in much of the western world, the linear relationship which economists expect from their monetary intervention isn’t quite going to plan. Rather than igniting animal spirits and spurring spending, declining rates are creating insatiable demand and stratospheric prices for safe haven assets whilst doing nothing for the velocity of money…
The Case For Small To Mid-Caps
If you research Australia’s largest listed companies, you’ll discover that some of them were much smaller stocks not that long ago. Small or medium companies can be overlooked, given they’re often considered riskier than their large cap peers. Yet historically, investors have been rewarded for additional risk with superior long-term returns. What are small and…
When the Smartest People in the Room Get it Wrong
For reasons ranging from time and temperament to financial acumen, many retail investors choose to allow the professionals – the “smartest people in the room” to manage their money. Why endure the pain of picking your own stocks when you can get a wizard at stock picking to do it for you? In the UK,…
