In Search of the Next WA1 Resources
There is nothing like the performance of a potential “ten-bagger” in the making to send investors off in a flurry of activity seeking “the next ….” Long time investors have seen this phenomenon time and time again. For some of the newcomers, a “ten-bagger” is a term coined by legendary US fund manager and author…
Are technology stocks set to turn higher?
You used to be able to tell a true growth stock from the rest. Screening for companies growing their earnings at a rapid and consistent pace over five years or more was once a good place to start. In general, that growth came at a price. Investors were willing to stump up for such consistency,…
Is cheaper gas and electricity prices within grasp?
Virtually every country in the world is facing a crisis in energy stocks and costs, yet while other countries can’t do much about it, Australia can. Australia could get its east coast gas producers to supply the domestic gas market for less than A$10 a gigajoule. Earlier this year, prices were more than $40 a…
Rare Earths Coming Out from Under the Radar
In February of 2022, a startup mining company with the stated goal of discovering Tier 1 (large, long life, low cost) deposits of essential metals for a clean energy future listed on the ASX. The company claimed it would focus its exploration efforts on underexplored regions of Western Australia. The company is WA1 Resources (WA1)…
Fed chair surprises waxing uber-hawkish
The Fed continued its extreme tightening this week with another monster 75-basis-point rate hike. While that was universally expected, the Fed chair surprised waxing uber-hawkish at his post-FOMC-meeting press conference. That yet again shocked the US dollar and gold into sharp opposing moves. But the Fed’s ability to keep doing that is ending, since the…
What investors need to know about biodiversity
Biodiversity is the Earth’s balance of plant and animal species, ranging from the largest, like the blue whale, down to the smallest virus. Biodiversity’s ‘ecosystem services’ help support food production, water purity, and raw materials. They also regulate climate patterns, contribute to blocking pollution and inspire medicines. In short, we rely on biodiversity for our…
Euphoric Dollar Vexing Gold
The euphoric US dollar’s epic parabolic surge over this past half-year continues to sorely vex gold. The dollar’s vertical march to extreme secular highs spawned heavy gold-futures selling, slamming gold. The resulting lower gold prices have scared away investors, leaving gold languishing near deep lows despite an inflation super-spike raging. This fundamentally-absurd market anomaly can’t…
Is a global recession looking likely?
Economics is confusing at the best of times. But, at the moment, it’s downright counter-intuitive. Inflation is at its highest in decades, and we’re feeling the pain of the lower real wages that brings. Meanwhile, unemployment is its lowest in half a century, with virtually anyone who wants a job able to get one. Interest…
Will Tech Stocks Rebound in 2023
Global inflation began its ominous rise early in 2021, initially fueled by massive infusions of fiscal and monetary stimulus measures to combat the rising tide of the COVID 19 Pandemic. In short order, lockdowns and labor shortages in the global manufacturing sector ignited an equally ominous supply shortage. By the dawn of 2022 inflation had…
Investing Megatrends
The optimistic view that inflation in the US is peaking took a hit on 13 October with the release of a bullet-laden September CPI (consumer prices inflation) report. The bullets – a 0.4% increase over August and year over year inflation at 8.2% –support the counter-argument view held by many that the interest rate hikes…
