8 Graphite Miners Exploring for the “New Black Gold” and the “Next Mining Boom”
Rabid growth investors are constantly in search of “what’s next” to catch fire; be it the “next big thing” in technology or healthcare or the “next” mining or resources boom. Now we have another candidate for bringing a new mining boom to Australia – graphite. This material once known primarily for its use in the…
Renewed interest in gold
The gold stocks are almost certainly in the early stages of a major new upleg. Given the widespread apathy and antipathy still plaguing this beaten-down sector, that’s hard for most traders to swallow. But the gold stocks’ performance this year has already been outstanding. And heading into gold’s strong season, their gains should only accelerate. …
3D Printing – The Next Big Thing Coming to the ASX
Getting in on the ground floor with a “next big thing’ stock is an investor’s dream. However, dreams of outsized returns in “next big thing” companies can at best turn into dreams deferred and at worst into nightmares. Aussie investors who bet on the “Golden Age of Gas” in Australia are still patiently waiting. While…
The B20 summit: where cashed-up lobbyists meet to write trade rules
By Remy Davison, Monash University The Business 20 (B20) summit typically attracts the global corporate glitterati, as the usual suspects assemble in alpine retreats like Davos; cinema-infused beach towns like Cannes; or sunny Mexican resorts, such as Los Cabos. Except this year. The G20 will meet in Brisbane. Yes, Brisbane. It’s no surprise, then, that…
Why growth can’t continue indefinitely
In today’s world, we have a huge amount of debt outstanding. Academic researchers Carmen Reinhart and Kenneth Rogoff have become famous for their book This Time is Different: Eight Centuries of Financial Folly and their earlier paper This Time is Different: A Panoramic View of Eight Centuries of Financial Crises. Their point, of course, is…
Retirement living stocks to benefit from ageing population
Investing in stocks set to benefit from long term trends is a strategy favored by many. While some trends do not materialise as anticipated, no one can deny the demographics of ageing populations. In Australia the 2011 census indicated there are currently some 3.7 million Australians over the age of 65, comprising around 16% of…
Warm countries to dominate the world economy as energy prices rise
The story of energy and the economy seems to be an obvious common sense one: some sources of energy are becoming scarce or overly polluting, so we need to develop new ones. The new ones may be more expensive, but the world will adapt. Prices will rise and people will learn to do more with…
Is the LNG Boom on Life Support?
Australian investors in LNG (Liquefied Natural Gas) stocks hoping to cash in on the alleged “golden age of gas” got a little worried when Russian natural gas behemoth Gazprom signed a 30 year deal to pipe gas into China. The deal is valued at around $400 billion and the worry for our LNG exports is…
What is your investment wealth ratio?
By Wealth Foundations Absolute measures of net worth and net investment wealth don’t, on their own, tell us much about financial independence. For example, net investment wealth of $2 million may be more than enough if you only spend $60,000 p.a. but totally inadequate if you want to support a $150,000 p.a. lifestyle. Charts 2-6…
Value stock – spotlight on gold miner Codan
Talk about being in the wrong place at the wrong time. Codan has been smashed as a falling gold price and civil unrest in parts of Africa cut demand for its metal detectors, and as the fading resources investment boom weighed on its mining technology division. Codan shares more than tripled between mid-2011 and early…
