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)…
Initial Public Offerings in Tough Times
The multitude of new investors in global stock markets may be more susceptible to the siren song spun by the influencers of an upcoming IPO. Key among the lures are the opportunity to “get in on the ground floor.” Sadly, for many investors that ground floor can collapse. Investors are exposed to impressive price gains…
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…
Lessons Learned from Lithium
“Past performance is no guarantee of future results.” It seems in the blink of an eye newcomers to share market investing will come across this omni-present cautionary adage on the perils of investing in equities. The puzzling contradiction in this advice is readily evident in what these newcomers find dominating the data presented on financial…
52 Week Highs in the Eye of the Storm
The Australian Stock Exchange has managed to escape a plunge into official Bear Market Territory but there are some market experts of the opinion it is only a matter of time before we follow the lead of US markets into the abyss. All major US exchanges are in Bear Market territory and still falling. In…
Defence Stocks with Double Tailwinds
The US Federal Reserve continues to hike interest rates, dancing around the delicate line between curbing demand enough to tame inflation while steering clear of curbing demand too much, plunging the US and with it much of the developed world into a recession. As expected, the US Fed hiked interest rates another 0.75%, with an…
Will Rising Interest Rates Help or Hurt the Big Four Banks
For many economic forecasters, market experts, and professional and retail investors, the wait is over. The “other shoe” has dropped. Markets came down with a severe case of the jitters when it became obvious rising inflation around the world would not ease without central bank intervention with rising interest rates. The interest rates in question…
Buying on the Dips for the Risk Averse
Fiscal Year 2022 saw the ASX All Ordinaries Index (XAO) post its worst performance in a decade – dropping 11%, with a majority of the blood spilling into the streets occurring in the second half of the fiscal year. A veritable perfect storm of events have taken place, from COVID 19 variants to subsequent supply…
A Reboot of the Golden Age of Gas
In 2011 the International Energy Agency (IEA) posed an intriguing question in a special report on the world energy outlook. At the time oil and gas producers in North America were in the midst of a booming market for shale gas drilling; nuclear power was facing a troubling future, and facilities for liquefying natural gas…
