Trends & Opportunities

China Ramps Up U.S. Crude Oil Imports As Elections Near

China has been buying a lot of U.S. crude oil lately, perhaps in a belated attempt to fulfill some of the energy import quotas agreed with Washington last year or perhaps in a bid to take advantage of supercheap U.S. crude. But the buying spree is about to end. This month alone, China could import…

Mining Service Providers to Watch

Newcomers to share market investing emboldened by the dramatic reversal in market movements in late March of this year have to remain dazed and confused. Months of tracking market movements could easily lead to the conclusion that negative economic news matters little to profit-hungry investors. It is the future that counts and to a large…

New Entries to the ASX All Technology Index (XTX)

News reported on the bull.com.au on the morning of 3 September here in Australia led with yet another tale of record setting price appreciation in US markets. While the COVID 19 Pandemic has crushed stock prices of heavily affected sectors like travel and leisure, leading players in the tech sector have benefited handsomely from the…

Equities outlook: Mind the volatility

Last month we highlighted that one market dislocation to watch was the concentration of capital in tech stocks. This was further exacerbated in August as the S&P 500 reached a new record high, only to sharply reverse at the beginning of September as investors dumped big tech stocks. While this correction is an overall healthy…

Silver mining stocks on a roller-coaster ride

The silver miners’ stocks have had a roller-coaster ride of a year, getting sucked into March’s stock panic before skyrocketing out in a massive upleg. While much-higher prevailing silver prices radically improve silver-stock fundamentals, Q2’s national economic lockdowns to fight COVID-19 wreaked havoc on this sector. The silver miners’ latest quarterly results recently released revealed…

Irrational Exuberance on Steroids

Investors old enough to remember the bursting of the dot.com bubble at the beginning of the 21st century may recall the observation made by former Chairman of the US Federal Reserve, Alan Greenspan, that irrational exuberance explains a market driving asset valuations beyond their fundamental worth. When the March bear market abruptly ended, the emerging…

Adapting to the new normal

This is the traditional back in harness week – back to work, back to school. Needless to say, it will be anything but normal this year. I’m delaying the inevitable with a late-summer week in the Dolomites with my family but, even when I get back next Monday, it will be more of the same…

Mid-tier gold miners in a sweet spot for upside potential

The mid-tier gold miners in this sector’s sweet spot for upside potential have had a spectacular run since March’s stock panic! That catapulted them to extremely-overbought levels, necessitating a correction to rebalance sentiment. The mid-tiers’ just-reported Q2’20 operational and financial results reveal whether those big gains were fundamentally-righteous, and whether more major upside is likely…

China and the US are headed towards a ‘decoupling’

But any rupture is likely to fall short of the separation the word implies. (Reading time: 4 min) The ‘Line of Actual Control’ is the name for the unformalised border that separates Indian-controlled and Chinese-controlled territory in the disputed area where the Asian neighbours meet and where in 1962 the pair fought a war. In…

Healthcare Stocks in the News

News moves entire markets and stocks within a market, both up and down. Today that core investing assumption is arguably more apparent than ever as any positive news on a potential vaccine for COVID 19 can send an entire index into an upward trend. However, it is equally true that current market conditions have produced…