Trends & Opportunities

Contrarian Stocks for the Future

Analysts and market experts touting less than worst case scenarios on the economic impact of the newly named COVID-19 pandemic took another blow on the morning of 2 April in the US. One week ago, a stunning 3.3 million US citizens filed for unemployment. Predictions for the current week ranged from 2.65 to 5.6 million…

Aged care during coronavirus pandemic

According to the Greek myth of Sisyphus, no sooner does the beleaguered king, cursed by Zeus, roll a boulder up the mountain, than it careers back to the bottom, only for him to have to start all over again. Our previous white paper on the age care sector – The Aches and Pains of Aged Care –…

Safety and Opportunity in Healthcare

Global markets, including the ASX, have followed the lead set by the passage of the largest “stimulus” package in US history, have begun a multi-day upward trend. In three days, the Dow Jones Industrial Average rose 21%, roaring back into Bull Market status. The USD$2 trillion-dollar package passed in the US Senate and was passed…

Silver Miners’ Q4’19 Fundamentals

The carnage in the silver miners’ stocks has been apocalyptic, fueled by the astounding COVID-19 stock panic.  As terrified traders frantically dumped everything and ran for the hills, silver and its miners’ stocks crashed.  That catastrophic anomaly has potentially created epic contrarian buying opportunities.  The silver miners’ recently-reported Q4’19 results reveal whether their fundamentals support…

Investor Signposts 30 Mar 20: Pandemic pandemonium

CommSec Chief Economist Craig James previews the economic & financial market events scheduled for the week ahead including CoreLogic home prices, the Reserve Bank Board meeting minutes & China Purchasing manager indexes. Australia: Pandemic pandemonium We begin April with the release of several ‘tier-1’ economic data releases. Of particular interest to investors will be home…

An economic outlook in uncertain times

There’s so much noise. Market volatility, the impact of COVID-19 on the global economy, an abundance of risk. Where there is risk however, there’s usually opportunity, even if it doesn’t seem immediately apparent. Unfortunately, it tends to get drowned out by the information overload and negativity assailing us through our computer screens, television and radio…

The Most Exciting Green Startups To Watch In 2020

The Airbnb of energy, the Uber of zero-carbon transportation, the VRBO of blockchain electricity-sharing… a collection of new startups are about to revolutionize the sharing economy – and smart money is starting to pay attention. The sharing economy has become an unstoppable force–and the collaborative, peer-to-peer economy has grown from a curious fad into the…

Recession Deniers Fading Away

At the close of the 2019 trading year, the second largest investment bank in the US – Goldman Sachs – confidently declared the US economy “all but recession proof.” Goldman now predicts 0% growth in Q1 of 2020 with negative 5% coming in Q2, although the bank along with rival JP Morgan Chase both predict…

Uber’s Green Competitor Is Riding A $30 Trillion Mega-Trend

If it’s not green, it’s not millennial–and that’s a big problem for a company like Uber, or Lyft. Millennials love ride-sharing, but they don’t appreciate the CO2 footprint that comes with it. The immediate problem for Uber is this: The next-generation of ride-sharing is already here–born out of massive millennial demand. It’s green through and…

Lessons Learned from the GFC

Earlier in the week retail investors still reading the financial news began to see analyst/expert opinions that the dramatic selloffs both here and in the US were an “overreaction” to the uncertainty about the economic impact of the current crisis. The “overreaction” continued in mid-week, with the S&P indices in both countries descending into Bear…