Trends & Opportunities

If deflation hits – run for cash

Rather than inflation, if there’s one thing that investors should be worried about, it’s deflation. It’s when prices decline, asset prices fall, incomes shrink and no amount of Government stimulus can get the economic machine powering again. Deflation is regarded by economists as a curse, and if the rot sets in it can last decades….

8 US Stocks for Aussie Punters

The eleventh year of the twenty-first century was not particularly kind to share market investors.  Beginning with flooding in Australia, the world watched as one worry after another fell on investors with a regularity approaching the precision of a Swiss watch. The Japanese tsunami and earthquake was soon outmatched by the growing realisation that the…

The Dingoes of the ASX 50

In 1602 a Dutch company instituted the practice of issuing ownership shares in the company in exchange for capital needed for expansion.  The practice caught on and in 1611 the world’s first stock exchange was formed in Amsterdam. Approximately 15 minutes after the market opened for business, some Dutch math wizards began a search that…

Uranium – Australia’s Next Mining Boom?

As the dismal trading in 2011 global share markets ground down to its agonising year-end finish, some Australian investors were heartened by the news that our government was about to lift the ban on uranium sales to India. Newcomers to investing wondered at the time why Australia wasn’t selling to India in the first place. …

Hot Spots and Black Spots in 2012

When the market suddenly took off earlier this week, punters got excited and forgot about the woes and trepidations that plagued 2011. Could 2012 be a whopping good year on the Aussie bourse? And is now the time to get in deep? For those who see the market and life as some sort of pattern,…

Gold and gold stocks a solid bet in 2012

By Ron Hera, Hera Research, LLC Claims that the gold bull market has ended are incorrect.  One of the main causes of recently lower precious metals prices is the fact that the U.S. dollar has strengthened against the Euro.  Since the U.S. dollar is the world reserve currency, a stronger dollar lowers the U.S. dollar…

All this recession talk signals a stockmarket low

Recession is a four-letter word in the financial markets, striking terror into the hearts of everyone.  And if reports since August are to be believed, there is a recession hiding behind every tree.  For a myriad of reasons, economists have argued we are due to plunge into the next one any day now.  But speculators…

Commodities Busts and Debt Defaults Go Hand In Hand

It’s hard to believe, but there was a time when mineral commodities were considered passé and BHP Billiton rarely made broker headlines – but between the early 1980s and 1990s a credit crunch and sovereign debt crisis in Latin America and Russia saw a sharp downturn in commodities prices. Crises are nothing new and the…

7 Telco Shares for Growth Investors

Battle-scarred investors across the world are now faced with the increasing likelihood that Santa Claus will not be coming to town.  The probability of a Santa Claus Rally grows dimmer with each passing day, with no market-moving catalysts in sight on the horizon. While many investors have fled to the safety of cash, the intrepid…