All last week Fat Tail Daily explored the dynamics going on in the gold market around the world.
I’ve got more to add today too.
We got a big, juicy clue last week that this precious metal bull market could have a long way to run yet.
By Callum Newman,
Australia is the premier gold mining country in the world!
You and I have front row seats to the best assets the global gold industry can offer.
You don’t have to risk investing in Mongolia, Mozambique or Mauritius, or worry about currency changes and different time zones.
The bull run is right here, right now.
By Callum Newman,
A man named Pierre Lassonde was the founder of one of the first gold royalty companies, Franco Nevada.
30 years ago, he created a theoretical ‘curve’ to outline the life cycle of a junior mining company.
The idea is that you want to position in these stocks at a certain time for the best chance of a fast up move…
By Callum Newman,
Most fund managers in the market who long resources will go to Rio Tinto [ASX:RIO] and BHP [ASX:BHP] over Fortescue Metals Group [ASX:FMG].
Why? Because they can justify it as getting exposure to copper as well, hitching onto the theme of decarbonisation and renewable energy.
By Callum Newman,
Every year, I can guarantee you something will be the same.
It’s this…The consensus will be China’s economic outlook is a bit grim, and the iron ore price is odds on to fall.
It’s as Australian as the Melbourne Tennis Open and cold beers and prawns for Christmas around this time of year. But…
By Callum Newman,
Because the Aussie dollar is falling, to a 5 year low no less, the gold price in Aussie dollars is a rip-roaring record that exceeds $4,300 an ounce.
Any gold producer that can extract gold from the ground at a decent price should be racking up big margins right now.
By Callum Newman,
Small cap specialist Callum Newman puts down 5 big predictions for the coming year. Read on and consider placing your bets…
By Callum Newman,
Here’s the tricky thing about the stock market. Sometimes different strategies work at different times.
That might sound obvious, but it throws up a practical problem.
For example, if you normally trade momentum, like I do, and there’s not much momentum exhibiting…what do you do?
By Callum Newman,
A new report warns that 30% of Australia’s jobs are at risk within five years. This has massive implications for your job, your super fund and asset markets.
By Callum Newman,
Callum Newman explains why the mining cycle is moving into the ‘boom’ phase over the next two years…and one of the best sectors to hunt for alpha.
By Callum Newman,
Investment ideas from the edge of the bell curve.
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