All week we’re talking about what Net Zero means for you as an investor. One of the key themes of this debate is the difference between the public perception and investment reality. Read on to see how the rise of key renewable energy plans look good for Net Zero targets, but their reality is more…nuanced. But then, why is no-one talking about this less-than-ideal reality? WATCH this eye-opening interview to find out…
By Callum Newman,
In the words of George Soros — one of the greatest speculators of all time — we must ‘Find the narrative whose premise is false…and bet against it’. But where should we look? You want to hear about all the exciting things going on lithium, rare earths, and copper. However, here’s the reality. Iron ore is barnstorming its way towards US$120 a tonne…against all expectations. Read on…
By Callum Newman,
In today’s Money Morning…it’s been a tough 18 months…but it’s not 2008 here…a bet I’m willing to take and am positioning for accordingly…individual analysis matters…and more…
By Callum Newman,
In today’s Money Morning…the best way to describe the market right now…we have one advantage…as usual, China is the scapegoat…and more…
By Callum Newman,
In today’s Money Morning…the market throws up opportunities all the time…I think now is a time to be getting active and aggressive in the market…and more…
By Callum Newman,
In today’s Money Morning…why does anyone care about Burry, anyway? Here’s what I think you need to know about today’s market…and more…
By Callum Newman,
In today’s Money Morning…gold, generally speaking, has been on an uptrend since about 2015…can it go higher from here?…and more…
By Callum Newman,
The latest earnings result came out yesterday for James Hardie Industries. JHX is moving perfectly in accord with where I think the market — and the world — is currently. Expectations last year became incredibly depressed and negative. Now the stage is set for companies to surprise to the upside…
By Callum Newman,
In today’s Money Morning, there’s good news for investors in all of this…the ASX today is within striking distance of its all-time high…volatility is the opposite of trend…and more…
By Callum Newman,
In today’s Money Morning…worries that can be put to rest…stocks on the Aussie market with an angle into US housing in one way or another…the general trends forming now make me positive for the market in general…and more…
By Callum Newman,
Investment ideas from the edge of the bell curve.
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