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Callum Newman

Hunting Alpha in Today’s Market

Hunting Alpha in Today’s Market

Today’s Daily Reckoning Australia looks into the housing market, at least via the stock market. It’s certainly not booming, but the outlook doesn’t appear as dire as some would have you believe. Plus, where else might we look for an investment opportunity? Read on to find out…

By Callum Newman, Monday, 27 February 2023

What This Famous Investor’s Clock Says about Resources Now

What This Famous Investor’s Clock Says about Resources Now

The mad dance of resource investor expectations and exuberance has shifted from lithium to the next battery metal sector superstar. However, the ghost of Mark Twain haunts us all who dare to tread here. A miner is a liar standing next to a hole in the ground, he said. How to make sense of it all? One way I do that is to stay in contact with those in the industry. Read on for my latest catch up, as well as an exclusive interview with Jim Rickards

By Callum Newman, Monday, 20 February 2023

2023: Shares to Recover to New Highs

2023: Shares to Recover to New Highs

My December recommendation to paying subscribers is up 25% in less than three months! The good news is, there are still loads of cheap shares on the ASX with great potential to spring back in the same way. Also, mark this Wednesday down as an important date. Read on to find out why…

By Callum Newman, Monday, 13 February 2023

ASX Property Bargains: Still There for the Taking!

ASX Property Bargains: Still There for the Taking!

Everywhere I look, I’m supposed to see a recession, except it doesn’t show up. We have retailers reporting cracking results, low defaults across the banks, and a roaring share market. But there are still plenty of stocks trading at cheap valuations, even with the general market a whisker off all-time highs. Property-related stocks are one of those sectors…

By Callum Newman, Monday, 06 February 2023

For My Money, the Next Sector to Bounce Is Here

For My Money, the Next Sector to Bounce Is Here

In today’s Daily Reckoning Australia, Aussie consumers have confounded predictions about the impact of high inflation on company earnings this year. Retailers are booming, with multiple earnings announcements revealing as such. And more importantly, this suggests the big fear over Aussie housing last year was misplaced too…

By Callum Newman, Monday, 30 January 2023

Simandou: Iron Ore’s Amazon Moment

Simandou: Iron Ore’s Amazon Moment

In today’s Daily Reckoning Australia, everybody loves to talk battery minerals, but iron ore is still where the big money is. Iron ore is back to a booming price of US$120 a tonne. Everybody is always worried that the iron ore market will go into oversupply and kill the price, but here’s another scenario worth thinking about…

By Callum Newman, Monday, 23 January 2023

Five Stock Winners in Six Months. Here’s Why…

Five Stock Winners in Six Months. Here’s Why…

In today’s Daily Reckoning Australia, we hope to leave you feeling a bit more positive about the world. There’s good news out there if you know where to look for it…

By Callum Newman, Monday, 16 January 2023

Gold Glitters to Start 2023. Here’s Why…

Gold Glitters to Start 2023. Here’s Why…

In today’s Daily Reckoning Australia, Callum looks at the action currently happening in gold and iron ore. He also thinks the small-cap sector deserves a look, even though it’s yet to recover. Read on to find out more…

By Callum Newman, Monday, 09 January 2023

The ‘Clipper Ship’ Strategy to Baby Boomer Big Bucks

The ‘Clipper Ship’ Strategy to Baby Boomer Big Bucks

In this special edition of Money Morning, get a glimpse at the kind of investment ideas and trends Callum seeks out in Australian Small-Cap Investigator. At its simplest, successful investing comes down to being able to follow the money. Or rather, being able to anticipate where the money will flow. Read on below to see how Callum is able to do this just by understanding the logic behind market sentiment…

By Callum Newman, Friday, 30 December 2022

The ‘Clipper Ship’ Strategy to Baby Boomer Big Bucks

The ‘Clipper Ship’ Strategy to Baby Boomer Big Bucks

In this special edition of The Daily Reckoning Australia, get a glimpse at the kind of investment ideas and trends Callum seeks out in Australian Small-Cap Investigator. At its simplest, successful investing comes down to being able to follow the money. Or rather, being able to anticipate where the money will flow. Read on below to see how Callum is able to do this just by understanding the logic behind market sentiment…

By Callum Newman, Monday, 26 December 2022

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All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.

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