Dear Reader, Bullish. There’s no other way to describe the price action right now. The market continues to defy the sceptics, the bears and the worried. I’ve been all three at times over the last six months. Thankfully, I put those views aside and focused on what I can control: identifying stocks with upcoming catalysts […]
By Callum Newman,
Today’s Daily Reckoning Australia begins with a hat tip to an old colleague: Chris Mayer. Chris is now a fund manager in the US. For 10 years he wrote an investing newsletter for the Daily Reckoning’s parent company. Why does he return today to these pages, in spirit if not in name? Last week Chris […]
By Callum Newman,
90%. That’s how much lithium speccy stock Piedmont Lithium Ltd [ASX:PLL] soared yesterday on the news of a Tesla offtake deal. It roared up again in US trading overnight.
By Callum Newman,
Dear Reader, What a difference a few days can make in the market. This time last week I said bank stocks looked weak whether you viewed them as a technical analyst or fundamental investor. Treasurer Josh Frydenberg rearranged their governing rules a few days later! Bank stocks ripped on Friday. Today’s Daily Reckoning unpicks the […]
By Callum Newman,
Dear Reader, Hi there! It’s your new Daily Reckoning Australia contributor here. My name is Callum Newman. I must admit something. I’m not so new. I began contributing to The Daily Reckoning Australia way back in 2012! What’s going on? For about two years I was writing a similar daily email called Profit Watch. Your […]
By Callum Newman,
Have you ever stared like a hawk at the market as the opening bell sounds? I’m referring to the 10:00am open on the Aussie stock market. If you haven’t, you’re probably not a rare creature like me. I love to watch the open. But is this the best time to buy shares? Well, that’s exactly what […]
By Callum Newman,
Lately I’ve been thinking there’s something brewing in the renewable energy sector. The switch away from fossil fuels is gaining momentum, in the mind of investors anyway. I spent part of yesterday reading over some recent material on this sector. You might be surprised to know that the US now consumes more energy from renewables […]
By Callum Newman,
Take a look at this (emphasis mine): ‘This allows us to date the mid-cycle slowdown of the new real estate cycle. The half-way point of 14 years up. A 2019 peak into 2020 / 2021 recessionary years, with 2021 the low…’ This was our big claim, back in the very first issue of the newsletter […]
By Callum Newman,
How is the COVID-19 health crisis impacting the Australian property market? There are two real points to make here. The first relates to what’s likely to happen now. The second, to what is likely to come next. I’ll cover it all today. In a nutshell: There’s bad news for sellers…better news for buyers…and great news […]
By Callum Newman,
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