The market usually doesn’t sell off in a big way when we get the kind of geopolitical flashpoint we’re seeing now.
However, I must admit I still expected the Aussie market to be down at least a little bit this morning.
As I write, it’s mildly green. Are investors being too complacent here?
By Callum Newman,
All week we’ve been on a mission. We’re unpicking the dynamics around gold, and gold stocks.
Here’s a bit of advice on this opportunity,
By Callum Newman,
Gold was long considered a “chaos” hedge, and protection against market sell offs and financial crisis.
It can be that, for sure.
But for now, the markets are bidding on both, because it’s inherently protection against currency depreciation.
This is why bitcoin is surging toward new highs as well.
By Callum Newman,
Dimon recently stated:
“You are going to see a crack in the bond market”.
And…
“You are going to panic”. He doesn’t say it, but implied in Dimon’s warning is you and I better have a plan in place for when this scenario goes down.
By Callum Newman,
Trump has a money problem. The American deficit needs handling. Foreigners hold trillions is US Treasuries.
At some point it’s not hard to imagine Trump just not paying the interest on these bonds, or calling them void with some bogus executive order.
Trump has a gangster’s mentality: whaddya gonna do about it?
By Callum Newman,
It looks to me like Trump is going to cut taxes and juice the economy with credit to make it look like his policies “work”.
This is a platform for a whole lot of speculative money to start washing over the world markets, ASX included.
There’s no pump like the Trump pump. You and I are going to ride it while it lasts.
By Callum Newman,
Today the star of the show Murray Dawes analyses the silver chart. It’s now broken above US$35 per pounce – a key technical level. What does it mean? How can you play it?
Murray will share his analysis, and where silver might go, with some ticker codes to follow.
By Callum Newman,
Yesterday there was a flood of green on the share market. Odds are the ASX is going to break into all time highs and keep going.
There were some juicy moves. One that springs to mind is…
By Callum Newman,
One of the points I made in 2024 was that the IPO market had dropped like a stone – a sign of a bottom forming at the time.
That’s why the news today stick out like the proverbial.
The Virgin Australia IPO is now on. It’s been brewing for 2.5 years!
By Callum Newman,
History is clear on this point: fortune favours the optimists.
In fact, I wouldn’t be surprised to we had a solid run of years from 2023 to 2027 like we did from 2003-2007. I’m not saying it’s without risk, or won’t be volatile.
But that’s my thinking currently until I see something to get mega bearish on.
That’s the base of my gameplan. I’m hunting for opportunities with this in mind.
By Callum Newman,
Investment ideas from the edge of the bell curve.
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