We don’t have to look far to see the first one. It’s oil!
This got clobbered after OPEC decided to increase production. That begins now. Those extra barrels will now hit the market just as demand is set to go down. Here’s why you care.
By Callum Newman,
Tune in today to watch the latest Closing Bell podcast with Murray Dawes and myself.
I ask Murray to chart one of my small cap recommendations…
This is one you’ll want to put on your watchlist.
By Callum Newman,
Earnings are what drive share prices over the long term. It’s hard for me to get excited about the general index moving into this headwind.
That puts a passive strategy in the spotlight. The market doesn’t seem posting a big lift this year.
This dynamic also does something else. It makes any company posting an earnings UPGRADE look especially appealing.
As a matter of fact, we just saw one yesterday.
By Callum Newman,
Trump might like to wank on about how good he is for the US economy, but he had two massive tailwinds at his back during his first Presidency: cheap energy and the Wall Street tech boom. He had nothing to do with either. His timing was impeccable – I’ll give him that.
That brings us to today…
By Callum Newman,
The whole credit system of the global economy is built on US government debt, which has been spewing forth for forty years.
Now…
Rising yields mean that bond prices are falling.
And it was only a few weeks ago that bonds were dropping hard as the share market tanked, as well.
One explanation was foreign holders dumping US assets in reaction to Trump’s tariff agenda.
Was it true?
Not according to the Wilson team. Here’s why.
By Callum Newman,
US entrepreneur James Altucher thinks now is the time to take advantage of the Trump administration’s deregulatory agenda.
James will be working with our man on the ground, Charlie Ormond, here in Australia.
That’s why Murray Dawes and I got Charlie on today’s edition of the Closing Bell podcast.
Right now, markets are in flux. The short term swings are hard to read. But these periods can provide fruitful long term returns.
By Callum Newman,
There’s a financial writer in the USA called Richard Maybury. He’s recommended military related shares to his subscribers for 30 years.
The gains are astronomical. That’s because the US government has lavished money across the American military for three decades.
Others are now catching on to this simple strategy. Governments make war…and spend big to make it happen. You can use it too.
By Callum Newman,
Bitcoin, amongst other things, is a network of trust. That shines like a beacon because Trump is destabilising everything he goes near.
And when bitcoin surges, the ‘alt’ coins usually aren’t far behind.
I wouldn’t be surprised in the slightest to see another riotous crypto boom forming as millions of Americans turn to speculation to offset their declining standard of living.
By Callum Newman,
One sector I think could be prospective for alpha in the next 12 months is shares related to the property market.
I’ll put a caveat on this: I thought this back in 2023 too, and it hasn’t worked so far.
Probably a timing issue.
Rate cuts are bang in sight for the market now. Here’s some ideas…
By Callum Newman,
Long term there’s still so much to like about the Aussie gold sector. Exploration and development are going to surge here.
My last report for my advisory Australian Small Cap Investigator was on a cracking gold story in the junior resource space. This is not just dependent on a rising gold price.
It’s an exploration campaign that could blow the socks off the market if it comes off. And if it doesn’t? Well, that’s factored into the plan too.
By Callum Newman,
Investment ideas from the edge of the bell curve.
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