Gold Accumulation Begins
The ASX clawed back from a two-week low on Tuesday as investors bought the dip in gold miners. That dip-buying could mark a floor for ASX resource companies.
The Next Asset to Target: Preparing for the ‘Trickle-Down Effect’ in Commodities
The Next Asset to Target: Preparing for the ‘Trickle-Down Effect’ in Commodities
Former James Cooper details why he expects we’re embarking on a highly speculative phase in the resource market. The time to prepare is now.
The Hunt for Yield Is On: Mining and Energy’s Income Plays
The Hunt for Yield Is On: Mining and Energy’s Income Plays
Forget the miners doing the digging. Some of the fattest, most reliable yields in resources belong to the companies collecting the royalty cheque.
Speculation Fades: Gold Accumulation Begins
Speculation Fades: Gold Accumulation Begins
Gold’s wildest year on record delivered panic, war, and a 20% crash — but the real story is just beginning.
Oil Hoarding: The #1 Risk to the Market from here
Oil Hoarding: The #1 Risk to the Market from here
Chronic underinvestment. A genuine supply shock. A market that had written off the sector. That’s the 1970s setup, and it’s shaping up again today.
Room for Growth: Today Oil Makes Up 3% of the S&P500. In 1980 it was 30%
Room for Growth: Today Oil Makes Up 3% of the S&P500. In 1980 it was 30%
Energy makes up just 3.2% of the S&P 500 today. At its 1980 peak, it commanded almost 30%. The gap between those two numbers is where the next great rotation begins.
An Aussie Gas Boom That You Won’t Collect
An Aussie Gas Boom That You Won’t Collect
If the government isn’t going to give you anything from your national resources, then invest in the companies that can
The Hunt for Yield Is On — Part I: Bricks and Mortar Losing Their Shine
The Hunt for Yield Is On — Part I: Bricks and Mortar Losing Their Shine
Negative gearing is back under review, and Victorian landlords are being squeezed by land tax. Is it time for income investors to look elsewhere?
The Vicuña District: sits alongside history’s greatest mining provinces
The Vicuña District: sits alongside history’s greatest mining provinces
Some regions don’t just host a mine. They host a mining century. Here’s why the Vicuña District belongs in that conversation.
Part II – Navigating the Tricks of Uranium Investing
Part II – Navigating the Tricks of Uranium Investing
Spot uranium has consolidated above US$80/lb, and term contracts are signing higher still. So why isn’t new supply showing up?
