The Reserve Bank’s historically rapid hiking cycle risks breaking things as the Aussie yield curve inverts. Ominous labour productivity numbers spell gloom for the unemployment rate. Spotlight on Qantas and Seek. And does Commonwealth Bank warrant its premium?
Earlier this week, Evolution Mining released an investor presentation, and a point caught my eye. According to the miner, the key investment drivers for gold and copper converge under financial stresses and geopolitical issues. That got me thinking — is that really true? What are the long-term investment drivers for gold and copper? Read on to find out…
Growth is alluring. But what price should you pay for it? Can you overpay for growth? And are the giant tech stocks trading well above any reasonable growth premium? Read on to find out…
China is looking to repeat the US’s trick of energy self-sufficiency. But it won’t be easy and they’re having to dig deep. Really deep! Meanwhile, the oil price jumped on Friday as stronger economic numbers came out of the US. At the same time, Saudi Arabia is about to cut oil production. Could we see an oil price surge? Read on for more details…
Bond market saying Aussie economy heading towards recession. The resolution of the debt ceiling impasse may lead to a liquidity crunch. Bob Farrell’s seventh rule of investing and the tech rally. Are markets wrong on China? And are coal stocks good value or value traps?
What is the source of investment outperformance? How do you beat the market and not merely follow it? To gain an edge over the market, you must be at the edge of the market. Read on to learn more…
Fat Tail has a new podcast – What’s Not Priced In – and the first episode just dropped! Every Friday, Greg Canavan and I will look beyond the headlines and investigate ideas flying under the market’s radar.
What businesses should you invest in at the end of the day? Growing businesses. More specifically, businesses that can sustain growth. Read on to find out…
Nothing is more fabled and coveted than a 100-bagger stock. The stock that returns 100 times the initial investment. The ‘generational wealth’ stock. The life-changer. But these unicorns are rare, because they are invariably outstanding businesses with excellent track records. How can a business sustain a high return on capital for years and years? Competitive advantage…
Today we investigate lithium, graphite, and copper. What is their demand outlook? Their supply outlook? What is the long-term consumption trend? And how is the market assessing lithium, graphite, and copper stocks? Read on to find out…
Investment ideas from the edge of the bell curve.
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