Uranium Bull Returns?
Cameco has cut uranium production forecasts which put a rocket under the uranium sector. It looks like the bull market has returned and there are a few stocks looking ready to run.
US margin debt hits high, but don’t worry…
US margin debt hits high, but don’t worry…
One thing we DO know about so called “bubbles” – periods of speculative excess that result in a crash – is they’re usually fuelled with borrowed money. US “margin” debt – borrowed money used to buy shares – is at a record high.
Australia’s stock picking sweet spot
Australia’s stock picking sweet spot
We know that the earnings growth hasn’t been there for the last few years. The market is going up anyway.
Some people are surprised by this. They shouldn’t be.
Two stocks with “hidden” assets
Two stocks with “hidden” assets
You might remember we chatted about REITs like SCG last week. Here’s a great example of a company having a business model with another juicy angle to generate value.
Patience and time: keys to the big payoff
Patience and time: keys to the big payoff
That’s the power of buying in a downturn, if you can get your analysis right.
But we’re not in a bear market, anymore. Where can we find something that’s still suppressed?
A US Tech Monster Erupts
A US Tech Monster Erupts
Buying companies when the jaws of operating leverage start opening up is the way to make great investments. Murray and Callum discuss a $200bn US tech stock which is a household name and an Aussie SAAS company. They both look like they are in the early stages of a strong rally.
Riding the economic cycle…or not!
Riding the economic cycle…or not!
If commercial property firms are rising, then the economy can’t be too bad. It means rents and leases are solid, or the market would be dragging them down.
ASX Trap: more brand than buck
ASX Trap: more brand than buck
People chase performance. And it’s a simple fact that US shares keep trouncing Australia, and, to be fair to us, the rest of the world too.
Two stocks for your watchlist
Two stocks for your watchlist
This is one to watch from here. I suspect that fund managers and investors might be happy to look through this short-term weakness with an eye to the longer term.
US Gov…Juicing the Markets this Way
US Gov…Juicing the Markets this Way
Trump’s Treasury Secretary, Scott Bessent, knows his boss can bluster and curse and claim whatever he likes.
Bessent has the really hard job. Every day he has to convince the markets that this debt is not massive financial bomb under the global economy.
