It’s hard to believe but the tech-heavy Nasdaq is close to bull market territory. As research firm Bespoke pointed out last week, the index is up 19% from its closing low on 16 June. Our own S&P/ASX 200 is up 9% since a closing low on 20 June. And the S&P/ASX 200 Information Technology Index […]
We came back to Ireland last night, flying from Dulles directly to Dublin. Dulles Airport was strangely quiet…as if everyone knew it was about to be bombed by terrorists — everyone but us. But no bomb went off. Instead, it was much like the old days. Few people wore masks. There were no long delays. […]
1. Recession? Rate rises? War? You name it, we’re dealing with it. And still, the battery mineral deals keep coming. In these pages, we’ve been tracking the global carmakers’ push into Australia to lock up their future supply chains around lithium, nickel, copper, and rare earths. What’s true of Western Australia is true of […]
In today’s Money Morning…coal for China and India…cold showers for Germany…an ironic opportunity…what’s our plan B?…and more… Last week the Australian House of Representatives passed Australia’s first climate change legislation in a decade. The new bill commits us to a 43% reduction in greenhouse gas emissions by 2030 (over 2005 levels) and a net-zero target […]
Markets have been waiting with bated breath for the Powell pivot. When would plunging stocks, bonds, property, and GDP trigger the strike price of the Powell put as they had triggered the Greenspan, Bernanke, and Yellen Put in crashes past?
In today’s Money Weekend…the long-term trend recently turned down…I have to remain wary of bear market rallies…gold stocks are starting to catch a bid from oversold levels…and more…
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