These Sectors Are Running Hard: Pot Stocks, Rare Earths and Nickel
It looks like the Santa rally has started early this year. There’s plenty going on with banks and large-cap resources flying, but there’s also some action in the small-cap space….
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Here Comes the New Recession: Lockdowns Cause Economic Damage
Let’s start with the basics. There’s no evidence that lockdowns work to stop the spread of coronavirus. None. This is not guesswork. After 10 months of the pandemic, we have data from more than 20 major countries around the world that have tried lockdowns in various forms. The lockdowns range from extreme (as happened in […]
Here’s Where to Invest after Gas — ASX Resource Stocks
The first thing that happened was the pandemic taking out a big chunk of our economy. The next thing that happened was a federal government-led plan to pour money into gas infrastructure. The consequence of this, will reverberate throughout the market…
Where to Invest in 2021: Watch the Energy Sector and Cannabis Stocks
With a trio of vaccines on the cusp of being deployed, will 2021 be another everything rally year? Here are two investment themes that I think you should look out for…
Everyone’s a Winner in 2021: Small-Caps, Gold and Bitcoin Investors
Any future stock market historian will look back at 2020 and think it must have been a pretty great year to be alive. Because despite the dramas of daily life — from bushfires to COVID-19 to US election lawsuits — it’s actually been a ripper of a year for most investors…
Why Australia Will Fare Worst from COVID-19 — Lockdowns Don’t Work
Five weeks ago, I warned you about it: Australia’s vulnerability to another COVID-19 outbreak, and the risks of more lockdowns as a result. Well, this time it’s Adelaide. Bloomberg describes it as one of the toughest lockdowns in the world. You can’t walk your dog. State borders are closed. Some of those who quarantined in […]
