Today Callum and Murray discussed the next strategic metal to blast off after US government intervention. They discuss two opportunities in the sector and also analyse an advanced technology stock on the ASX that looks to have turned the corner.
World Markets: Global Insights into Financial Trends and Investment Opportunities
When concerned with the global economy, it’s important to look beyond the powerhouses that are often in the spotlight, and to look at the various emerging markets operating just off stage.
Today’s biggest emerging markets (BEMs), include Argentina, Brazil, China, India, Indonesia, Mexico, Poland, South Africa, South Korea and Turkey. Not as big, but still making impact, are Egypt, Iran, Nigeria, Pakistan, Russia, Saudi Arabia, Taiwan, and Thailand.
Trump Sparks Rare Earth Rally
Murray and Callum pointed out three lithium stocks last week that surged 5–12% this week. Now they look at copper and rare earths.
Three Lithium Stocks in the Buy Zone
Lithium stocks jumped this week, so Murray and Callum discuss whether this could be the beginning of the second boom in lithium stocks. They also discuss a fund manager that is recovering and looking cheap
Interview with a deep value contrarian
In this wide-ranging interview with Collins St Asset Management’s Michael Goldberg, we discuss what it means to be a value investor and a contrarian. Michael reveals where he sees opportunities in today’s market, with a specific focus on gold and oil stocks. Regards, Greg Canavan, Editor, Fat Tail Alliance, The Insider and Fat Tail Investment […]
Silver About to Explode Higher
Silver is building up momentum for a massive run to US$40. Trumps tariff threats have caused a market dislocation event and pressure is building as physical supply dwindles.
INVESTORS BEWARE
The US dollar and US bond yields flew higher in preparation for Trump. But have they gone too far now that deals are being made and the worst fears aren’t panning out?
Murray shows you what will unfold if the US dollar and US bond yields start falling fast. One thing that could come out of left field is Japanese Yen carry trade unwinds.
US tech stocks were hammered last time so investors should be prepared.