Month: July 2014
Is the “Big Switch” Unfolding before our eyes?
The ASX 200 closed firmly, up 22 points despite the weakness seen in the European region overnight.
Are offshore exposed Building Stocks the best area to be invested?
The ASX 200 closed mildly higher, up 12 points with the gold sector being the standout e.g. Newcrest Mining (NCM) +3.6%, to $11.24.
US indices and the German DAX are turning lower: how will this influence tech stocks?
Following today’s portfolio reweighting of Hickman’s positions as per live alerts to subscribers, please follow the morning commentaries regarding stop loss orders, profit targets and position management.
Another quiet session out there today, with the ASX 200 closing just 8 points lower to 5,511 following the weakness in US markets overnight.
Why have I bought stocks when I’m nervous / negative equities here?
The ASX 200 followed Friday’s lacklustre session in Europe, closing down 6 points.
Iron ore stocks have bounced strongly in recent weeks following the price of the mineral holding above the US$90/t area – the lowest since 2009. Unfortunately, Chart 1 demonstrates extremely clearly that trading the major Australian large iron ore producers is incredibly correlated to the price of the underlying commodity. As such, trading / investing in iron ore stocks currently is basically about second guessing how much stimulus the Chinese government will pump into their economy to maintain growth and hence support the iron pre price. Warren Buffet, arguably the most famous investor in the world, made the below comment with regards to investing in commodities:
Really bullish, there's more to go in the reflation rally
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