Archives: Questions And Answers
The Mar-a-Largo Accord is the idea that the US will give the G7, the Middle East, and Latin America security and access to US markets, and in return, these countries agree to intervene to depreciate the US dollar, grow the size of the US manufacturing sector, and solve the US fiscal debt problems by swapping existing US government debt with new US Treasury century bonds.
This all sounds crazy to me and absolutely chaos….which is all playing out exactly as I thought so far. And we’re not even half way through year one!
Does it not concern you that this is just the beginning, and that a recession is coming and that everyone will continue getting out of anything USA related….stocks, the dollar etc?
Hi Gentlemen,
I bought Maas Group Holdings (MGH) a while ago and watched it climb to almost $5.00, but since it acquired those other companies (which analysts considered a sound decision), the price has fallen to as low as $3.50, even after a large on-market buy back. It appears to be a very healthy operation. What, if anything, went wrong here?
Hi guys, hope you all had a good break last week with the public holidays.
Could you please explain what’s been happening with U.S. bond prices lately?
Do stocks prefer going off the 2’s, 10’s or 30’s?
I understand that with Trump changing his mind every thirty minutes that it upsets the balance, but one moment Stocks are following bonds, then the next it’s against it.
What is the current sentiment towards them. The 30’s aren’t far off the high yields from liberation day but not as high as the start of the year. If they were getting sold off by the likes of China and other countries, then surely the yields would be dropping and stocks would like it. If stocks were following the 2’s then things would be looking good. Right now I have no idea where the smart money is going or even what is doing the leading.
The elephant in the room would be a large sell to move away from USD$, which we have seen and the money going to gold; if this continues or even expands, what are the knock on effects and where do the funds go / how does the US manage such high yields?
regards,
Simon
You have listed your buy price in the growth portfoliio of Min Res at $44.12 and as bought on 16/03/2023. But on the 16/03/2023 the Min Res price was $80.31. That’s twice the price. How does that work?
Hi Team,
Hi all – exciting times. I have 2 stocks for Q and A if thats okay?
I have been a holder of Helloworld for a few years from higher levels. Currently trading circe $1.40 with a reported book value of over $2.00 with a few broker buy recommendations out there. Its yielding over 7% FF and a PE ratio under 12. Would appreciate your learned opinion on this stock at current levels and future prospects.
Morning Report 28/4/25 “net wave of EV adoption is just around the corner, as BYD and CATL claim some incremental advancements in battery range and charging speeds, i.e. next generation batteries with 1500km range and a game-changing rapid charging rate of 520km in five minutes, or 2.6km/second.” Weekend Aust Pg 31 WSJ “Mike Dunne, who runs a namesake automotive consulting firm, said CATL’s and BYD’s superfase charging technologies are a genuine breakthrough, but several challenges remain. The new technology will cost more, and frequent usage will wear out the battery cells, he said. “It’s more sizzle than steak” Dunne said. Q Will the early adoption cycle revert ?
Hi guys
I have noticed that my btr shares have changed over btrda and have received less shares than i had but they have gone up in value
Can you please explain what has happened to the shares in this company
Thanks
Tony
Hello Esteemed Team,
