Iron Ore
I am lead to believe that the Australian financial media have only just noticed that iron ore has been falling for two months. Just for those in the media who need to come up to speed here is a chart.
Overblown and Overhyped
Do you ever get the feeling that every single investment idea or movement is the greatest thing since sliced bread. What interests me is that this sort of breathlessness even inhabits what you may liberally call the more refined corners of social media such as LinkedIn. Normally you would only associate rabid fan boy behaviour…
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Commodities Supercycle or Bump
There is much talk about an emerging commodities supercycle and as can be seen below commodities as a broad group has been on a tear this year. As to whether this is the beginning of a multi-year cycle is anyone’s guess – notice I used the word guess because nobody has a cue. We will…
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All Booms End
Be they single instruments or complete markets – lumber is the perfect reminder of this. But t is a lesson that traders always fail to learn.
Do Dividends Matter To Traders?
This piece from the lads at MF&Co Asset Management dropped into my inbox this morning. What caught my eye was the notion that BHP was a high dividend yield play kind of stock. To be honest I had never thought of it that way and had only ever traded BHP via ETO’s and with the…
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