AmpGFX - AUD in No Man's Land, Political and Economic Risks Remain Elevated
Domestic Australian factors are being overshadowed by global developments. These global drivers account for both its rapid rebound over the last...
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Lifting The Lid On Warren Buffett's Investment Secrets (Update)
In May, I published a report citing recent journal literature that sought to decompose Buffett’s Alpha. The authors attribute Warren Buffett’s...
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Rate-Hike Worries Create a Golden Opportunity in Mining Stocks
Fed rate hike worries have created an opportunity to buy gold miners at a discount. The market is rightly concerned about the impact of higher...
419 Views
Lowering Long-Term Copper Forecast and Cutting Rio Tinto's Fair Value Estimate to A$38
Like its peer BHP Billiton, Rio Tinto has ridden the commodity supercycle since the early 1990s. Rio Tinto's asset portfolio is less diversified,...
322 Views
RBA Downbeat on Commodity Price Outlook
In a speech today, Christopher Kent, Assistant Governor, flagged that the RBA expects the speed of China's economic development to ease further,...
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