Recommend SELL – BHP, RIO, FMG, PEX, PM8 & LYC
Still forecast Coronavirus will become a global pandemic 31 Chinese Provinces and up to 400m people under expanded quarantine measures Have reason...
336 Views
U.S. Equity Strategy: Value and Small-Caps Appear to Be on the Cusp of Major Bullish Moves
As we write this, fears of a reprisal attack by Saudi Arabia are being priced into the markets. Oil is surging on the back of the largest ever...
397 Views
Iron Ore Peak with Designs on a 30% Decline
China Iron Ore shows a compelling top unfolding that opens the way for fallout back to the early to mid 2018 lows with increasing odds of a major...
352 Views
Putting Aussie Earnings Conviction to the Test
Reporting Season Performance. Our recently published Earnings Season Wrap highlighted concerns about the number of downgrades to FY19 earnings...
359 Views
Commodity Critic: China’s Power Assertion over Iron Ore Pricing
The Chinese government has recently allowed foreign investors to trade iron ore futures on Dalian Commodity Exchange (DCE) in May 2018 and deployed...
230 Views