Tag Archives: precious metals

Lacking Exposure

by in Blog

From a macro economic standpoint, it looks like we’re going to start this week like any other over the past, however many years, with all eyes on central bank noise and policies.  The rhetoric will be the same, “whilst we don’t believe there is a bubble in any asset market, we’ll do every “accommodation” we can think of to make sure […]

NO LOVE FOR MINERS

by in Blog

Speaking of a developing stories, thankfully precious metals took a well-earned breather last week, after a hard run-up in recent times. As we noted two weeks ago, it was Gold producers that led the spot price down.  This sure would have given the old “Bare Foot” type non-believers some relief and, perhaps, belief that it […]

AS THE WORLD TURNS

by in Blog

As the end of the Australian Financial Year looms ever closer, we wonder how important the final two trading days of FY 2019/20 are going to be. One might have gone into the weekend feeling positive, based on the Friday close for Aussie stock indexes (plus almost 2%), but for Friday night overseas action, minus […]

DEBASEMENT

by in Blog

How quickly the news cycles turn… This time last week, geopolitical instability in the Middle East was of primary concern. Now, after another US/UK/France (no Germany) “Mission accomplished” we move to the next big “thing”, and we’re still no closer to piping gas through Syria, from Qatar, to Europe. Despite the US trade and hot […]

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