Friday, November 2, 2018

Barron's: How Electric Vehicles Should Give a Jolt to Copper Miners

By SIMON CONSTABLE

Copper prices have dropped 18% in recent weeks, creating a long-term opportunity to get in on some cheap copper-mining giants with generous dividend payouts. Their prospects will depend on a major technological transition: the move from gasoline-powered to electric vehicles.
“If you’re bullish on global growth over the next 18 to 24 months, you have to own copper-related assets, especially since current prices aren’t high enough to fund new-mine development,” says Adam Johnson, founder and author of the Bullseye Brief financial newsletter. Read more here.

Wednesday, October 31, 2018

Forbes: More Upside In Gold Prices

By SIMON CONSTABLE

This month's rally in gold prices may not be over.
That's because investors are still heavily betting on a decline in the value of the precious metal. When speculators overwhelmingly bet in one direction then a move in the opposite way is often the result. Read more here.

Forbes: Gold Outperformed Bitcoin In October

By SIMON CONSTABLE

When investing in alternative assets gold remains the king.
The yellow metal performed far better than the world's best-known cryptocurrency, Bitcoin, during October's market volatility. Read more here.

John Batchelor Radio Show: What Does Brexit Do For Scotland?


By SIMON CONSTABLE

Tuesday, October 30, 2018

Mid East Eye: Saudi Economy May Pay High Price for Khashoggi Killing

By SIMON CONSTABLE

Saudi Arabia’s economy will likely pay a high price over the recent killing of dissident Saudi journalist Jamal Khashoggi, a sordid affair that sparked global outrage and which may prompt some action by the United States and other governments.
However, the longer-term issue is that investors will likely shun Saudi Arabia because the killing highlights the kingdom’s political instability, and that shakiness is something from which investors tend to shy away or exact a high price. Read more here.

Forbes: Message From The Bond Market -- More Turmoil For Stocks

By SIMON CONSTABLE

Already stocks have had a volatile fall, but it could get even worse.
That's because a change in the bond market is pointing to a sharp decline in stocks unless something changes, according to one analyst. Read more here.

Monday, October 29, 2018

Forbes: The Italian Financial Mess Ain't Over Yet

By SIMON CONSTABLE

The disagreement between the European Union and the recently-formed Italian government coalition, ain't over yet.
Quite the contrary. It could run and run, according to a recently published report. Read more here.
Photo by Emma Fabbri on Unsplash