Most employers would like to think that their workers are champing at the bit to return to more normal conditions after a bout of pandemic-induced soul searching about their career direction. In truth, many will be reluctant to return to the physical workplace, having grown attached to leisurewear and liberated from dealing with malodorous colleagues
Read More
Back in January I wrote that rising longer-term bond yields could eventually become a threat to share prices. This prediction was accurate but also inevitable, with expectations of an economic recovery, it was likely that bond yields would rise, and with rising yields, the stocks trading at the highest levels would be threatened. So, is
Read More
While investor interest in ‘battery metals’ has focused on lithium and graphite, copper has been the quiet achiever in terms of its role in the renewable energy revolution. But with the copper price testing record highs set a decade ago, the credentials of the red metal are getting louder by the day. For veteran US
Read More
The ASX fee clearing rebates for January hit clients’ accounts last night (26th February 2021). From the ASX: “To help promote growth in the equity options market, ASX will introduce an Options Liquidity Growth Program in the form of fee rebates for three months from 1 January through to 31 March 2021. The three-month fee rebate
Read More
With Bitcoins – by far the dominant ‘crypto’ – now worth a collective $US1 trillion, massive punts are being made on the latter by the likes of Blackrock, the world’s biggest funds manager. Having fetched $US380 apiece five years ago, Bitcoins last week hit the $US57,000 ($74,000) level before retreating below $US50,000. But the normally
Read More
Copper demand is expected to skyrocket in the coming years, with supply scrambling to catch up. “Beyond 2020, we forecast that consumption will outstrip production over the period to 2024, resulting in a growing refined market deficit and increasing copper prices.” According to S&P Global Market Intelligence commodity analyst Thomas Rutland. Global copper production will
Read More