Articles for: Integrated Analysis

The Scottish traditional ‘Will ye no come back again’ that laments the prospect that Bonnie Charlie may not return reminds me of metals.

Markets are tough right now – an understatement you might say. So what to do?

Bonds are debt instruments that pay owners semi-annual interest payments.

Metal prices have risen at an extraordinary rate in recent years. You can see from the weekly chart below that prices have risen five-fold in less than five years for Hi Grade copper, a benchmark metal.

I’m still a bear in the US. In an article I wrote some weeks back I mentioned that the US bond market was pointing to about a 50/50 chance of recession next year in the US.

If you’d asked about the market this time last year, the consensus would have been “bullish”.

I read with curiosity a personal finance article (in Australia) about fixing your home loan interest rate. Well, whether you fix it is going to depend on what part of the globe you live in.

Thank you for your many emails. As anticipated your comments had two things in common. Firstly you all had strong views – in a frightening sort of way.

I am revisiting the question “is it too late to enter the market?”, as there are so many investors constantly asking this question. They look at the juicy profits achieved over the last few months and ask is there room for more. I believe the short answer is yes but that does not mean you go out and splurge tomorrow.