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5 February 2025
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Despite a recent pullback, gold has been one of the best performing assets this year. What are the key factors behind the rise and what's needed for the bull market in the yellow metal to continue?
Australia has more listed companies per head of population than just about any other country on earth – and many times more than the US. This explores why that is and whether it's connected to our well-known love for a punt.
Today, the uranium market is driven by price-inelastic buyers who are motivated almost solely by supply worries - literally by the fear of running out. That could see high prices sustained for a number of years.
Decarbonisation will be a driving theme for markets for decades to come, and estimates of its costs are still far too low. It will benefit mining companies as demand will be structurally higher going forwards.
If you think those darlings of the ASX, the WAAAX stocks, have the most spectacular valuation excesses, how about 80 cents to $280 in a few months? Poseidon was the biggest of all, and we don't learn the lessons.
Over the last two years, small caps have underperformed their large cap rivals in Australia, which goes against the global historical trend. Where has our small cap additional performance gone and will it return?
Great speculative mining booms occur about once every 30 years or so in Australia. This year marks the conclusion of my decade-long plunge into mining stocks. I will probably be very old or gone before the next price surge.
Amid the bucket loads of optimism and faith, just as you want to rush out of the room and buy some gold bullion or gold shares, along comes somebody to spoil the party.
The housing market was subdued in 2024, and pessimism abounds as we start the new year. 2025 is likely to be a tale of two halves, with interest rate cuts fuelling a resurgence in buyer demand in the second half of the year.
This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.
While encouraging people to draw down on their accumulated wealth in retirement might be good public policy, several million retirees disagree because they are purposefully conserving that capital. It’s time for a different approach.
The renowned investor has penned his first investor letter for 2025 and it’s a ripper. He runs through what bubbles are, which ones he’s experienced, and whether today’s markets qualify as the third major bubble of this century.
Getting regular, growing income from stocks is tougher with the dividend yield on the ASX nearing 25-year lows. Here are some conventional and not-so-conventional ideas for investors wanting to build a dividend portfolio.
2024 was a banner year for equities, with a run-up in US tech stocks broadening into a global market rally, and the big question now is whether the good times can continue? History suggests optimism is warranted.