Primed for a Christmas Rally

The American economy is moving right on track as far as Profit Watch is concerned. That means we’re on track for a strong 2019 when it comes to US stocks…which might be just what we need to pull the Aussie...

SQM Proves the Lithium Bears Wrong

Yesterday, we left you with an instruction: Keep an eye on the third-quarter earnings release from major lithium player SQM. SQM is the second largest lithium producer in the world. If you’re invested in lithium stocks, the news was pleasing. Nothing...

Vodka, Cocaine and the Real ‘Wealth Effect’

Slap! Markets across the board are copping a pasting right now. It’s certainly one way to perk up when the jet lag kicks in. Your editor arrived in Australia yesterday. Unfortunately, it was without my bag, which contained a bunch...

Uncle Sam Moves to Block China

Today’s Profit Watch shares a little more of our American adventure. That’s before we escort you to Papua New Guinea and its sudden strategic importance to both China and the United States. In Baltimore, you can go from the ghetto...

On the Pointlessness of the Moai

Whoosh! US markets flew up in the last session. Mr Market likes what he sees when it comes to the midterm election result. They say that the market climbs a wall of worry but hates uncertainty. The US action is proof...

The Housing-Finance Feedback Cycle…Exposed

Over the weekend, Agora Financial Australia’s publisher threw open the forum. He asked you what your biggest problems are when it comes to investing. Thank you if you wrote in. We’re still working through the responses. But already one theme is...

The ‘Silent’ Bull Market

Feel that gush of wind? That’s the world letting out a big, relieved sigh. Apparently, the outlook for the US stocks isn’t so bad after all. The Nasdaq was up nearly 3% at the close of US trading. Aussie stocks should bounce...

Amazon HQ2: A Speculator’s Delight

Now here’s a bit of fun… Literally this time last week I told you real estate speculators would move in wherever Amazon decides to place its second headquarters in the USA. Now the proof is right in front of us. The Wall...

Big CEO Calls BS on Market

There’s no hiding from the market when your latest earnings report is released. But sometimes you don’t have to hide. Sometimes business is on the up and the outlook is good. That’s how we can sum up the third quarter result...

Trump’s Silent Pump Priming

There is one advantage to locking yourself out of the house, as yours truly did last week. You get to meet new people. In my case, the locksmith that turned up to let me back in. He was a nice...

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The LEI: A 50 Year Record of Success

And away she goes – one of biggest initial public offerings for the US this year. I’m talking about Tencent Music Entertainment Group. It’s the...