Morning Briefing 5/7/21
5th July 21
Later today, Prime Minister Boris Johnson is expected to announce England’s roadmap out of lockdown. July 19th is the terminus date, and with that looming on the horizon, we are anticipati...
Read More5th July 21
Later today, Prime Minister Boris Johnson is expected to announce England’s roadmap out of lockdown. July 19th is the terminus date, and with that looming on the horizon, we are anticipati...
Read More2nd July 21
The government is going to be tested on one of its first post Brexit decisions on trade tariffs: The government is being challenged in court by British Sugar PLC over their decision to allow 260...
Read More28th June 21
I first bought Deepverge (LSE:DVRG) in November 2019 around the time of the news release relating to the successful field trial for water monitoring of E. coli. Back then, nobody knew what ...
AIMRead More25th June 21
Base metals and commodities markets are still suffering from the China inflation crackdown story. All throughout the week, there has been more information from the Chinese NRDC. The group is now...
CommoditiesRead More24th June 21
Many readers will be aware that one of the biggest investment themes in the last few months and years has been something called “ESG”. In Europe alone, ESG funds attracted not far of...
FundsRead More18th June 21
This week there is only one place to start, the Fed. The FOMC kept rates unchanged as expected but this was a meeting that gave us fireworks. The markets were taken by surprise by the fact that ...
FXRead More11th June 21
As suggested in the last few weeks commodities comments the Chinese crackdown on commodities prices are playing havoc with base metals. Copper traded lower last week and at the time of writin...
CommoditiesRead More8th June 21
Jubilee Metals (LSE:JLP) presented the market recently with new information in the shape of a 10+ year PGM (platinum group metals) supply agreement, alongside the rights to acquire PGM tailing...
Read More7th June 21
It must be about 28 years now since we were in the same German class, if my memory is correct, and of course we played in the school orchestra in different sections, but other than nods of ackno...
Read More4th June 21
Central bank talk has completely shifted from pandemic stimulus and pandemic recovery and pandemic vaccination rates to tapering. Just this week the U.S. Federal Reserve announced they are selli...
Read More1st June 21
The initial public offering or IPO of a company entering the stock market is often accompanied by enthusiasm and a sense of freshness. As an investor though, IPOs do not feature on my radar. Fro...
Read More28th May 21
This week I will be more light on the macro news and focus more on the price action. That being said, there has been some stories we cannot ignore. Last week we noted that China is looking to...
Read More25th May 21
I have been an investor in Shanta Gold (LSE:SHG) since January 2019 and continue to be as the company takes a three-pronged approach to boosting its future as it progresses focusing strongly o...
Read More24th May 21
Some market users can multitask. For those long-term investors who like variety, they are welcome to adopt one or more of the following to shore up a steady price rise aligning with a fundamenta...
Read More21st May 21
The commodities markets have had an interesting time over the last couple of weeks and there has been a retracement followed by a mild recovery. Copper is still trading around 8% away from th...
Read More20th May 21
One route a long-term investor could take is by slicing a profit into a rising price. Let’s say I bought 30,000 shares at 10p, ignoring commissions, for £3,000. Every 10% up in pr...
Read More17th May 21
Metal Tiger (LSE:MTR) has been roaring up over the last few weeks following an updated tip in an investment magazine, so nothing to do with little old me as I don’t have any pulling powe...
Read More14th May 21
This week in the macro markets U.S. CPI stole the show. This week the consumer price index (CPI) print in the U.S. rose at its fastest pace since 2008. This led the world's indices to wobble and...
Read More13th May 21
I am a big fan of building a holding in multiple small sized tranches . This method means I don’t have to be petty about getting a specific price and I am insensitive to paying multiple c...
Read More12th May 21
There is a saying for long term trends that goes something like this: “90% of the final price move within a trend happens in the last 10% of the trending period” As a long-te...
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