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Russia Eyes Australia

There is a massive global imbalance between those nations running trade surpluses and those running trade deficits. Trade balances feed into current account balances which stand alongside national bud...


It's a bubble! (But not one you think)

It's A Bubble! (But Not The One You Think) Mention the term "investment bubble" and investors mind wanders off to the Nasdaq pre-March 2000, the Tulip-mania in the Netherlands hundreds of years ago...


Uranium causing a reaction

This is one of the great charts. If ever anyone asks you “What does it mean when a price has gone parabolic?” just show them this ten-year chart of spot uranium: One could posit a view that...


Too Bullish Is A Warning

I agree with most market commentators, analysts and strategists: November's correction is unlikely going to kill off the positive undertone for risk assets, but it does provide investors with an excel...


Options Action Fuels Volatility In Precious Metals

In the first fortnight of November, spot gold has traded (all prices in US$/oz) from 1339 to 1424 and back to 1360. Silver has traded from 24.50 to 29.00 and back to 25.50. Since the July lows, gold h...


What Chance A BHP Buyback?

Oh Canada. While sovereign takeover rejections should come as no surprise to Australians who've had to deal with a few now, it did come as some surprise to analysts that the Canadian government has q...


CBA Applies Parity Forecast For The Aussie

By Greg Peel One might be forgiven for being confused to learn that the Aussie dollar has entered a period of quite low volatility. It seemed for a while there this week we were leaping another US ce...


Is GLNG A Fizzer For Santos?

  The story so far: The world is awash with gas. From the mighty Qatari gas fields to India and Latin America, to America's burgeoning shale gas industry and the massive projects in Australia's Car...


Valuation Does Count

This story was originally published on Wednesday, September 8, 2010. It has now been re-published to make it available to non-paying members at FNArena and readers elsewhere. By Rudi Filapek-Vandyck,...


The Hindenburg Omen, Scary But Unconfirmed

Ultimately, it is the dream of all market analysts: discovering that one indicator that always applies and never fails. Alas, daily reality is a bit different; a lot different, really. At best certain...


Has BHP Gone Mad?

On the television news last night there was a typically ill-informed tone around the report that BHP Billiton ((BHP)) had just made a takeover offer for Potash Corp of Saskatchewan. Why, asked the rep...


Rio Tinto Interim Lifts Broker Expectations

Market expectations are for earnings forecasts to fall through the current Australian profit reporting season but Rio Tinto ((RIO)) has bucked that trend by reporting a better than expected interim re...


Australia - The Underperformer

This story was originally published on Wednesday, July 28, 2010. It has now been re-published to make it available to non-paying members at FNArena and to readers elsewhere. I must have read someth...


The reaon why Wall Street is Volatile

Last night one might have expected the Dow Jones Industrial Average not to move too significantly ahead of tonight's US GDP release. As it was, the Dow closed down only 30 points. But prior to the clo...


Why China's Property Market Should Not Be A Concern

Question: Why would no Australian political party of any stripe ever propose a tax on the sale of the family home? Answer: Because it would be electoral suicide. Indeed, governments and oppositions...


A Guide To The Australian Reporting Season

In the US, listed companies report their earnings results officially on a quarterly basis, with the great concentration being around the natural quarters of March, June, September and December. The Ju...