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you raise a good point, my concern is that copper is traditionally a leading indicator of economic activity, but this is based on purchases to be consumed in the not too distant future, once entities of one form or another start accumulating commodities as an 'asset to hold' thats when the futre...

Interesting article in todays Business Speculator, further reinforces my worry that coppers predictiveness as a future indicator of economic growth is being distorted through the accumulation of copper for speculative purposes...

I dont trust Dr Copper anymore as a guage of future economic growth, ever since it became a play thing of hedge funds and 'alternative investments' for superannuation. Copper as an indicator of future demand relies on the premise that it is being bought for future use, not to be held as an...

I am trying to create a strategic game plan. Very difficult in the current environment. Economic news positive: (a) AU$ rises, risk of interest rates increasing, stock market negative Economic news negative: (a) not significant change in AU$ (small trading risk off, but no structural...

How about something that is a low risk play on gold. We all look at the gold price going up, but its in US$, not australian dollars. In australian dollars the rise has been far less spectacular over the last year. In the last year gold has gone up by 35% odd in US$ terms. However the...

Have people been looking at the increase in debt levels during periods of republican and democrat government. One would assume that when the democrates where in power, debt would have risen faster, but it appears not, its under republican government that debt has risen faster.

the fundamental reason why gold is a 'different asset class' with current popularity is because (a) the major alternative asset classes being property and shares are in a secular bear phase (b) the risk free asset class (cash) is being artificially depressed. Its really funny, i find...

In times past maybe, but not in the current environment. In the current environment, gold is purchased because of the sustainability of its pricing trend, pure and simple. There are plenty of positions in gold that dont give two flying ****** about the logic in holding gold. If the major...

The USA has been in this situation before, was it after WWII, i cant remember the exact timing, but google some long term graph, i'm sure its there. In regards to off balance sheet liabilities, there is alot of scaremongering about this as well, i cant remember the details, but some of these...

i have alot more confidence in the US than i have in Europe (with the exception of Germainy, i missed this opportunity, but investing in German shares would have been a great strategic opportunity). As the US economy recovers expect to see tax revenue increase significantly. However i do...

or alternatively develop a two stage investment process into international markets. Step (a) AU$ rises, convert AUD, into US$ cash. Step (b) wait for correction in US equity markets and then deploy the funds into US quality stocks. And repeat. This strategy is working out well for me...