Global equities explosion now underway Commodities readying for upsurge Major resources stocks about to fly Major sharp rally ahead for small resources? Is the early 1990s period of the Shanghai Stock Index an analogue? A couple of weeks ago the Dawes Points comments of The Resources Boom Accelerating and the Equities Explosion Coming seemed a little courageous to many […]

Key Points Synchronised global economic upturn in train Resource commodities about to surge Global equities now ready to BLAST higher A$ to rise as US$ safe haven diminishes Australian resources stocks cheapest assets on planet Small caps are 10-20 bagger gifts Well it seems that the human spirit is finally overcoming the adversity of Wall […]

Key Points Global economic expansion on track Major global indices at alltime highs Small caps and New Age technologies leading Resources big cap cyclicals starting to move and catching up Gold sector recovering Expect strong rally to year end New highs in so many markets are not the stuff of economic collapses but rather these […]

The Resources Boom accelerating It doesn’t get better than this! Key Points Sea change underway Expect continuing flow of funds from cash and bonds to equities and commodities Major low in place for gold and gold stocks Iron ore price at US$134/t and heading for new highs Oil has broken 2008 downtrend and heading to […]

Key Points US$ gold rebounds to US$1400/oz V- bottom in for gold stocks Bull market resuming for gold and gold stocks Commodities following gold Change in government in Australia to boost resources stocks ARE YOU ON BOARD!! Contact Paradigm if you are not. bdawes@psec.com.au The past two years have been such an extraordinary time of weak […]

Key Points: Demand for physical gold continues strongly. June End of Financial Year Sale provided great bargains. Gold Index up 32% from low but still down 69% from highs. “V” bottom likely to have been established in June. Seasonal activity likely to give outstanding short term. Well, the irrational End of the World for the […]

Key Points Bond yields bottoming US$ rally failing? Equity markets renewed upswing Gold bull market resuming? Oil prices break 2008 downtrend Outstanding value in resources and resources small caps Believe it or not this graphic is still on track!  Look at the evidence. The past two years have provided some major volatility in most markets […]

Energy Outlook Oil price surges above US$100 breaking 2008 downtrend Oil and gas stocks cheap and ready to rally Global economic expansion continuing with energy demand accelerating Peak Oil issues continuing to emerge Australian onshore exploration boom continuing Four ASX Oil and Gas stocks reviewed The continuing pre-occupation in the Australian share markets with all […]

Get in quick- get 9 years of industry activity free!! Production, reserves, resources and exploration since 2004 all thrown in free. Nothing more to pay.  (Steak knives coming as well!) Gold fundamentals still positive Physical demand for gold still very strong Available gold inventory declining Extreme readings on all momentum and value indicators ASX Gold […]

Key Points Gold stocks 65% off April 2011 highs in End of Financial Year Sell Out A$ Gold price 3% higher than April 2011 Tax loss selling period offers excellent entry point Probable low in place in US$ gold prices Major short covering rally likely New highs still expected by 2016 giving notional 250% Index […]