Posts in category: Dawes Points

2017 Year in Review #73

January 3, 2018 | Dawes Points |

Key Points Global economic boom confirmed Global equities surging to new highs for many markets Resource sector commodities performed strongly Copper, Iron Ore and Oil reached strong levels at year end Consumption data indicated more record highs for metals in 2017 Peaking of the bond markets Gold breaks 2011 downtrend and readying for strong 2018 […]

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Gold now ready for stronger 2018 #72

December 22, 2017 | Dawes Points |

Key Points Six year correction in gold almost over Move through US$1300 and higher anticipated in early 2018 Weakness in US bonds suggests further sharp falls ahead Technical internal market strength in gold highlighted ASX Gold Index close to 4900 and heading for 8500 A$ gold price holding near $1700 Australian gold industry really performing […]

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Global Boom Well Underway #69

September 5, 2017 | Dawes Points |

Key Points The Fear Thesis has failed! Global GDP growth all on track for accelerating expansion Commodities are signalling boom times have arrived The Dawes Points Global Economic Boom is well underway Expect 15 years of prosperity Gold now above US$1300 and 6 year downtrend broken Copper exceeding US$3/lb Iron ore on its way to […]

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Diggers and Dealers 2017 Report #68

August 14, 2017 | Dawes Points |

Key Points Gold rally starting on cue Expect ~100% upside in ASX.XGD over next 12 months Australian Gold Industry excelling again Gold production surging Cashflows increasing Dividends rising Exploration success everywhere Mines going deeper Seasonal performance of XGD highlighted Preferred stocksPremier Golds ASX.NST, ASX.EVN, ASX.TBR, ASX.RND, ASX.SAR, ASX.DCN, ASX.WGX, ASX.RRL, ASX.SBM, ASX.RSG, ASX.GOR. Secondary Golds ASX.BLK, […]

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Global Equity Markets Take Off #67

July 18, 2017 | Dawes Points |

Key Points Global equity markets breaking out in global economic boom! US a leader but Germany and India also in vanguard SE Asian markets finally breaking higher Global bond market is US$100tn in long and wrong positions Massive bond sell off to provide ample funds for equities and commodities Economic activity to accelerate everywhere A$ […]

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Gold ready for improvement in Dec Half 2017 #66

July 13, 2017 | Dawes Points |

Key Points Asian demand for gold still determining gold price US$ gold testing 2011 downtrend US Fed Funds Rate Hike is not negative for gold Global bond markets weakening again Block chain cryptocurrency boom is probably leading gold and commodities ASX Gold stocks now very attractive 1 July 2017 Gold Stock Portfolio prepared MPS Senior […]

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Gold – Still looking for a rise from here

May 29, 2017 | Dawes Points |

Key Points US gold price up 10.3% in 2017 to US$1268/oz A$ Gold price back above A$1700. Asian gold demand remaining robust Australian Gold production forecast up 16% to 345t for FY20 MPS Gold Producers Universe 17 stocks FY18 PER 7.1x, FY19 6.6x Universe gold production to rise 15% to 5.2moz (excluding Newcrest) by FY19 […]

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