Posts in category: 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 […]
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, […]
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$100tn in long and wrong positions Massive bond sell off to provide ample funds for equities and commodities Economic activity to accelerate everywhere A$ […]
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 […]
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 […]
In this issue: the sector volatility has created a buying oppertunity. Read this latest Dawes Points to better understand the global forces that drive resources sector investment.
Key Points Global equity markets breaking through major resistance to new all time highs China, India, ASEAN, Africa make up 48% of global GDP and growing US housing starts robust and housing sector stocks making 11 year highs World Feb 17 steel up 4.1% over Feb 16 (+7.8% annualised for 28 days vs 29 in […]
Key Points Australian gold industry output up to 18 year high of 298t. Gold sector balance sheets strong Earnings surging with dividends and payout ratios rising Exploration adding to resources for most companies Resolution of trench warfare in gold price battle coming soon Silver and other `white metals ‘ moving higher Copper price has broken […]
Gold’s next upleg appear s to now be underway and opportunities abound. The inflationary and prices pressures are building for gold and resources commodities, but which stocks should you look at? Read this latest Dawes Points to learn where you should be investing, and why.
Key Points Global economic activity is robust Equity markets making new highs Commodity prices remaining firm Global bond markets have broken down US Banking Sector recovering well after 14 years underperformance Oil price ready for further gains in 2017 Outlook for 2017 is more of the same only better Best stocks are BHP RIO FMG […]