Key Points Australian Gold Sector leading global reflation ASX XGD Gold Index pushed through 5000 and breaks 2011 downtrend A$ Gold Price at ~ A$1750 also breaking 2011 downtrend Australian gold production reaching new record in 2018 >310tonnes Australian gold resources rising Exploration and development increasing Gold sector earnings rising A Corporate M&A rush likely […]
Key Points Australian Gold Sector is leading global resources recovery Earnings, gold production and dividends rising Gold Price Volatility very low – but likely to rise again XGD.ASX Volatility also very low – calm before renewed action? Gold price technicals very strong in medium and long term A$ gold price ready to break 7 year […]
The Dawes Points Global Boom™ is now in its fourth year and has been accompanied by robust GDP growth in Asia and US and now Europe and Japan are fully fledged members of this expanding club.
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 […]
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 […]
In this issue: the MPS model portfolio, small resources showing probable 50% gain and robust commodity prices. Read this latest Dawes Points to better understand investing in the resources sector.
In this issue: Commodity prices are rising so small resources stocks have outstanding value. Read this latest Dawes Points to better understand investing in the resources sector.
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$100tn in long and wrong positions Massive bond sell off to provide ample funds for equities and commodities Economic activity to accelerate everywhere A$ […]