There is much talk about an emerging commodities supercycle and as can be seen below commodities as a broad group has been on a tear this year. As to whether this is the beginning of a multi-year cycle is anyone’s guess – notice I used the word guess because nobody has a cue. We will…
This piece from the lads at MF&Co Asset Management dropped into my inbox this morning. What caught my eye was the notion that BHP was a high dividend yield play kind of stock. To be honest I had never thought of it that way and had only ever traded BHP via ETO’s and with the…
One of the things that is always interesting about financial markets is the role that hyperbole plays in people’s decision making. For example, my LinkedIn page is for some reason littered with people who are obsessed with gold and this is a topic I have touched on before. For many investors, their decisions are based…
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