iStock1396297414
February 22nd, 2024

Production cuts starting to drive lithium recovery, not so for nickel, but copper heating up

The nickel industry train wreck dominated news flow this week, with worse to come if/when BHP mothballs its WA nickel business, but in the background lithium stocks started what could be a significant recovery, gold rose, and zinc earned a rare headline.

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On the Brake
February 15th, 2024

Talk of delayed interest rate cuts and BHP’s nickel woes put brakes on bullish market

A late recovery on financial markets failed to claw back all the damage done by bad news earlier this week, led by bankers once again raining on the parade.

By Tim Treadgold.

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Mergers  Acquisitions
February 8th, 2024

Resources sector tipped to be hit by M&A flood

The start of what could be a busy year for mergers and acquisitions (M&A) got off to a shaky start this week with one deal landed and another big one which got away.

By Tim Treadgold.

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MergersAcquisitions
February 1st, 2024

Resources sector tipped to be hit by M&A flood

The start of what could be a busy year for mergers and acquisitions (M&A) got off to a shaky start this week with one deal landed and another big one which got away.

By Tim Treadgold.

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Press Pause
February 1st, 2024

Powell hits pause on rate cut but market up-trend is a friend

Two steps forward. One step back. That’s the story of financial markets this week as an underlying recovery was derailed by a warning from U.S. central bank boss, Jay Powell, that investors waiting for interest rates to fall should “be patient”.

By Tim Treadgold.

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Bad Weather
January 24th, 2024

Stocks bounce off lows amid signs storm may be passing

The battery metals crisis is dominating financial-media headlines for good reason, but the correction which has swept through lithium and nickel stocks has masked encouraging signs elsewhere.

By Tim Treadgold. 

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GlobalMarket_2
January 18th, 2024

Value emerging as brokers talk of an over-sold market

Economic uncertainty, especially the prospect of rising, rather than falling, interest rates, returned to haunt stock markets this week, but with the sell-off have come opportunities which top investment banks have been quick to spot.

By Tim Treadgold.

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Coffee  Stocks
January 11th, 2024

Market wakes up tired after Christmas rally but hints of recovery start to emerge

One step forward, one step back, that’s how the stock market has felt since the start of the year with no better example than a comparison of two lithium stocks, Kali the winner, and Core, the loser. One up. One down.

By Tim Treadgold.

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EnergyMarket
December 20th, 2023

Surging energy use, including AI, driving Rinehart & Co’s huge lithium appetite

Lithium stormed back to investment prominence this week, not because the price of the metal rose, but solely because billionaires are buying.

By Tim Treadgold.

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Sea Change
December 14th, 2023

Sea change for investors as rates peak

The investment game changed this week when the U.S. central bank gave the clearest indication yet that interest rates have peaked and a falling cycle will soon start, with gold first to react as it moved back above US$2000 an ounce.

By Tim Treadgold.

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Train Tracks
December 7th, 2023

Santa rally takes a break but recovery remains on track

The Santa rally paused towards the end of the week as investors assessed the speed at which the recovery is moving, with the most telling comment from a Goldman Sachs analyst who said: “there are no bears left”.

By Tim Treadgold.

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ChristmasInvestor
November 30th, 2023

Festive cheer replaces inflation fear amid growing talk of rate cuts in ‘24

The economic recovery, which is laying the foundations for 2024 to be a bumper year for investors, became a little clearer this week as U.S. growth accelerated, inflation fell in Australia and the OECD said Australian interest rates have peaked.

By Tim Treadgold.

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Global Markets 3
November 23rd, 2023

Uranium, iron ore lead surge in metal prices, paving way for equities to follow

Uranium set the pace in a strong week for commodities, hitting a 15-year high of US$80.25 a pound, with gold and iron ore not far behind, as reminders of last week’s suggestion in this column that financial markets have reached an inflection point ahead of a strong New Year.

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Global Markets 2
November 16th, 2023

Markets bounce as traders bet on rates peak

It’s a bold prediction but this might be the week when financial markets passed an inflection point as positive news, such as peaking U.S. interest rates, overpowered negative events, laying the foundation for a strong recovery next year.

By Tim Treadgold.

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Global Markets 2
November 9th, 2023

China delivers sweet and sour news with hopes for end to trade spat amid more poor economic data

It’s not Christmas yet but there were hints this week of early presents for investors, including a dramatic improvement in Australia’s relationship with China, and signs that interest rates are peaking, or have peaked.

By Tim Treadgold.

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Global Market 3
November 2nd, 2023

Billionaire buyers drive lithium explorers higher as gold falls

Billionaires played another round of lithium asset acquisition as the Australian stock market rebounded this week but next week it will all eyes on the Melbourne Cup and the odds-on favourite, Rising Rates.

By Tim Treadgold.

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Batteries
October 26th, 2023

Battery metals put a spark in a flat week

Fear of another interest rate increase after a higher-than-expected inflation reading was a dampener on the Australian stock market this week, though the battery metals duo of graphite and lithium provided a much-needed spark.

By Tim Treadgold.

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Global Markets 2
October 19th, 2023

Hints of China revival provide partial relief to symptoms of war and rising bond yields

It’s been said before, but Christmas really can’t come fast enough for investors after the latest roller-coaster ride this week caused by war in Gaza, a pointless referendum in Australia, the U.S. 10-year bond yield approaching 5% -- and a hint of better news from China.

By Tim Treadgold

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iStock981043844
October 12th, 2023

Investors focus on dipping US bond yields rather than Middle East war … for now

By Tim Treadgold| Investors shrugged off the first week of the latest war in the Middle East but it might be wise to look ahead for future effects on three key wartime commodities, gold, oil and copper, which could all surge higher as the fighting continues.

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iStock1373246829min
October 5th, 2023

Flashes of green in a red October as sell-off begins to tempt bargain-hunters back to the table

By Tim Treadgold | Markets suffered a bad case of financial flashbacks this week as the reality of interest rates staying higher for longer rocked investor confidence, leaving unanswered a tricky question: is it time to go bargain-hunting?

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Upcoming Events

17th February 2022
Investor Webinar: Gateway Mining
Gateway Mining (ASX: GML) Managing Director Mark Cossom will discuss recennt highlights from the Company's Gedgee Gold Project in Western Australia and its exploration strategy for 2022.