Archives for July, 2014
As a follow up to my article “So who’s buying the S&P500”, the chart below should give cause for considerable concern. It shows the huge spike in maturing debt that will need to be refinanced over the next few years. Total corporate debt is around USD4 trillion and most of…
Gordon is a stockbroker and principal with Morgans’ Caloundra office. Morgans are sponsors of marketcap.com.au. Contact Gordon here. Equity Investment vs Commodity Investment Gordon often gets asked by clients whether it is better to invest in a commodity rather than a company that produces that commodity. “I get these queries…
Well, the Buy The F**king Dip (“BTFD”) crowd is still active and have recently been joined by the Buy The F**king All Time High crew (“BTFATH”). Now we all know that the Zero Interest Rate Policy and Quantitative Easing have left yield seekers few alternatives and so stocks grind higher.…
Potash I have been doing a little research of late on Laotian potash. It is a very interesting opportunity and worth more investigation. Russian companies produce around half of the world’s 30 million tonnes of annual potash production, followed by Canada with about a quarter of total production. Laos produced…