We have talked many times before on here about Green Energy, the trend to investing in renewables and how that ties in with important changes in how investments are made and structured, such as the impact of ESG. What we have always found is that there is a great deal of ‘spin’.
Retirees search for dividends, enduring low returns while risking running our of money. Managing withdrawals can extend and grow retirement savings.
China and inflation news headlines sent markets lower in September. Seasonality changes for the better in October.
The US outlined extensive ‘Clean Energy’ priorities that will create a magnitude of change in demand for metals and rare earth minerals, such as cobalt, lithium, copper, zinc, molybdenum, etc. China is a main supplier of many of these elements key in electricity production from wind and solar power. Politics and transport issues can create Read more ➝
Gas Futures hit record prices – €79 Mw/h on 15th Sep on October price – that’s up 250% since January – and expectations are that it “may hit three figures”. Its all a bit of a mystery and not a small dose of geopolitics but more importantly how can investors play this scenario?
After visiting the Money Show annual conference in Las Vegas, we review Bloomberg’s ‘Hot ETFs’ list – ETFs likely to grab investors attention through the rest of 2021. Then we turn to Europe to look how natural gas prices have soared this year, putting pressure on European households headed into the winter months. Back in Read more ➝
Lithium prices are set to rise over the next decade. We have previously discussed Albemarle (ALB) and Sociedad Química y Minera (SQM) as main beneficiaries of this trend. We review these again during this week’s Live Facebook chat. Other metals, like iron ore and palladium look to have peaked recently after strong runs. Chinese PMI Read more ➝
As the US and many other countries discuss raising individual income taxes, private placement life insurance comes again into focus. Its always been a mechanism to legally hide investments from taxes, but now it is receiving a renewed interest from even less wealthy individuals. A bullish fund manager feels a return to normalcy will send Read more ➝
Powell stays dovish, GS likes biotech, and Evergrande blows up.
Chinese stocks have been pounded lately as Xi puts pressure on companies to provide funding for socially beneficial projects. Arm twisting seems at play, as wealthy businessmen kowtow to politicians. Emerging markets face inflation as natural disasters, COVID and supply chain issues fuel shortages. Dividend ETFs always generate attention. We compare $DVY to owning the Read more ➝
It is almost inescapable to read any financial journal these days and not be confronted by the word “inflation”.
If we separate the underlying catalysts for current rise in CPI, we can determine that this is possibly a result of the economy reopening and nothing more sustained nor substantial.