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High debt levels and inflation create difficulties for investors in 2022. ‘Financial Repression’ could become a household phrase. Inflationary pressures will put certain sectors in the spotlight. We watch oil and gas exploration and production, consumer staples and real estate as places for outperformance. A quick look the Russian ETF (RSX) reveals its need to …

Friday Investment Talk: Macroeconomics, Financial Repression in 2022 Read More »

Big red flags waving around a recent SPAC company that could set a precedent for future companies going public. Expect more than just fines.
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Markets sold off on the day after Thanksgiving in the US. What is typically a bullish period for the markets proved an undoing. The markets had their worst day of the year in 2021 and the worst Black Friday since 1931. Turkey is suffering an economic meltdown that is spreading to civic unrest. The lira …

Friday Investment Talk: Black Friday and Turkey Read More »

The Castlestone Next Generation Fund uses many of the advances in technology. We tell about a fascinating update and fabulous insight into the opportunities in technology stocks of the fund.
Certain factors play a large role in exchanges and brokerage profitability. COIN earnings expose those factors and also provide insight on the positive trend in cryptocurrency adoption.
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COP26 hits Glasgow ushering in a chance for governments to change corporate rules on environmental policies. Accounting standards are one area of focus. Main issues include reducing emissions (adoption of EVs and reduction of coal industries), deforestation, diet change, and new tech for emerging markets. Clean Energy Tech ETF (ICLN) looks interesting as US small …

Friday Investment Talk: Glasgow Goes Green, China’s Value and Small Caps Breakout Read More »

China turns around, Brazil swoons, Crypto ETFs launch - all as November rolls in and starts off the bullish season
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 …

Friday Investment Talk: Clean Energy Minerals, Cryptos, Market Pullback Read More »

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