Tag Archives: resources

First gold, then COPPER in market rebound for resource stocks.

Posted on February 19, 2020 by Mal Spooner

Perhaps the (quiet) rally in gold has been telling us something. Commodity prices typically rise with inflation, and it shouldn’t be a surprise that they tend to be leading indicator – since actual real-time demand tends to occur before the … Continue reading →

Posted in GOLD & COMMODITIES, Random Thoughts | Tagged commodities, copper, gold, markets, maverickinvestors, resources, sectors, spooner, technology | Leave a comment

Markets & September Heebeejeebies – Hide or Ride?

Posted on August 23, 2013 by Mal Spooner

What’s an investor to do when everything expected has already come to pass, and it’s time to strategize for the future – but the potential September/October abyss is in the way? Having warned myself months ago about the coming rout … Continue reading →

Posted in Random Thoughts | Tagged banks, bonds, brent, C$, canada, china, currency, economy, EIA, exchange, interest, interest-sensitive, mal, malvin, markets, materials, maverick, maverickinvestors.com, moody's, october, october '87 crash, oil, petroleum, rate, rates, ratings, resources, s&p, S&P 500, S&P/TSX, september, spooner, stocks, suncor, TSX, U.S.$, US$, yields | 1 Comment

China will be the next big surprise!

Posted on June 10, 2013 by Mal Spooner

China was all the rage for a short while, but despite chugging along at a premium growth rate to the rest of the world, investors have pretty much focussed on other markets – the U.S. of course but Japan as well of … Continue reading →

Posted in Random Thoughts | Tagged 500, america, bonds, boom, china, commodities, composite, corporate, crisis, dividends, economies, economy, energy, europe, exports, fertilizer, financial, funds, GDP, global, hedge, industrial, inflation, institutional, investing, investors, Japan, mal, malvin, markets, maverick, maverickinvestors.com, mining, monetary, north, production, profitability, resources, retail, s&p, sales, shanghai, spooner, steel, stimulus, stock, strategists, surprises, U.S.$, US$ | 6 Comments

Global resources boom imminent!

Posted on March 24, 2013 by Mal Spooner

“The global demand for resources is beginning to improve, the Far East is growing again, and over the past years, commodity prices are heading in the right direction – as is to be expected at the start of a global … Continue reading →

Posted in Random Thoughts | Tagged aluminum, assets, banks, boom, budget, capital, cash, commercial, copper, corporate, crude, deficit, demand, difficulties, earnings, economic, economy, effect, energy, europe's, financial, funds, futures, global, gold, interest, inventories, inventory, invest, investment, investor, lead, LME, mal, malvin, margin, maverick, maverickinvestors.com, metals, minerals, multiplier, oil, QE, raw materials, resources, shanghai, spooner, stock, stocks, warehouses, zinc | 6 Comments

Why the price of gold skyrocketed and why it’s over!

Posted on January 8, 2013 by Mal Spooner

Everyone is fascinated by the yellow metal. I’ve been to exploration sites as far north as Nunavut (by the Arctic Ocean) and south to operating mines in Chile. But determining what it’s worth remains a conundrum to all of us. The price … Continue reading →

Posted in Random Thoughts | Tagged bonds, bullion, credit, demand, expectations, fund, funds, gold, government, history, inflation, interest, investors, liqidity, malvin, malvinspooner, markets, maverick, maverickinvestors.com, monetary, money, mutual, policy, price, rally, rates, resources, spooner, treasuries, US$ | 11 Comments

Hiring…..? Go for the older guys! Part deux.

Posted on June 21, 2012 by Mal Spooner

In an earlier but extremely popular posting entitled –Hiring Portfolio Managers? Go for the older guys! – I hinted that age discrimination, at least when it comes to the investment industry is a bad idea, even if it is endemic. I have no supporting … Continue reading →

Posted in Random Thoughts | Tagged age, alpha, assets, Bear, bonds, buy, career, cash, client, committees, consulting, CPP, discrimination, experience, finance, fundamental, guidebook, guidelines, hiring, human, investment, investors, mal, malvin, management, managers, markets, maverick, modelling, money, panic, policy, portfolio, predict, professionals, quantitative, resources, risk, sell, spooner, statements, style, wealth | 2 Comments

How I predicted the decline in GOLD price!

Posted on May 16, 2012 by Mal Spooner

The gold price has declined from the roughly $1750 level back in February to less than $1550 (more than 10% in 3 months). It could be a screaming buy, but I’d discourage anyone from jumping in at this juncture. What … Continue reading →

Posted in Random Thoughts | Tagged bullion, commodity, copper, demand, europe, forecast, gold, Greece, higher, interest, investors, lag, mal, malvin, markets, maverick, maverickinvestors.com, metals, oil, overvalued, precious, prediction, price, rates, rebound, resources, rock, selling, silver, spooner, stocks, supply, undervalued, volatile | 2 Comments

Cyclicals Surprise Attack?

Posted on January 12, 2012 by Mal Spooner

Earlier in the month, Alcoa was featured as the ‘second worse performing Dow stock in 2011.’ It was almost universally (in research reports by analysts and the press) expected that the financial results would be terrible, as evidenced by this … Continue reading →

Posted in Random Thoughts | Tagged alcoa, aluminum, analysts, Barron's, base, basic, confidence, consumer, cuts, cyclicals, Dow, earnings, economy, expectations, Index, industry, investment, investors, ISM, mal, margins, markets, maverick, metals, momentum, prices, production, railroads, resources, rock, spooner, stocks, supply | Leave a comment

Short Gold, go LONG Currencies?

Posted on November 18, 2011 by Mal Spooner

Central banks stockpiling bullion? Based on their historically really bad timing, looks like the price of gold has more room to move……DOWN! “The Central Bank Gold Agreement (also known as the Washington Agreement on Gold) was announced on September 26, … Continue reading →

Posted in Random Thoughts | Tagged agreement, america, bank, banks, brazil, bullion, buying, central, china, currencies, currency, debt, destabilizing, diversify, diversifying, euro, europe, gold, India, investors, mal, malvin, maverick, metals, precious, price, resources, selling, south, spooner, stockpiles, world gold council | Leave a comment

Time to buy resource stocks again?

Posted on August 16, 2011 by Mal Spooner

Resources to start Rockin’ Again? I think so. A year or two before the resources fund I launched (long gone now) would start a steady climb towards the #1 spot in those performance charts, the mood was just like it … Continue reading →

Posted in Random Thoughts | Tagged bank, china, coal, commodities, company, copper, debt, dividend, economy, europe, expectations, global, gold, growth, guidebook, industrial, insurance, investors, mal, malvin, maverick, nickel, production, resources, sector, spooner, stocks, teck, U.S.$, US$, yield | Leave a comment

Tag Archives: resources

First gold, then COPPER in market rebound for resource stocks.

Markets & September Heebeejeebies – Hide or Ride?

China will be the next big surprise!

Global resources boom imminent!

Why the price of gold skyrocketed and why it’s over!

Hiring…..? Go for the older guys! Part deux.

How I predicted the decline in GOLD price!

Cyclicals Surprise Attack?

Short Gold, go LONG Currencies?

Time to buy resource stocks again?

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