Brad Potter

Interestingly this week we saw some new information coming out of China where they've stopped Australian imports of coal going into the Dalian port. We've known about the slowdown in processing of coal, particularly Australian coal in a number of other ports, so this new information was interesting and certainly... Show More

Equities
Brad Potter

The market was largely flat for the week. Domain (ASX:DHG) was one stock that actually featured with a very good result that was much better than what the market was expecting, particularly along the EBIT line. The stock had been quite well shorted in the weeks going into the result,... Show More

Brad Potter

Volatility is back in a big way in 2018. A large increase in the VIX is showing an annual level not witnessed since 2007. The sell-off that started in October appears to have been triggered by a number of negative technical forces in the USA coming into effect at the... Show More

Brad Potter

Confession season was eerily quiet leading into reporting season, unlike the noise from the Royal Commission and the incredible events out of Canberra, where another Prime Minister didn’t reach their full term. The global equity backdrop was in a state of flux with the ongoing Trump-induced trade debate/war raging, mixed... Show More

Equities
Alex Cowie

The chaos of reporting season makes a good case against markets being efficient. It will take weeks, if not months, to fully parse the recent data download of many hundreds of reports, and to also process views gleamed from the ensuing company roadshows. Reporting season can thus generate a long... Show More

Brad Potter

As a longtime observer and investor in mining companies, there are a number of key attributes I like them to exhibit. Iluka (ASX:ILU) fortunately displays these attributes in spades, which helps explain why it has outperformed the ASX200 accumulation index by +45% over the past year compared to BHP and... Show More

Brad Potter

My recent visit to China highlighted three key themes: Firstly, the environmental crackdown, including the winter shutdown of dirty industries across the northern cities, will be felt globally. China’s air quality target requires a 50–70% reduction in annual emissions —a journey that may last more than a decade. Secondly, the... Show More

No comments.