iron ore

In our most recent Asset Allocation Insights update (Quality Time June 9, 2021), we retained a positive stance on commodities but also expected more modest gains from...

Twelve months ago we wrote our second note on Mineral Resources (ASX: MIN) titled Can Mineral Resources be a $40 stock?. Within seven months our question was answered...

We are entering our 4th week (or so) of a quiet/consolidation period for Capital Raisings. We are chugging along at a pace of 4 to 6 share placements per day, with...

At Tectonic we spend our days (and nights) looking for asymmetric investment opportunities - those set-ups where we can make multiples of our invested capital if we...

The Australian dollar fell sharply at the end of last week, but only after it reached 80 cents for the first time since February 2018. Global factors have been...

The Australian-dollar price is now higher than in its heyday of 2011, delivering big wins for investors in highly-leveraged juniors such as Fenix and Strike. And...

Global equities wobbled on Thursday but overall it is looking increasingly as though markets didn’t really need a ‘blue wave’ US election after all. The MSCI World...

Earlier this month the Aussie dollar was rebuffed as it tested 74 cents, a 2 year high. But the past week has produced a genuine correction, with the Aussie falling...

Last week, Market Matters hosted a Resource Round Table to give an overview of the commodity market, and then delve into picks that give exposure to it, big and small....

The US dollar is on track for its first weekly gain since June. The greenback has been undermined by America’s very patchy coronavirus control policies and political...