Commodities

Commodities are a vital part of the Aussie economy. And commodity stocks are heavily represented in the Aussie market, especially at the speculative end. The Rum Rebellion looks at commodities for money making opportunities, and to also show you what commodity prices are saying about global economic growth and the health of the Chinese economy.

When China slows, commodities take a hit. That has an impact on Australia, and flows through to the stock market and interest rate considerations. So we analyse commodities from a ‘holistic’ perspective, as well as highlight the individual opportunities when they arise.

Here Comes the Fear

Is this the start of the fear? The Dow and S&P both plunged nearly 3% overnight. The NASDAQ sank 3.5%. Yesterday, the ASX 200 fell around 2%. It could lose the same again today.

Commodity Markets Say…

Well, you’re probably not surprised to hear that commodities in general are happy recipients of the central bank sponsored global surge in liquidity we’ve seen so far in 2019. 

For Gold, This Time It’s Different

Physical gold is the only safe haven monetary asset that is not debt. That is, it doesn’t come with counterparty risk. When central banks decide it’s normal to create money at will to ‘monetise’ existing…

Iron Ore’s Last Hurrah

China’s ability to keep pumping out big bang stimulus programs is diminishing. It will likely be the last hurrah for Australia’s historic iron ore production and export boom.

The Rum Rebellion