• Featured
  • Australasia
  • The Americas
  • Europe
  • Africa
  • Market
  • Precious Metals
  • Resources
  • Currencies
  • Real Estate
  • The Bonner Diaries

All Posts Tagged With: "rio tinto"

post thumbnail

Natural Gas: The Big Transition in Energy

Today we look at why energy is becoming a flash point in Europe and how natural gas is taking centre stage. First, though, we’d like to announce a changing of the guard in the leadership of the resources market.

February 6th, 2012 | Dan Denning | 1 comment | Continued
post thumbnail

The China Effect on the Australian Economy

Note to the market: The Eurozone crisis hasn’t gone anywhere. The US and Iran are facing off in the Straits of Hormuz, the world’s most important oil supply route. And China’s economic slowdown has only just got underway.

January 5th, 2012 | Greg Canavan | 1 comment | Continued
post thumbnail

Why is 5,000 a Key Psychological Level?

By the way, is that phrase “key psychological levels” just a load of horse pucky used by analysts and commentators to try and explain things they don’t understand?

April 8th, 2010 | Dan Denning | 2 comments | Continued
post thumbnail

Proposed China Boycott of Aussie Iron Ore Majors

But we asked him via email if the proposed boycott of the Aussie iron ore majors (BHP and Rio) by the China Iron and Steel Association (CISA) was having effect on the smaller iron ore stocks he’s recommended. Incidentally, we wouldn’t expect the move to stick.

April 7th, 2010 | Dan Denning | 3 comments | Continued
post thumbnail

If People Feel Good About the Economy then the Economy Must Be Good Itself

Stock markets are fixing to make their highest highs since September of 2008. The Dow nearly closed at a post-Lehman high of 11,000 overnight in New York trading. And here in Australia, the ASX/200 looks to break out of a long channel of indecisiveness and close above 5,000.

Surely those numbers indicate that people feel good about the economy.

April 6th, 2010 | Dan Denning | 3 comments | Continued
post thumbnail

Merger and Acquisition Activity in Coal, Iron Ore and Gold

That brings us to the merger and acquisition activity in Australia. You may have seen that gold producer Lihir received a $9.2 billion takeover offer from Newcrest over night. Lihir says the offer undervalues the company’s assets. But whether it does or doesn’t, does the bid remind you at all of the BHP and Rio Tinto shenanigans a few years ago?

April 1st, 2010 | Dan Denning | 2 comments | Continued
post thumbnail

Your Garden Variety Global Financial Crisis or Something Wilder?

But first, why are companies hoarding cash? Bloomberg reports that companies in the S&P 500 have increased their cash holdings to an aggregate US$1.18 trillion dollars. The big blue chip multinationals have cut spending, frozen new hires (not literally), and generally kept cautious until more details emerge about the economic landscape.

February 12th, 2010 | Dan Denning | 121 comments | Continued
post thumbnail

Property Sector Has Seen the Value of its Assets Wiped Out

The “wipeout” in the sector was especially bad news for Babcock & Brown, Rubicon Asset Management, and Record Funds Management. These heavily leveraged firms didn’t survive the steep rise in global borrowing costs. It didn’t help that asset values began tumbling when the leveraged dried up.

August 17th, 2009 | Dan Denning | 1 comment | Continued
post thumbnail

Buying and Holding a Bad Strategy if Bank Earnings Remain Unpredictable

If we’re right, households have just begun reducing their debt loads. It will take years for the leverage in the system to be wound down. See Bill’s comments about that below. If you’re buying bank stocks you’re assuming credit and debt growth will resume once this recession is over. That’s a big assumption. And probably stupid.

August 12th, 2009 | Dan Denning | 4 comments | Continued
post thumbnail

Global Credit Shortage is Over According to European Central Bank

That all sounds like common sense. So why are so few policy makers using their head? The people who hope the global economy can be revived through a resumption of credit growth seem to forget that it was massive credit growth that created the problem (massive global imbalances, huge debt levels, and mal-investments) in the first place.

July 23rd, 2009 | Dan Denning | 2 comments | Continued
post thumbnail

Australia Presents Investors With Great Portfolio of Energy Choices

The uranium spot price is coming off a low after a big correction. But as we’ve covered in Diggers and Drillers, the demand for nuclear fuel from global utilities is on the rise. Australia – with over 30% of the world’s proven uranium reserves – is in the pole position (side by side with Kazakhstan, arguably) to provide the world with what it needs.

July 21st, 2009 | Dan Denning | 1 comment | Continued
post thumbnail

Meredith Whitney and the Buy Recommendation on Goldman Sachs

Hold that thought. Her recommendation preceded Goldman’s actual announcement on Tuesday that second quarter net earnings were up 65% to $3.44 billion. The company, like Wall Street’s very own chosen-one-boy-wizard, has once again waved its magic wand and produced something remarkable. So let’s remark on it…

July 15th, 2009 | Dan Denning | 3 comments | Continued
post thumbnail

Can China Change the Rules of Global Capitalism?

For example, it appears China is beginning to throw its considerable economic weight around. It’s doing so in a tentative, experimental manner, not sure if it will offend but not seeming to care all that much. And why should it? The world is perfectly happy to do business with the largest emerging market of the next fifty years. Other issues-human rights, the environment, and the Rule of Law-are secondary.

July 13th, 2009 | Dan Denning | 5 comments | Continued
post thumbnail

Mortgage Bubble and More at Stake Between Australia and China

Two other items of note in yesterday’s housing numbers. The First Home Buyer’s consolidated their position as the most important group propping up Australian house prices. First home buyers increased their percentage of total owner-occupied mortgage demand from 28.6% in April to 29.5% in May. Nearly a third of all demand for new mortgages is coming from new buyers sucked in by the grant. Hmmn.

July 9th, 2009 | Dan Denning | 5 comments | Continued
post thumbnail

Were Chinalco’s Intentions With Rio Always Honourable?

By the way, no one should assume that Australia will always have China to fall back on, whether it is for capital in a pinch, or long-term resource demand. China’s apparent economic recovery is “mild” and “unstable” according to a study…

June 9th, 2009 | Dan Denning | 6 comments | Continued
Older Entries
Subscribe to the Daily Reckoning

  • Why Should I Sign Up?   We Value Your Privacy
  • Master trader predicts next move for ASX...

    Latest Slipstream Trader Video Market Update Just In... watch for free below.


    One viewer said these prediction videos were “scarily accurate”... another said Murray Dawes was “well on the money”... To find out where the Slipstream Trader thinks the market is headed next, and what that could mean for your investments, click below now to watch his latest video update...

    8th February 2012 - Market Update

    It’s one thing to have a view on where the market is headed next... It’s another to have specific stock trading recommendations emailed to your inbox.

    To take a 90-day, no obligation trial of Slipstream Trader, click here
  • Search

    The Markets

    All Ordinaries4322.600  chart-34.500
    S&p/asx 2004245.300  chart-37.600
    China Shanghai Co2351.981  chart+2.392
    Gold Sep 110.00  chart0.00
    Clj11.nym0.00  chartN/A
    Nikkei 2258947.17  chart-55.07
    Indu0.00  chartN/A
    S&P 5001342.64  chart-9.31
    Ftse 1005852.39  chart-43.08
    2012-02-10 00:50

    Most Comments

    • Australian House Prices Are Severely and Seriously Unaffordable (312)
    • Majority of Australians Believe House Prices Will Rise in Next Twelve Months (293)
    • Gas is the New Oil (256)
    • A Date for an Aussie House Price Collapse (251)
    • How to Profit From the Path of Progress (230)

    Archives

  • Headline Archive

  • Slipstream Trader

    Thousands now trade the markets who never thought they could...

    Breakthrough in trading techniques helps regular investors:

    • Determine how much to risk in a trade
    • Lock in profits while the position is still open...
    • Exit a losing position before a share tanks...

    If you thought trading was too complicated, prepare to be surprised... click here
  • Australian Wealth Gameplan

    "A rapid contagion is spreading.
    Even if you think you are relatively safe, this is a new, permanent risk. It will be with us for the next decade, or even two”.

    - Edward Morse, Veteran oil trader

    Right now a ‘paradigm shift’ is taking place that could present you with the single biggest investment opportunity of your lifetime.

    It also represents risks to your portfolio that could surpass those of the Global Financial Crisis fallout.

    Get full details in this just-completed presentation. (turn on your speakers)
  • Diggers & Drillers

    “Why a mining executive told me to F*** Off
    in front of a whole room of investors”
    Dr. Alex Cowie doesn’t have the most popular of jobs. At least – not inside the mining industry. For his readers, it’s another matter entirely.

    As Laurence says: “I have never bought a stock and got a 100% return before … thanks for providing the information for me to have that experience – and all within two months too!”

    Right now Alex has unearthed six “must buy” resource stocks for the year ahead. His method for finding them might annoy a few people in the industry… but it could help make a lot of money in 2012 too.

    Find out why, right here

  • Home
  • Newsletters
  • About
  • Subscribe
  • Columnists
  • Contact Us
  • RSS

All content is © 2005 - 2011 Port Phillip Publishing Pty Ltd All Rights Reserved

We encourage you to republish our material, all we ask is that you provide a working text link back to the original article on this site.
Port Phillip Publishing Pty Ltd holds an Australian Financial Services License: 323 988. ACN: 117 765 009 ABN: 33 117 765 009
email: dr@dailyreckoning.com.au Tel: 1300 667 481 Fax: (03) 9558 2219
Port Phillip Publishing Attn: The Daily Reckoning PO Box 899 Braeside VIC 3195

Terms and Conditions | Privacy Policy | Financial Services Guide

SEO Powered by Platinum SEO from Techblissonline