The Australian share market entered the new calendar year with gusto and with positive momentum, allowing the S&P/ASX200 index to rise to 4950.70 by January 11 (intra-day high 4955.10), after which a decline followed and pulled the index back to 4505.10 by February 9 (intra-day low 4464.90). [More]

Always tricky to make a prediction on a day when the Australian share market reaches a new five week high (intra-day) and closes higher for the fourth day in a row, but I have a feeling we're on our way to test the levels of early January. [More]

One of the China characteristics from the past few years was that the world's new super-power in manufacturing was exporting deflation across the world, leading to ever lower prices for products "Made in China" and a sheer impossibility for manufacturers elsewhere to compete on a like-for-like basis. [More]

Today I received what I thought was an interesting question from Mark, who's a professional investor working for an asset manager with an international profile in Sydney. [More]

Stockbrokers and market commentators elsewhere have done their best in convincing their clientele and readers that weakness experienced in prices for equities and commodities over the week past is nothing but a buying opportunity. [More]

At the start of last week (day one of my official return from holidays) one hedge fund asked me about my best trading idea. If I had a few hours to make up my mind, and I had to make one trade, which one would it be? [More]

On Friday I returned from four weeks travelling through Zimbabwe and neighbouring countries. [More]

2009 is about to be replaced by 2010 on the calendar and if my personal observations are correct then views about where global economies and share markets are heading in the twelve months that lie ahead have never been as wide and varied as this year. [More]

Economists at Goldman Sachs published a framework to assess economic growth and share market performances throughout the various stages of the economic cycle. [More]

I picked up an interesting observation this week in a report from commodity analysts at Danske Bank (not part of the Super Cycle religion). [More]