Bulls N' Bears (Commercial Content)

Good morning. Global markets rallied last night as the USD continues to get “crunched” on the back of stronger corporate earnings and better-than-expected Chinese data. To add “fuel to the fire”, analysts are pushing back their interest rate revisions and we don’t see interest rates rising in the US or the rest of the world for the next six months…. Big call? Sure…….

Good Morning, a “fight back” in crude oil and a great report from Walt Disney, saw the Dow Jones close +106 points. So we should have a good day, right?  More than 90 companies are scheduled to report results this week, including Goldman Sachs Group, Starbucks and American Express. Analysts are projecting a 9.5 per cent decline in first-quarter profit, compared with forecasts for almost flat growth at the start of the year. .. 

Neometals have signed a global license to deploy the technology they plan to use at the goliath Barrambie Titanium Project in W.A. Neometals says their proprietary process has the potential to bring the cost at Barrambie to produce a tonne of titanium dioxide down to around US$572 per tonne from a more traditional industry standard price of up to US$2300 per tonne. 

The greed index is showing that at 70, investors are starting to feeling “good” about the prospects of the economy… should they be?Retail sales were poor last month (-0.3%), unemployment is still high at 5.7% and the government may even call an early election? Where is theCertainty? A big week ahead in US earnings will provide clarity…

Good Morning, happy Friday…. This week has gone fast, right? We have seen crude oil break through $40/barrel (the DOHA meeting this weekend is strongly in focus on whether Russia and Saudi Arabia will cut production)…If they cut production, we see upside to $60/barrel as demand starts to pickup on the back of weaker inventories.  So this weekend’s meeting is crucial…

Red Mountain Mining's strategic funding partner for their Batangas Gold project in the Philippines, Bluebird Merchant Ventures, has listed in London after raising GBP1.675m. AUD$1.7m of that money will now flow to Red Mountain Mining to complete the DFS at Batangas, achieve final permiting for the project and to drill out some high grade gold targets.

Good morning, global stocks rallied as JP Morgan “smashed” expectations… Citigroup rallied more than 6%.... Dow Jones +187 points… here we go….. "While JPMorgan had a tough quarter, they still beat estimates. If earnings come in better than expected - with expectations so low - if we have even a decent beat, you may see us break out." Banks have been heavily shorted over the past several months, however, it appears that a lot of the bad news is largely factored in and we expect some buying momentum to build……..

An ill-considered, ill-advised and poorly executed plan to replace the Directors of Drake Resources failed to even secure the votes of the people that proposed it this week. A motion to roll the Drake board garnered just 3,333,666 out of the 432,477,198 votes cast. Neither the proponents or the proposed new directors attended the meeting to argue their case. 

Dairy industry upstart and carbon plantation manger Alterra have wasted no time in clearing the decks of all debt after the sale of their NZ forestry assets for approximately $3.2m. With $2.4m in cash and equivalents and $2.8m in annual forrestly income, the company is now well placed to pursue its intriguing new "System 5" dairy farming method.

Good Morning, global stocks closed higher (Dow Jones +165 points), following better than expected US earnings and crude oil above $42/barrel on “speculation” that Saudi Arabia and Russia reached a consensus on an oil freeze during talks on Tuesday. Energy producers led the rally…. In Oz, Bellamy’s, Blackmores, A2 Milk & Bega Cheese are in “crisis talks” with Chinese authorities on a suggested 11.9% tax on products bought on ecommerce websites… Here we go….

Market darling Blackham Resources has again produced a solid set of drill numbers at Wiluna in the same week that much heralded Geologist Bruce Kendall was appointed Chief Geologist. Mr Kendall added a million ounces to the Stockman VMS project, a million ounces to the Sunrise Dam Gold mine and was named Prospector of the Year by AMEC in 2012. 

Good Morning, so… the entire Geelong city council will be “kicked out” today out of parliament for “failure to deliver”… If you turned up to work every morning with purple hair and sunglasses, your boss may not be too happy, right? Image is important and you certainly don’t see an ASX listed director coming to work looking like this… Maybe they should, boosting their stock prices for once?

As we approach May, a lot of questions are being asked on whether global central bank intervention is actually, effective….

Good Morning, happy Friday….Well, once again, it hasn’t been a great week on markets… US stocks “sank” (Dow Jones -177 points) amid uncertainty that recent policy intervention from global central banks is doing nothing to drive growth… Well… This is a worry, right? What should I be doing right about now?

Good morning. So Malcolm tells the banks to “get their act together”, but the question is, will they listen? Weakening credit growth, flat earnings and a huge exposure to the mining services and energy sectors, won’t help the bad and doubtful debt cycle… but is this a turning point? Should investors be buying the banks right now? Not just yet….

ATM machine upstart Stargroup say they are now paying off the capital invested in each ATM machine in just 15 months due to massive increases in revenues and solid average transactions per machine. The company says it smashed its previous best quarterly ATM revenue record last quarter by a whopping 65% to post its 9th consecutive record quarter. 

Good morning. We are calling a top in the US market short-term as global growth falters… tighten your stops, lock profits and even take some short positons… the JPY is strengthening.. gold is strengthening,.. IMF has called for weak growth… we see downside risk short-term, especially as we head into May… not the best of news on this Wednesday morning…

ASX listed Alterra, formally known as Carbon Conscious, is now debt free and have an additional $2m in cash to pursue new opportunities after settling the sale of their New Zealand forestry plantations for AUD$3.2m. The company is now looking to expand its agri-business by bringing a new concept of dairy farming known as “System 5” to W.A.

Good Morning, today is D-Day…No, we’re not talking about Terminator 2….We are talking about our good old friend, Glenn Stevens and whether like Yellen, he listens to us here at PEAK and cuts interest rates… Today… We certainly need it… Retail Sales released yesterday showed no growth in spending… Inflation is not an issue and is at the lower end of estimates…

Having established its credentials as a mining company capable of finding significant mineral deposits over the last 2 or 3 decades, Perth based Sipa Resources can afford to think big. This week they will kick off a drilling campaign at their Ugandan project looking for a big base load source of nickel and copper at the Akelikongo prospect. 

Good morning. This week we have a large amount of data in AUS, which will give us some great insight into what is actually happening on the macro-economic front… Retail sales, RBA interest rate decision tomorrow, followed by inflation…. We feel that the RBA must cut interest rates and ensure that it follows the lead of the “big boys” such as japan, Europe and US and stimulate our economy… We need all the help we can get right now… so tomorrow, marks as an important day.

A “pinch” and a punch”, yes it is April 1 and don’t be fooled this morning…. New tax cuts? A promotion? Markets rallying the most in ten years… what we do know, that it is Friday and we are looking forward to the weekend. So the question is: will markets rally in April and what the catalysts will be?

Burleson Energy’s Israel based Sky & Space Global have inked a deal with an Australian company that will see them provide satellite communications services to aviation, marine and recreational markets. SSG will intergrate ESSTRACK'S unique satelite tracking and comms systems into their nano-satellite network.  

Blackham Resources midas touch has continued at its Wiluna Gold mine with a 1.5m drill intersection grading 47.8 grams per tonne gold or a whopping ounce and a half of gold per tonne. An exploration target at the Golden Age Offset of between 40k and 320k ounces at 6-10 g/t gold has also been struck. 

Burleson Energy have easily raised $4.5m to complete the acquisition of Israeli nano-satellite company Sky and Space Global. The company announced this week Danish nano-satellite manufacturer Gom Space, has commenced construction of SSG’s first three nano-satellites.

The Standard & Poor's 500 Index climbed for a third day after yesterday posting the strongest increase in two weeks as Federal Reserve chair Janet Yellen signalled officials will be cautious in raising rates due to heightened economic risks overseas. The dollar headed for its steepest monthly drop since 2010.

For the first time in a long time, Janet Yellen speaks… markets rally… is a new trend forming? Doubtful. Although interest rates in the US aren’t going to rise anytime soon, we are still cautious on global growth… Australian banks now down 8% in two trading days… really? There is an opportunity forming…

The intrigue around Legend Mining’s Fraser Range project is building as the company prepares to undertake two Down Hole Survey’s in search of the source of two strong magnetic conductors. The company believes it may have just missed the conductors with its drill holes and the downhole survey is capable of detecting conductors up to 100m off hole. 

With Easter over, we are now turning our attention to macro-data and these will be the main driving points for this week… US employment and manufacturing will be “on-show” on Friday night and with Janet Yellen talking tomorrow night, things will certainly get interesting…. Banks will also be in focus, following ANZ’s admission that bad debts have risen…

So… tomorrow is good Friday and yes, we can sleep in… global markets look like they are getting a little bit “tired” and we need to ask ourselves whether the Easter bunny will bring us some chocolates to wake us up… the key question for markets now is “what are the catalyst” to drive us higher….?

Last night, another terrorist attack hit. This time in Brussels. Markets held up ok, while gold rallied on the back of a “flight to safety”… This Easter, spend some quality time with your family and friends as this is really important. Over $19 Billion of dividends will be returned to shareholders this week. Will this boost markets?

Good Morning. A bit of friendly “fire” this morning with Abbott questioning Turnbull’s stance to call an early election. Obama just last week has also thrown a few “cheap” shots at trump, as things “heat up”… so what impact will both have on markets?