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Global Mining Investing is a reference eBook to teach investors how to think and act as investors with a underlying theme of managing risk. The book touches on a huge amount of content which heavily relies on knowledge that can only be obtained through experience...The text was engaging, as I knew the valuable outcome was to be a better thinker and investor.

While some books (such as Coulson’s An Insider’s Guide to the Mining Sector) focus on one particular commodity this book (Global Mining Investing) attempts (and does well) to cover all types of mining and commodities.

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Tuesday, October 05, 2010

Reserve Bank trepidation signalling govt spending

Readers of our Japan Foreclosed Property blog will be aware that we have been expecting Japan to engage in an easy monetary policy for a time now, and now its coming through. The consequence is going to be good for Japanese property, but also for the commodity stocks, to which we are overly exposed. Copper, gold and tin are all at record highs, and even other metal prices fared better despite the rapid growth in their warehouse inventories over the last year. Clearly this is not simply about economic stimulus. Commodities are denominated in USDs, and since the USD is one of the three major currencies being debased - USD, Euro and Yen, you can expect more strength in the commodities, and also a corresponding strength in the commodity currency.
The Reserve Bank of Australia did not raise the Official Cash Rate at its last meeting, causing a big drop in the currency. We might expect it to do so at the next meeting. I have a more probable explanation for the lack of action. I think the Australian Labor government is going to go on a spending spree in order to keep the Australia dollar competitive. Expect it to announce a national campaign to build a mag-lev train network or some other scheme like that. I reckon Kevin Rudd will spend his time in China trying to develop a cozy partnership with the Chinese to supply the tracks, since they have been building such maglev systems lately.
The Australian currency is going to be strong, so expect such efforts as these to manage the currency so that manufacturers and farmers are not too disadvantaged.....even though its not its natural constituency. Its also about managing the volatility in an era of government financial intervention that really re-started in 1983 after a short hiatus. Like one year. Was there an Olympics that year?
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Andrew Sheldon www.sheldonthinks.com
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Investment Strategy

If you are investing for the long term, you still need an investment strategy. Dont be fooled by the rhetoric of fund managers. The reason they advise you to 'buy & hold' is because they dont want to compete with you in sell-offs. Markets and industrial sectors are cyclical, so they demand trading to get the best returns. Fund managers actually cant hope to match the performance of small investors (if you are half good) because they have to manage huge amounts of funds and charge you a fee besides.
MY ADVICE is (i) look at a range of market indices and decide upon what level of correction would give you the justification you need to get in & out of the market. It might be a 5-10% retracement or a break of trend. (ii) Diversify if you dont have an intimate knowledge of the company or management. More than 30% in one company is aggressive.

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