Global Mining Investing $69.95, 2 Volume e-Book Set. Buy here.
Author, Andrew Sheldon

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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Wednesday, July 02, 2014

Gold price forecast-outlook 2014

An analyst at the Overseas Chinese Banking Corp has released a subdued outlook statement for gold prices in 2014. The research note highlights the prospects for stronger global growth and sees tapering from 2015 as buoying the USD. These facts are not in despite, however it is worth noting that:
1. Asset prices are a nascent or hidden form of inflation or deflation. i.e. Inflationary if the market needs to be recapitalised in order to refloat under-performing asset prices, or deflationary if asset prices were to collapse. Of course the Fed and no government is going to allow asset prices to collapse terribly, at least not in the property market because that would destroy credit. Credit or derivative transactions in equities are equally split, long and short, so no problem.
2. The threats to the global growth outlook, whether in the form of war or disruptions like oil shocks. We have in recent weeks seen ISIS in Iraq challenging the home security forces of the Iraw government. If these are destined to have the upper hand, we might expect Iraqi oil exports (4% of the export market) to be hit. This is not a huge market, particularly given the soft market conditions, however it will lift prices as a sepculative issue. Would it prompt a re-entry of the US? I suspect it would result simply in air strikes, with drones and targeted missile attacks.

Now, the prospect of cheap credit and an endless pool of super savings going into global markets is destined to lift stocks. Japan is planning to plant some huge some of domestic savings into the global market place to lift earnings. This is destined to lift interest rates in Japan, though given that rates are soft elsewhere, its not going to be excessive. Of course we are going to see higher equity and international bond prices. This is going to drive asset prices higher, and of course, in these conditions, gold will start looking appealing, simply because all other asset prices will be high. Is this reason to hold gold? No, but there will come a point when it wll, and of course there is equity exposure that can make more sense. i.e. Miners who are low-cost producers.
Asset bubbles tend to correct rather quickly; so its not the 'inflation story' which is sustained with a wages spiral (which we are not going to see for over a decade). People will tell me wages are rising quickly in the third world, but this is tied to productivity gains (like in the West). Where you can expect some rallies in gold will be with the expectation of market corrections, when only gold looks cheap. In these times, gold makes sense. Even if it falls off with a crash, its destined to be the sector that recovers first...assuming that its assets offer tangible value. i.e. Not blue sky exploration.

Asian property markets outperforming Japan Foreclosed Guide Philippines Property Guide
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Japan Foreclosed Property 2015-2016 - Buy this 5th edition report!

Over the years, this ebook has been enhanced with additional research to offer a comprehensive appraisal of the Japanese foreclosed property market, as well as offering economic and industry analysis. The author travels to Japan regularly to keep abreast of the local market conditions, and has purchased several foreclosed properties, as well as bidding on others. Japan is one of the few markets offering high-yielding property investment opportunities. Contrary to the 'rural depopulation' scepticism, the urban centres are growing, and they have always been a magnet for expatriates in Asia. Japan is a place where expats, investors (big or small) can make highly profitable real estate investments. Japan is a large market, with a plethora of cheap properties up for tender by the courts. Few other Western nations offer such cheap property so close to major infrastructure. Japan is unique in this respect, and it offers such a different life experience, which also makes it special. There is a plethora of property is depopulating rural areas, however there are fortnightly tenders offering plenty of property in Japan's cities as well. I bought a dormitory 1hr from Tokyo for just $US30,000.
You can view foreclosed properties listed for as little as $US10,000 in Japan thanks to depopulation and a culture that is geared towards working for the state. I bought foreclosed properties in Japan and now I reveal all in our expanded 350+page report. The information you need to know, strategies to apply, where to get help, and the tools to use. We even help you avoid the tsunami and nuclear risks since I was a geologist/mining finance analyst in a past life. Check out the "feedback" in our blog for stories of success by customers of our previous reports.

Download Table of Contents here.

'Buying Philippines Property – Download a free sample chapter!

The Philippines property market remains one of the strongest in Asia thanks to rising incomes, rising population and rapid rates of urbanisation. The administrative reforms of the Arroyo government have given way to improved administration under Aquino. ASEAN countries can be expected to achieve even greater price gains than Western markets, demonstrating that this super cycle is far from over.

Buying Philippines Property 2010
- Download the table of contents or buy this 2-volume eBook at our online store for just $US19.95.

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.

'Buying NZ Property – Download the free sample readings!

The NZ property market is shaping up as one of the most attractive property investment markets for the next few years. High yielding property and the collapse of the NZD make NZ the perfect counter-cyclical investment if you buy right! In addition, there is no capital gains tax, transfer taxes, VAT/GST or wealth taxes in NZ, so rest assured that NZ property is tax-effective! Learn more now!

New Zealand Property Report 2010 - Download the table of contents or buy this report at our online store for just $US19.95.