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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Thursday, October 17, 2013

Price price rally due - Are you ready - get your gold stocks!

For the last few months we have been waiting for a base support in gold. In fact a 2nd base after gold fell to $1180/oz in June 2013. This second base after some consolidation, marks a foundation for more upside for gold, at a time when there are strong fundamentals in terms of:
1. High asset inflation - Don't believe the 'cost-of-living' inflation numbers put out by governments because 'assets' are commodities as well. The reality is that the high price of assets makes gold attractive. i.e. The risk of weaker asset values, or more likely rally-bust-rally.
2. Low interest rates make gold more attractive because there is no return on debasing monetary units.
3. Emerging market risks make gold more attractive. Its not so easy to trade in these markets. They are small, illiquid, and there are few securitised plays.
4. Small gold market - By comparison to other markets, the gold market is really small, so it can move with enormous volatility. A $100/oz move in gold prices is not uncommon. 

At some point these high asset prices are simply not going to be sustainable because the yields on assets will be so poor. Governments however will not raise interest rates because that will undermine the debt market, as the real estate collateral is a source of market confidence. They will therefore take measures to keep asset prices high by debasing monetary units. This will effectively 'tax' holders of money/credit. Gold is really the only asset undervalued....simply because it offers no return. In fairness though, you can 'trade' other asset classes, but you will be 'carving' value out of other investors to do so; so in that game of 'financial relativism', you stand a good chance of losing. 
Now looking at the lower chart, you can see that gold is in the midst of a long-term uptrend, and we now see signs of that trend holding. This comes as no surprise to a lot of people, however, at least now, you have some evidence of a trend change. In all fairness, looking at the 'upper 60-day' chart, its not the most convincing of trend reverses, however, any uncertainty will be cleared as days pass. 

This prompts us to ask - what are the best ways to trade gold. Well, we go straight to the emerging gold stocks like GRY.ASX. We have often written about Gryphon Minerals (GRY.ASX) and continue to trade it off weakness, and sell when it is over-bought. Its a good story. We'll keep trading it until the company is acquired in a takeover, or it starts production. 

Asian property markets outperforming Japan Foreclosed Guide Philippines Property Guide
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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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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!

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