Daily Archives: November 22, 2012

Danielle’s weekly market update

Danielle was a guest today with Phil Mackesy on Talk Digital Network discussing recent developments in the world economy and markets. You can listen to an audio clip here.

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Junior resource companies facing fiscal wall

My base thesis the past 4 years, has been that the commodity sector hit a secular peak along with the consumer credit bubble in 2007-08. Since then, resource companies have struggled to downsize operations and costs fast enough to keep … Continue reading

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Shipping over-capacity product of the credit bubble

During the consumer credit bubble, global shipping capacity was ramped up to carry the volume. Now that the bubble has burst, the sector finds itself awash in vehicles vying to carry still shrinking volume. This is deflationary, and is positive … Continue reading

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Nissan sees enormous opportunity in affordable, win win cars

The Leaf is the world’s most popular electric vehicle, comprising more than half of all electric car sales. Leaf global sales since late 2010 total 43,000 vehicles, about half of them in Japan. More than 17,000 Leaf cars have been … Continue reading

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Wary of US equities

It is our view the main risk to equity prices today is that they are over-valued relative to global growth and earnings prospects, and that is the case even before the US feels any government cuts slated for 2013. The … Continue reading

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