Die 15 größten Tradingsünden
Nachfolgend finden Sie eine kurze Auflistung jener Tradingsünden, die einen beim Ausschöpfen seines ganzen Potentials fast täglich behindern. ..
Posts mit dem Label Analyse werden angezeigt. Alle Posts anzeigen
Posts mit dem Label Analyse werden angezeigt. Alle Posts anzeigen
Montag, 3. Juli 2017
Die 15 größten Tradingsünden von GodmodeTrader
Informative und zeitlose Zusammenstellung - credit to GodmodeTrader:
Die 15 größten Tradingsünden
Nachfolgend finden Sie eine kurze Auflistung jener Tradingsünden, die einen beim Ausschöpfen seines ganzen Potentials fast täglich behindern. ..
Auch noch so schmerzhafte Erinnerungen an einige meiner größten Tradingsünden bewahrten mich nicht davor, mehr als einmal in die gleichen Fettnäpfchen zu treten. Selbst heute, nach vierzehn Jahren im täglichen Börsengeschäft, entdecke ich beim Schreiben und Auswerten der Tagebücher noch das eine oder andere faule Ei..
Die 15 größten Tradingsünden
Nachfolgend finden Sie eine kurze Auflistung jener Tradingsünden, die einen beim Ausschöpfen seines ganzen Potentials fast täglich behindern. ..
Mittwoch, 14. Juni 2017
Neue Präsentation von Branchenexperte Rick Rule über die elementare Bedeutung des Managements im Junior-Minensektor
Sehenswerter Vortrag von Rick Rule, der viel Basiswissen vermittelt:
Freitag, 26. Mai 2017
Elektroautos: Bald nicht mehr teurer als konventionelle Autos
Du diesem richtungsweisenden Thema ein aktueller Bericht im Telegraph:
Electric vehicles to cost the same as conventional cars by 2018
The cost of owning an electric car will fall to the same level as petrol-powered vehicles next year, according to bold new analysis from UBS which will send shockwaves through the automobile industry.
Experts from the investment bank’s “evidence lab” made the prediction after tearing apart one of the current generation of electric cars to examine the economics of electric vehicles (EVs)..
Link: http://www.telegraph.co.uk/business/2017/05/19/electric-vehicles-cost-conventional-cars-2018/
Electric vehicles to cost the same as conventional cars by 2018
The cost of owning an electric car will fall to the same level as petrol-powered vehicles next year, according to bold new analysis from UBS which will send shockwaves through the automobile industry.
Experts from the investment bank’s “evidence lab” made the prediction after tearing apart one of the current generation of electric cars to examine the economics of electric vehicles (EVs)..
Link: http://www.telegraph.co.uk/business/2017/05/19/electric-vehicles-cost-conventional-cars-2018/
Quelle: UBS, Telegraph
Mittwoch, 26. April 2017
Silberminen: Wichtige Liquiditätskennziffern im Sektor-Vergleich
Informative Aufstellung mit einigen wichtigen, aktuellen Kennziffern bei den führenden Silberminen:
Quelle: capitalcube.com
Quelle: stockcharts.com
Montag, 27. März 2017
Rohstoffe: China festigt dominante Rolle auf der Nachfrageseite
Die extrem einflussreiche Rolle des Reichs der Mitte für den Rohstoffmarkt bleibt bestehen:
Quelle: riotinto.com
Mittwoch, 19. Oktober 2016
Big Picture: Stromerzeugung durch Kernenergie in den USA, China und Indien bis 2040
Nach einer neuen Studie der EIA wird China in den nächsten zwei Jahrzehnten die USA als weltgrößten Erzeuger von Kernenergie ablösen. In Indien wird ebenfalls mit einem erheblichen Wachstum bei der Nuklearenergie gerechnet:
Quelle: EIA
Freitag, 14. Oktober 2016
PwC Research-Report: Junior-Minenfirmen zeigen Lebenszeichen
Einige interessante Informationen im neuen PwC-Report: https://www.pwc.com/ca/en/mining/publications/223176_JuniorMineReport_final_web.pdf
Key Findings:
Equity raises vs. debt raises by stage of mining ($ million CAD)
The number of companies able to go to the markets for funds remained steady over the year, but the amounts they were able to raise increased significantly.
Stage of mining of top 100 mining companies
The breakdown of where the top companies sit in the mining life cycle remained mostly unchanged from the prior year.
TSX-V market capitalization, 2016 top 5 mining companies ($ million CAD)
The top five junior mining companies in 2016 accentuate the early signs of improvement the sector has shown this year.
Key Findings:
Equity raises vs. debt raises by stage of mining ($ million CAD)
The number of companies able to go to the markets for funds remained steady over the year, but the amounts they were able to raise increased significantly.
Stage of mining of top 100 mining companies
The breakdown of where the top companies sit in the mining life cycle remained mostly unchanged from the prior year.
TSX-V market capitalization, 2016 top 5 mining companies ($ million CAD)
The top five junior mining companies in 2016 accentuate the early signs of improvement the sector has shown this year.
Montag, 10. Oktober 2016
Großbritannien: Inflationserwartungen ziehen signifikant an
Parallel zum anhaltenden Pfund-Crash steigen die Inflationserwartungen auf der Insel erheblich an:
Quelle: bloomberg.com
Freitag, 7. Oktober 2016
US-Arbeitsmarktdaten: "The Most Important Ever" Payrolls Preview (Again)
Zur Einstimmung auf das wichtige Ereignis um 14:30 Uhr MEZ:
"The Most Important Ever" Payrolls Preview (Again)
The distribution of guesses for tomorrow's "most important payrolls print ever" or at least until next month, skews modestly to the upside after the biggest spike in ISM employment ever this week jarred some economists to become more optimistic, and side with Goldman Sachs expecting a Fed-inspiring drop in the unemployment rate, rise in average hourly earnings, and better than expected payrolls of 190K. As a result, while consensus expects a NFP rebound from 151K to 172K, the whisper number is around 200k. Anything above this would send December rate hike odds surging to the all important 70% or above, bond yields spiking and equities at the mercy of whichever way the risk parity machines were calibrated tomorrow..
"The Most Important Ever" Payrolls Preview (Again)
The distribution of guesses for tomorrow's "most important payrolls print ever" or at least until next month, skews modestly to the upside after the biggest spike in ISM employment ever this week jarred some economists to become more optimistic, and side with Goldman Sachs expecting a Fed-inspiring drop in the unemployment rate, rise in average hourly earnings, and better than expected payrolls of 190K. As a result, while consensus expects a NFP rebound from 151K to 172K, the whisper number is around 200k. Anything above this would send December rate hike odds surging to the all important 70% or above, bond yields spiking and equities at the mercy of whichever way the risk parity machines were calibrated tomorrow..
Quelle: zerohedge.com
Gold-Giganten bedenken höheren Einsatz von erneuerbaren Energien
Das macht langfristig gesehen auf jeden Fall Sinn für die Goldproduzenten:
Gold giants looking at renewables
Barrick Gold, IAMGOLD, AurCrest Gold, Goldcorp, TMAC Resources, Newmont Mining and Gold Fields are getting serious about renewables, says an Energy and Mines analysis published on Thursday..
Gold giants looking at renewables
Barrick Gold, IAMGOLD, AurCrest Gold, Goldcorp, TMAC Resources, Newmont Mining and Gold Fields are getting serious about renewables, says an Energy and Mines analysis published on Thursday..
Donnerstag, 6. Oktober 2016
USA: Inflationserwartungen ziehen an
Mögliche Vorboten einer steigenden Inflation und der nächsten Zinserhöhung in den USA..
Samstag, 1. Oktober 2016
50 Slides for the Gold Bulls: Update “In Gold We Trust” Report
Der Link zum informativen Chart Book Update: http://www.lumopolis.org/50%20Slides%20for%20the%20Gold%20Bulls%20-%20Incrementum%20Chartbook.pdf
Dazu das Feature auf Zerohedge:
Everything You Need To Know About Gold In 50 Stunning Slides
Submitted by Pater Tenebrarum via Acting-Man.com,
A Companion Update to this Year’s “In Gold We Trust” Report
Our good friends Ronnie Stoeferle and Mark Valek of Incrementum AG have just published a new chart book, which recaps and updates charts originally shown in this year’s 10th anniversary edition of the “In Gold We Trust” report and provides an overview of recent developments relevant to the gold market. The chart book can be downloaded in PDF form via the link at the end of this post..
Dazu das Feature auf Zerohedge:
Everything You Need To Know About Gold In 50 Stunning Slides
Submitted by Pater Tenebrarum via Acting-Man.com,
A Companion Update to this Year’s “In Gold We Trust” Report
Our good friends Ronnie Stoeferle and Mark Valek of Incrementum AG have just published a new chart book, which recaps and updates charts originally shown in this year’s 10th anniversary edition of the “In Gold We Trust” report and provides an overview of recent developments relevant to the gold market. The chart book can be downloaded in PDF form via the link at the end of this post..
Link: http://www.zerohedge.com/news/2016-09-30/everything-you-need-know-about-gold-50-stunning-slides
Quelle: http://www.incrementum.li
Quelle: http://www.incrementum.li
Macquarie Bank: Edelmetalle, Nickel und Zink mit hohen Chance auf Outperformance
Hierzu ein aktueller Bericht auf Mining.com:
Precious metals, nickel, zinc likely to outperform over next 2 years — analysts
Despite some ups and down, 2016 has been a good year for commodities. By June, prices of most metals and minerals were very close to enter into bull market territory (defined by a 20% increase from previous lows), rebounding from their lowest in at least 25 years.
And while some raw materials have lost some of those gains since the Brexit vote, analysts such as those at Macquarie Bank believe the upward trend is here to stay. What’s more, they expect most commodities to either stabilize or increase over the next 12-24 months.
“We have seen a shift to the right for many, with inventories now starting to draw,” Macquarie Bank’s commodity research team writes.
Commodities to lead the pack in the short term, the note adds, are alumina, nickel and cobalt. But when talking about a longer-term outlook, the analysts place their bet on gold, silver, zinc, nickel, chrome and US natural gas..
Link: http://www.mining.com/precious-metals-nickel-zinc-likely-to-outperform-over-next-2-years-analysts/
Precious metals, nickel, zinc likely to outperform over next 2 years — analysts
Despite some ups and down, 2016 has been a good year for commodities. By June, prices of most metals and minerals were very close to enter into bull market territory (defined by a 20% increase from previous lows), rebounding from their lowest in at least 25 years.
And while some raw materials have lost some of those gains since the Brexit vote, analysts such as those at Macquarie Bank believe the upward trend is here to stay. What’s more, they expect most commodities to either stabilize or increase over the next 12-24 months.
“We have seen a shift to the right for many, with inventories now starting to draw,” Macquarie Bank’s commodity research team writes.
Commodities to lead the pack in the short term, the note adds, are alumina, nickel and cobalt. But when talking about a longer-term outlook, the analysts place their bet on gold, silver, zinc, nickel, chrome and US natural gas..
Link: http://www.mining.com/precious-metals-nickel-zinc-likely-to-outperform-over-next-2-years-analysts/
Quelle: Macquarie Research
Höchster Anstieg seit 2009: Entwicklung der globalen Firmen-Insolvenzen (2004-2016)
Das Jahr 2016 ist erst zu 3/4 vorbei, doch die weltweiten Firmenpleiten summieren sich YTD bereits auf den höchsten Stand seit 2009. Ein weiteres Warnsignal..
Quelle: S&P Financial Services LLC
Mittwoch, 28. September 2016
UBS Global Real Estate Bubble Index: Vancouver, London und Stockholm an der Spitze
Informative Analyse der UBS - Auszug:
"..Die Preisanstiege an der Spitze der UBS-Auswertung sind atemberaubend: Zwischen 2000 und 2015 haben sich die Preise in Paris, Stockholm und Hongkong, aber auch in Genf und Vancouver mehr als verdoppelt. In Zürich, London und Sydney zogen sie mehr als 75 Prozent an, in München 50 Prozent. Es fällt auf, dass diese Entwicklung nur in den zwei Schweizer Grossstädten gezähmt wurde, in Genf sind die Preise seit einem Jahr gar leicht rückläufig.." (Link)
Quote:
Riskanter Boom: Die heissesten Citys stehen auf dünnem Eis
Seit vielen Jahren fliesst viel Geld in Immobilien.In einigen Weltstädten hat dies die Preise derart in die Höhe geschraubt, dass nun ihr Fundament bröckelt..
"..Die Preisanstiege an der Spitze der UBS-Auswertung sind atemberaubend: Zwischen 2000 und 2015 haben sich die Preise in Paris, Stockholm und Hongkong, aber auch in Genf und Vancouver mehr als verdoppelt. In Zürich, London und Sydney zogen sie mehr als 75 Prozent an, in München 50 Prozent. Es fällt auf, dass diese Entwicklung nur in den zwei Schweizer Grossstädten gezähmt wurde, in Genf sind die Preise seit einem Jahr gar leicht rückläufig.." (Link)
Quelle: UBS
Quote:
Riskanter Boom: Die heissesten Citys stehen auf dünnem Eis
Seit vielen Jahren fliesst viel Geld in Immobilien.In einigen Weltstädten hat dies die Preise derart in die Höhe geschraubt, dass nun ihr Fundament bröckelt..
Folgen der Niedrigzinsphase und Liquiditätsflut: Volumen der Unternehmensanleihen erreicht neues Rekordhoch
Very scary..
Quelle: BofA Merril Lynch
Montag, 26. September 2016
Afrika: Größte Gold-Ressourcen der Welt
Hierzu ein aktueller Bericht auf Mineweb.com:
Africa has world’s largest in-situ reserves and resources of gold
Africa has world’s largest in-situ reserves and resources of gold
According to a study by SNL Metals and Mining. - Warren Dick | 26 September 2016 00:43
A recent report on exploration trends over the last year has underlined gold’s attraction as the commodity of preference for global exploration dollars and Africa’s huge abundance of the yellow metal.
The study was carried out by SNL Metals and Mining for the period July 2015 to August 2016. Gold’s appeal was underpinned by the fact it commanded 45% of the world’s total exploration spend allocated over this period, at $3.94 billion.
The report also indicated that as at September 8, Africa had the highest in-situ value for reported reserves and resources at primary gold projects, with values totalling a mammoth $1.48 trillion (see figure below). Despite this, it was Latin America that accounted for the largest amount of planned and completed capital spending, with $5.58 billion to be invested in gold projects announced from the beginning of 2015 through the end of June this year..
A recent report on exploration trends over the last year has underlined gold’s attraction as the commodity of preference for global exploration dollars and Africa’s huge abundance of the yellow metal.
The study was carried out by SNL Metals and Mining for the period July 2015 to August 2016. Gold’s appeal was underpinned by the fact it commanded 45% of the world’s total exploration spend allocated over this period, at $3.94 billion.
The report also indicated that as at September 8, Africa had the highest in-situ value for reported reserves and resources at primary gold projects, with values totalling a mammoth $1.48 trillion (see figure below). Despite this, it was Latin America that accounted for the largest amount of planned and completed capital spending, with $5.58 billion to be invested in gold projects announced from the beginning of 2015 through the end of June this year..
Quelle: snl.com, mineweb.com
Sonntag, 25. September 2016
Lithium, Elektromobilität: Droht ein Angebotsengpass in Nordamerika?
Hierzu ein aktueller Artikel auf Mining.com:
Rare metals expert predicts North American shortage of lithium for EVs
The amount of lithium being produced in North America will not be enough to meet the growing demand for electrical vehicles, but the problem could be alleviated through recycling, a renowned authority on specialty metals said in a recent teaser video for his upcoming presentation at the Mines and Money show in Toronto..
Link: http://www.mining.com/rare-metals-expert-predicts-north-american-shortage-lithium-evs/
Rare metals expert predicts North American shortage of lithium for EVs
The amount of lithium being produced in North America will not be enough to meet the growing demand for electrical vehicles, but the problem could be alleviated through recycling, a renowned authority on specialty metals said in a recent teaser video for his upcoming presentation at the Mines and Money show in Toronto..
Link: http://www.mining.com/rare-metals-expert-predicts-north-american-shortage-lithium-evs/
Quelle: qz.com
Edelmetalle: 1-Jahresperformance vs. Entwicklung der ETF-Holdings
Die ETF-Holdings bei Gold und Silber sind im Zuge der starken Rally seit Jahresanfang signifikant angestiegen. Währenddessen sind die ETF-Bestände bei Platin und Palladium weiter zurückgefallen.
Hierzu eine informative Übersicht - credit to Haywood:
Hierzu eine informative Übersicht - credit to Haywood:
Quelle: haywood.com
Abonnieren
Posts (Atom)