Gold, Stocks & Forex
Posted by Houses and Holes. Reproduced with kind permission from Macrobusiness.
Goldman’s Tim Toohey has quantified the unwinding commodity super-cycle for ‘Straya':
Lower commodity prices risk $0.5trn in forgone earnings…
3 weeks, 3 days
A chart of Australia’s ASX 200 Health Care , compared to Financials-x-Property and the overall index over the last 15 years, shows that outperformance of the Health Care sector is not just a recent occurrence. 11 more words
1 month, 2 weeks
One of the top-performing sectors, both in the US and Australia, is Health Care.
The strength of a momentum strategy is the ability to identify and concentrate investment in outperforming sectors like this. 21 more words