Wednesday, December 11, 2024

Wars & Military Conflicts

1-5 out of 5 results.
CommoditiesAustralian shares International sharesWars & military conflicts
World War II & share markets – Part 2 of 2: Through to the end of the War and aftermath

Key points: Australian and US share markets did well overall, despite heavy loss of life and attacks on our home soil. Volatile ride for shareholders, but patient holders ahead. Generally good for shares overall, limited only by war-time controls on profits and share prices.  

Ashley Owen Oct 10, 2024
CommoditiesInternational sharesWars & military conflictsAustralian shares
World War II & share markets – Part 1 of 2: the Outbreak

War is scary, so it is tempting for investors to panic and race for the exits.  It's important to look beyond the media headlines - knee-jerk, herd-following reactions are usually wrong.  Usually positive for commodities demand, prices, mining shares.

Ashley Owen Oct 10, 2024
Wars & military conflictsExports, tradeChinaAustralian economyCommodities
Geopolitics case study - China: largest export customer + potential military threat - a problem?

Our largest export customer and source of wealth & prosperity - also a potential military threat - is this a problem? My answer is no, but for reasons you may not expect. Here is why I am bullish on Australia’s continued resource-based prosperity as global tensions escalate.  Australians have been masters at turning geopolitical shifts and crises into economic advantage!

Ashley Owen Jul 03, 2024
Wars & military conflictsStock storiesAustralian shares CommoditiesCommodities & Mining
Political Risk case study: Bougainville - richest gold mine in the world - but you can't touch it

This company is sitting on the richest copper-gold mine in the world, but it has been locked up for 35 years and can't touch it.    Political risk crippled what was once a highly profitable 'blue chip' stock.    All investing involves political risk, but political risks can be the most volatile, hardest to quantify, and most wealth-destroying.   Or perhaps wealth creating - in the right circumstances and at the right price!

Ashley Owen Mar 19, 2024 4
Stock market crashesWars & military conflictsInvestment bubbles/busts, cyclesInternational sharesAustralian shares Asset classes, asset class returnsRecessionsRetirement planning
124 Reasons NOT to invest! - This time is different - or is it?

Every year there are ‘End of the world’, or ‘End of life as we know it’ crises and threats that scare investors into waiting and watching from the sidelines, but share markets have always seemed to power through them. Are the current batch of threats and fears different this time?

Ashley Owen Jan 17, 2024

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The information contained in this document relates to historical, factual events and returns, and contains general commentary and observations about financial markets, asset classes, and asset allocation. This document, or any part thereof, does not, and is not intended to, constitute investment advice, or financial advice, or financial product advice, in any jurisdiction in which it is published, re-published or read. It does not recommend, encourage, or influence readers to buy, hold, sell, or deal in any financial product or security. Where securities of financial products are mentioned, it is purely for the purposes of illustration, context, and/or education, and not intended to influence anyone to buy, hold, sell, or deal in it. The information is current when written. All reasonable measures are taken to ensure its accuracy at the time of publication, but the author accepts no responsibility or liability for any errors or omissions. This document is only provided to, and intended for, holders of Australian Financial Services Licences. It should not be used or relied upon by any person or entity other than a duly licenced AFSL holder, or authorised representative thereof. The author receives no benefit, financial or otherwise, from any product provider, or product issuer, or any other firm involved directly or indirectly in the provision or services in or to financial markets or industries, whether mentioned in the report or not. Any opinions expressed by the author are his alone, and are intended for the purposes of education.