Feature Stories

As interest rates push higher the natural effect is that stocks purchased for yield become less attractive. Using sophisticated derivatives it is possible to enhance that yield.

A new price target has served to reinforce the difficulties in valuing oil companies, as discussed in our earlier feature.

Putting a price on an oil exploration and production company is a very complex business. Just how do oil analysts go about it, and are their efforts of any real value?

Once commercially unviable, various alternative sources have been put forward as a counter to the global oil shortage argument. Are these sources recoverable? And at what cost?

The technology exists to convert coal into oil. It’s not cheap, and requires the crude oil price to exceed about US$50/bbl for the sake of economic viability. Experts have largely given up on seeing that price again in the near future, if ever. And while the world still has plenty of coal, it may not have a lot more oil.

As the US has become the debtor to the world, faith has been lost in the US dollar as a safe haven. The world has turned to hard commodities as investment assets, and gold is primary amongst them. Further fuelling gold’s inevitable rise is one of the greatest marketing ploys in history – the exchange traded fund.

How to Invest in a Brave New World: The series wraps up with the question most pertinent to today’s investment community.

Global Enterprise: Platform companies do not need capital, which is why markets have adjusted to new levels of valuation. When companies and individuals choose to no longer pay tax, the entire Welfare State is in danger.

Blog hysteria is the best way to describe the fear mongering surrounding the yen carry trade and its anticipated demise. What is the yen carry trade, and is the hyperbole at all justified?

If theory matches reality local internet companies should be in for a few years of strong growth. Unfortunately, most will remain under the radar of local securities analysts.