Peter Brown: The hot stocks and metal for the climate change fight

Peter Brown: The hot stocks and metal for the climate change fight

Peter Brown: The hot stocks and metal for the climate change fight

File picture of the Ranger Uranium Mine in Australia’s Northern Territory. Stockmarkets are focusing on the huge imbalances between supply and demand as the global economy roars back from the Covid crisis, hence the price of shipping containers has trebled, many raw materials are in short supply, and inflation is now dominating market thinking.

Inflation is bad for stock prices, if it leads to a rise in interest rates.

If rates were to rise, company earnings would be less attractive and therefore lead to lower valuations, and any correction to valuations could be severe.The authorities in the US say recent price rises are transitory, a message the market has bought into. For the past decade passive investing has been extraordinarily successful.Just buying the index has made substantial returns.However, given the over-extended valuations of the US stocks, where may […]

About the author: StockMan
Any information posted on the website has been prepared without taking into account your objectives, financial situation or needs and as such, you should before acting on the information or advice, consider the appropriateness of the information or advice in relation to your objectives, financial situation or needs. Please be aware that any information posted on this site should not be considered to be financial product advice.
Posting Guidelines
  • Do contribute something to the discussion
  • Do post factual information, analysis and your view on company valuations
  • Do disclose if you have an interest in a security
  • Do take our Terms of Use seriously
Do Not
  • Do not make low-content posts, unsubstantiated ramps or untruthful/misleading statements
  • Do not complain about a post unless you have reported it first, and not on the forum.
  • Do not post financial advice
  • Do not advertise or post sponsored content

Get involved!

Get Connected!

Come and join our community. Expand your network and get to know new people!


No comments yet