Excellent analisys, building on your previous notes regarding small-cap valuations and the expected market breather. Given the ongoing pressure on lithium and the renewed focus on net zero politics, how do you see these factors influencing broader market sentiment moving into the next quarter?
The next quarter will be interesting for sure. The US is expected to start quantitive easing with printing money again, with the value of the dollar potentially falling many will look to safe-haven assets - gold, bricks and mortar and infrastructure. The net zero political football is an interesting one with the Libs abandoning their commitment. Was this done out of genuine interest or self interest for the leader? It's a tough one. Small-caps have cooled after a few big months, but if the money printer starts again, expect renewed interest.
Excellent analisys, building on your previous notes regarding small-cap valuations and the expected market breather. Given the ongoing pressure on lithium and the renewed focus on net zero politics, how do you see these factors influencing broader market sentiment moving into the next quarter?
The next quarter will be interesting for sure. The US is expected to start quantitive easing with printing money again, with the value of the dollar potentially falling many will look to safe-haven assets - gold, bricks and mortar and infrastructure. The net zero political football is an interesting one with the Libs abandoning their commitment. Was this done out of genuine interest or self interest for the leader? It's a tough one. Small-caps have cooled after a few big months, but if the money printer starts again, expect renewed interest.