Boost Research
New J Hutton – Exploration Report Pt 1 (Weeks Ending 02/08/19)
Iron Ore fallen >27% in nine days, trader driven, as opposed to fundamentals Chinese iron ore consumption growth >4% over the pcp Supply...
635 Views
Tracking a Slowdown Path for Aussie Equities
The Fed has massaged market expectations of lower official interest rates and with other central banks jumping onboard global financial conditions...
645 Views
Shorts Get Smaller Down Under
Australia has a very well developed market for stock borrow and a robust regulatory regime for short selling. Short sell positions that exceed...
535 Views
Aussie Equities Model Portfolio Update (June): Buy Protection and Cyclical Extension
Buy Australia for its Defensive Qualities. Australia outperforms during periods of global uncertainty and when global interest rates are...
715 Views
Global Indexes Are Consolidating, EM Is Breaking Down
We remain constructive on global equities as the MSCI ACWI, ACWI ex-U.S., and EAFE indexes consolidate above their respective 200-day moving...
764 Views