Is the tide about to turn for small caps?
“There is a tide in the affairs of men, which, taken at the flood, leads on to fortune….” Read literally, the words of Brutus in...
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Davide Bosio
Jul 26
Investment clarity comes from the age of innocence
One of the great parts of my role as State manager at Shaw and Partners is that occasionally, I get to impart a bit of hard-earned...
Bill McConnell
May 23
A silver linings playbook
Every cloud has a silver lining and Dollar Bill reckons silver IS that silver lining right now. Once considered a poor man’s gold, silver...
Davide Bosio
May 6
When, oh when, will my gold stocks get taken over?
I remember starting life as a young futures broker and listening to a passionate sermon from a seasoned investor who was “long” on gold...
Bill McConnell
Mar 20
Did the lithium bubble really burst, or is it just deflated?
Bubbles in nature may be beautiful – for some – but in financial markets they are a right pain. Some see no bubble at all, while others...
Davide Bosio
Jan 25
2024 Investment lessons from the pioneer of day trading
As we enter a new year, a sense of optimism and promise generally pervades for the year ahead with a genuine expectation that the market...
Bill McConnell
Dec 27, 2023
Uranium price hike tantalises ASX-listed juniors
More than 2300 years ago, Alexander the Great – on his pathway to becoming one of history’s greatest ever conquerors – entered the...
Liam Twigger
Dec 1, 2023
Shattered: “In-country” risk bible takes a hit
It was 2009 and I found myself in the beating heart of Zambia. I remember heading down a steep ravine carrying a big rubber raft, along...
Davide Bosio
Nov 29, 2023
The Santa rally … and why this one could be one for the ages
Some age-old adages invariably keep ringing true in financial markets. Anniversaries of stock market crashes spring to mind, as does the...
Liam Twigger
Nov 13, 2023
Good corporate governance and the Kama Sutra
Board dynamics remain a fascinating combination of personalities and business where the best interests of shareholders meet with a mix of...
Davide Bosio
Nov 10, 2023
Time…. the ultimate deal killer
Throughout my years in the market, particularly working on a range of capital market transactions, the lesson that I have perhaps learnt...
Liam Twigger
Oct 17, 2023
A “wunch of bankers”
It was September, 1985. Spring had sprung and St Georges Terrace was pumping. The recently-elected Hawke-Keating government had floated...
Liam Twigger
Oct 3, 2023
Oppenheimer moment needed to support critical minerals
The sun had just started to rise as I hit the road for a morning run. The air was thick with what I thought at first was the odour you...
Bill McConnell
Sep 26, 2023
When it comes to cash, Dollar Bill is all ears
The meat of the report points to the $2.84 billion in financing cash that flowed into ASX-listed explorers in the most recent quarter,...
Liam Twigger
Sep 21, 2023
From de Bernales to Bondy – Twigger’s Tales has seen it all
I first came across the name Claude de Bernales when I saw it on an old share certificate. It had his actual signature on it and was one...
Bill McConnell
Sep 18, 2023
Are small caps set to come back punching?
For small cap ASX-listed companies, the past year has been nothing short of brutal. Sure, there have been exceptions – there always are –...
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