John Robertson

Strategist specialising in mining and oil and gas investments. Proprietor thebigpictureEconomics. @MiningOnline columnist. Only general advice.

[John Robertson @eimcapital]

@LewisSchaffer @PatrickChristys @GBNEWS @LeoKearse Pleased to hear you're not dead. Have recorded and watched #Headliners every day from Australia. Still not sure if @LewisSchaffer is an unrecognised genius or a befuddled and confused lost American. Now, where do I get my medical and dietary advice?

[John Robertson @eimcapital]

My weekly @MiningOnline column: why the @Blackstone_BSX business strategy was always doomed to fail. Blackstone business model collapses https://t.co/npkR7onw3N #mining $BSX $BLSTF #PDAC2023

[John Robertson @eimcapital]

My @MiningOnline column: #Uranium is being bypassed in the rush to embrace #renewableenergy sources, leaving #nuclear power floundering well short of its once anticipated potential.
https://t.co/nCFrqYAxVh

[John Robertson @eimcapital]

Constantly repeated but ill-defined references to "experience" used, without evidence, to hint at future success can be counterproductive. If investors are not given the information they need, they will simply walk away dissatisfied.

[John Robertson @eimcapital]

My @MiningOnline column this week: Referring ambiguously to “experienced management” is the standard ploy used to avoid addressing fundamental questions about the skills needed to meet investment objectives. https://t.co/jktEML7EmK

[John Robertson @eimcapital]

My @MiningOnline column: Uranium is being bypassed in the rush to embrace renewable wind and solar energy sources, leaving nuclear power floundering well short of its once anticipated potential. https://t.co/rNDfEiT6Xu

[John Robertson @eimcapital]

Constantly repeated but ill-defined references to "experience" used, without evidence, to hint at future success can be counterproductive. If investors are not given the information they need, they will simply walk away dissatisfied.

[John Robertson @eimcapital]

@Boss_Energy are you going to lodge your latest corporate presentation used today with ASX?

[John Robertson @eimcapital]

My @MiningOnline column last week: five macro guideposts to the course of #Mining investment outcomes during 2021 #MiningStocks #Metals #exploration #copper #gold https://t.co/TIznBVmipE

[John Robertson @eimcapital]

Over 45 years, #copper has led (up and down) cyclical movements in #gold prices. The two are currently trending in opposite directions. Does the copper market still know better? #mining #exploration #metals #investing

[John Robertson @eimcapital]

My first @MiningOnline column for 2019: Why the best performing #ASX #mining and #exploration stocks in 2019 won't do as well in 2020 #investing https://t.co/6W0uzmLjJt’t-work

[John Robertson @eimcapital]

Top 5 #ASX #mining and #exploration stocks over 2019: $SPX $ADN $MAG $MRQ $CNL #gold #kaolin #phosphate #titanium #minerals Steak or Sizzle? https://t.co/zwI69Zdj75

[John Robertson @eimcapital]

#Copper prices have been highly leveraged to Chinese manufacturing momentum. A slight improvement in China's manufacturing PMI over the past two months is not strong enough to underpin a significant #metal price rise #mining #exploration

[John Robertson @eimcapital]

The upward drift in yields on high risk corporate bonds (inverted in the chart) is a sign of tougher funding conditions for #mining project developers and consistent with the downward pressure on prices of Phase II companies with funding needs or debt servicing obligations.

[John Robertson @eimcapital]

As we make the transition from 2019 to 2020, the global growth comparison shifts from a widespread slowdown in growth to a patchy but widespread speeding up in the pace of growth.

[John Robertson @eimcapital]

Today's consumer price inflation is part of a long term evolution from the much higher rates of the 1980s. The present period with little change in direction implies lowered interest rates are warranted and set to stay down.

[John Robertson @eimcapital]

US equity prices are outstripping stagnant national corporate profits as markets venture into territory reminiscent of late 1990s & early 2000s.

[John Robertson @eimcapital]

@MeetThePress is no longer shown on free to view Australian TV. What are the alternatives? @chucktodd #MTP

[John Robertson @eimcapital]

September quarter #China #GDP growth (+1.5%) differs little from average three year average (+1.6%).

Growth path has depended on policy-supported periodic surges to compensate for disappointments (eg Q1 2019).

Growth surges have been tracking lower as policy impact wanes.

[John Robertson @eimcapital]

A clear link between world trade and global output growth rates over the past 40 years illustrates the extent to which trade fostering policies are needed to support improved global growth outcomes. Central banks play a limited role.