iQ Group Global Proceedings Against ADS Capital Dismissed

2021 news Apr 07, 2021

Clients & Members,

Some of you may recall that late last year, I published two reports on The iQ Group Global Ltd, iQ3 Corp Limited, and other members of their group in which I concluded that their operations were unsustainable.

Following those reports, iQ commenced proceedings against me.

Those proceedings have now been dismissed. 

It remains my consistent position that such proceedings should never have been brought, and any concerns could and should have been dealt with without proceedings being initiated. 

My prior reports analysed iQ's financial situation, as drawn from its annual reports and financial statements.

It remains my genuine view that:

  • an investment in The iQ Group Limited, iQ3 Corp Limited and their financial products, such as the EBI Fixed Income fund, carries very significant risks; and
  • I urge investors to be very cautious before investing in any of the iQ financial products. 

I remain committed to delivering reliable insights based...

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Virgin Galactic Unveils SpaceShip 3, VSS Imagine

2021 news Mar 31, 2021

Published by Anthony Di Pizio

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Virgin Galactic (NYSE:SPCE) is a super exciting company. This new release adds to the anticipation for investors as further spaceflights were delayed back in February. 

This new iteration, dubbed 'VSS Imagine', adds a second active spacecraft to the fleet which (hopefully) means more testing and a faster path to commercial flights. CEO Michael Colglazier stated on CNBC that the company plans to fly up to 400 times per year with the tourism business, which means multiple flights per day, and many more spacecrafts needed. This SpaceShip 3 is the beginning of an ever-expanding line.

Due to technical difficulties, Virgin Galactic were forced to reschedule February flight tests with SpaceShip 2, 'VSS Unity', with those now expected to start in May. Founder Sir Richard Branson is expected to be on one of those tests sometime in the summer.

View the VSS Imagine release and...

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Inflation - There's None (Apparently)

2021 news Feb 11, 2021

Published by Anthony Di Pizio

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So Many Questions

Yesterday, the US Bureau of Labor Statistics (BLS) released its monthly Consumer Price Index (CPI) inflation data, which showed a 1.4% year-over-year rise in prices. This was slightly weaker than the 1.5% expected, signaling that inflation still remains muted. 

Though, if you watch financial news or monitor finance chatter on various social networks, you will see mounting questions about this data in contrast to the recent face-ripping rallies in various commodity prices. Lumber, for example, has been a hot topic as futures prices reach an all-time high of $950 - about 100% higher than the February 2020 pre-pandemic peak. 

How does a rise in lumber futures translate to the real world? Well, it is estimated that the run has added $16,000 in additional build cost to a traditional single family home (CNBC). It's statistics like these that make investors...

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As Vaccinations Climb, Play the Long Game

2021 news s&p500 Feb 03, 2021

Published by Anthony Di Pizio

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2021 - The Full Year Picture

Despite any short term market turbulence, there is a consensus for a higher S&P500 benchmark index by the end of 2021. At the moment JP Morgan holds a Street high target of 4,400 which represents a more than 15% gain from yesterday's close. What feels more important though is the minimum target of 3,800 held by both Citi and Bank of America - which is exactly where we are today. (Source: CNBC Market Strategist Survey)

Irrespective of all the uncertainty, it appears even the most pessimistic of the major banks on Wall Street expect stock prices to remain buoyant for the year. There is no doubt any shot we have at reaching some of the more lofty S&P500 targets will be predicated on a resolution to the COVID pandemic. 

As we watch vaccine programs roll out globally, we think there is cause for optimism that by mid-year, we'll be living under...

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2021 - Two growth sectors to watch

2021 news Dec 14, 2020

Published by Anthony Di Pizio

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Starting Fresh

Like most of you, we look forward to welcoming the new year and leaving behind the craziness of 2020. With vaccines now being distributed in most major developed countries, we anticipate the return of economic growth and more normalised financial market conditions. 

We want to turn our attention to 2021 and leave you with two underdeveloped but powerful sectors we're watching.

1. Agritech

Agriculture is primed for a shakeup. It has mostly been left behind by the technology boom and whilst farms are more productive now than in the past, there has never been a better time to transform the industry. 

Traditionally, farming has required mass amounts of land and water at a minimum, plus additives for crop protection and allowances for seasonal disruptions caused by unfavorable weather. 

We're closely...

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Rotation, Rotation, Rotation!

news s&p500 Nov 23, 2020

Published by Anthony Di Pizio

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What A Ride

US markets recently made all time highs (S&P500) much to the surprise of many participants. With the sheer scale of the disruption caused by the COVID-19 pandemic, many investors expected to wait years before seeing broad stock market returns again.

They managed to find some positivity among the chaos, though, discovering a plethora of companies which may have actually fared better in the new stay-at-home economy. By now we're all familiar with the incredible stories of Zoom or Peloton, for example.

The list of innovative, or potentially adaptive companies grew so large that CNBC personality Jim Cramer formed the 'Cramer COVID-19 Index' back in April. He managed to put forward ~US$11 trillion worth of companies which could be expected to outperform in this new world. 

Outperform they did. Measured from the market bottom in...

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COVID-19 Inactivated by SPL7013 Nasal Spray - Scripps Research Institute

asx news Sep 14, 2020

Published by Anthony Di Pizio

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How It Works

This news by StarPharma Holdings (ASX:SPL) hit the market today. The below is a direct quote from the announcement:

''New data generated at Scripps Research Institute in the US shows that Starpharma's antiviral nasal spray active (SPL7013) is virucidal, inactivating more than 99.9% of SARS-CoV-2, the virus that causes COVID-19''

Note that SPL7013 is also referred to as astrodrimer sodium. 

This appears to have confirmed the company's assumptions from prior testing:

The potency of SPL7013 was evident when used either before or after the exposure of cells, meaning the nasal spray could be used either before or after exposure to the virus. 

This round of antiviral testing comes after promising announcements from the company in both...

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Trump's Growing Momentum

news politics Sep 08, 2020

Published by Anthony Di Pizio

We write about interesting stuff impacting the markets.

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The Premise

Having worked in the financial markets for over a decade now, I was very active in the lead up to, during and after the 2016 election. I watched equity futures crash in fear of Trump's shocking, impending victory only to rocket to new highs once the money realised what his administration meant for tax policy and business regulations. 

Few people saw a Trump presidency in 2016, and few people feel that America could re-elect him (morally) in 2020. You could say they see it as unconscionable. The reality is though, despite all of the headwinds he's facing, he has still managed to generate more enthusiasm than Biden and is likely to win this race. 

To visually depict Trump's present momentum, I'll use the below chart which is one of my favorites

Full credit to RealClearPolitics -...

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The Wedge That Stopped The S&P500

news s&p500 Sep 05, 2020

Published by Anthony Di Pizio

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An Intriguing Setup

We're not advocates for technical analysis as an investment strategy. In fact, we consistently caution people against making decisions based purely on charts.

However, every now and then a setup hits our screens that forces us to really pay attention. 

Interestingly, in August-September of 2016 the S&P500 began rolling over as election uncertainty weighed, and declined steadily until Trump's victory. We all remember what happened after that, but here's a refresher:

This upper trend line has kept price capped for 4 years. Now, it's an expanding wedge, the lower bound of which began to form in January of 2018. It (sort of) marked the bottom of the COVID-19 pandemic selloff back in March, which is yet another...

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The US Dollar Has Bottomed

foreign exchange news Sep 04, 2020

Published by Anthony Di Pizio

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Setting The Stage

To understand our point of view, it's important you read our previous post on this topic which we'll be referencing throughout this article. It was the basis of our prediction for EURUSD to rally from 1.08 to 1.20 back in May (ie, extreme USD weakness). Now, it's time to go the other way.

We established that over the last ~12 years, the USD has strengthened significantly despite interest rates steadily declining for the entire period. You might remember this chart overlaying the US Dollar Index with US 10 Year Yields since 2008:

What you're looking at is a +33% appreciation in the dollar despite interest rates falling about 84% over the same period. This is a longer term view, but in this update we're going to zoom in and look at the events following May 2020.

The Fed

When the Fed announced a renewed stimulus program in March to deal with COVID, the dollar...

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