new neighbour to merlinleigh, page-20

I am not sure what the next boom will be CP, but the current boom is Graphite.

Though, I would not tend to call them booms, they are simply initial bubbles for when investors get a little over-excited about a commodity.

With all commodities, this excitement settles down, and retraces, then those with substance gradually gain some traction, and more realistic values, and move forward at a more modest and sustainable pace, and the rest just go away.

As state-of-the-art oil and gas fraccing and recovery technology makes its way into Australia from the USA over the next 2 years, expect the oil and gas sector in Australia to continue to build strength. The key will be in selecting companies of quality, rather than those opportunistic companies and directors who jump into any bubble.

NSE has substance, and long term durability. Check the history of Conoco, they invest in none other.

From here though, we will see a much slower and more maintainable progression. Which will mean that these stocks are more prone to fluctuations of the wider market. How long can Spain and the Euro hang together?

Good quality individual research is invaluable. And once there is belief in the future of a company, and commitment to an investment, then it sometimes is profitable to split the shares bought into those for a long term hold (throw them into the bottom draw), and those for regularly trading into, and out of, over the journey.

As for the next bubble, well who knows, maybe Platinum, or Scandium, or Rare Earths mark II, or even Zinc (though this is not predicted until 2015). How about a real sleeper, like Silica, check out Silicene research in comparison to Graphene. And not forgetting Antimony and Tungsten. Potash mark II will definitely make a reappearance at some stage, there is now well over 7 billion of us on the planet and rapidly growing, and all wanting to be fed. So when will it be time to invest in genetic food companies, Monsanto and the rest?

With all of these commodities, and bubbles, it is understanding the cycles and choosing the timing, and the type of investing you want to do at that time.

As retail investors, we are at the bottom of the food chain, and we have a lot of enemies. We are the sardines and anchovies and bait fish of the stock market seas. Everything eats us, and now that even includes artificial life forms like algorithms and bots and neural networks and artificial intelligence, and the business community and politicians, and company directors. Why else would the ASX allow 6 large Servers to sit in their front I.T. domains, bought and purchased for by super-wealthy funds, and through these servers all your buy and sell orders go and are evaluated and in a micro-second can have a preceding buy or sell order placed to ambush or thwart your bid. It ain't fair, but it is this life, and it should be a constant reminder of where the powerful and wealthy see our place in the order of things.

This game is not fair, it is not equitable, it is not just, and yet we continue to play it, and always will.

The least we can do is support each other.

Which reminds me of a saying by Benjamin Franklin, "we must all hang (come) together, or assuredly we will all hang separately", or something similar. You get the drift.

I wish someone would tell me what the next bubble is going to be, at least 3 months before it starts.

Gw

You've got to ask yourself one question.
"Do I feel lucky?"
"Well, do ya, punk?"
(Clint Eastwood - Dirty Harry)