I connected with Callum Newman yesterday to get an update on what he is seeing in the markets – and we covered a lot of ground!
Callum possesses a thorough grasp of the 18-year Land Cycle. He co-launched Cycles, Trends & Forecasts for Fat Tail Investment Research back in 2014.
I was a contributing editor to the publication at the time - prior to taking the helm as editor in 2019.
Over the years, we've observed the many economic forecasts made in Cycles, Trends & Forecasts and Land Cycle Investor unfold as predicted, underscoring the remarkable value knowledge of the 18-year Land Cycle can offer Australian investors.
Today, Callum edits the ultra-fast-paced stock trading service Small-Cap Systems and small-cap advisory Australian Small-Cap Investigator.
But without an understanding of the 18-year Land Cycle, forecasting the future with confidence would be impossible. Callum is well qualified in this regard.
Included in our discussion:
- Callum is currently in Spain with his family – so it gave me a chance to gain a little insight into how the land cycle is playing out in Europe.
- We get an update on some stocks Callum is currently tipping that are showing potential to give gains in the shorter term.
- I share my thoughts on which markets are tipped for a turn in Australia – is Melbourne about to take off?!
- We also discuss the future for Gold.
Gold and other precious metals typically follow the overall trend in commodities through the land cycle (and longer k-wave).
Although not be the first to take off - as the cycle progresses and nears its end gold rebounds strongly.
That may extend into the downturn – with the spot price of Gold continuing to increase. But as not all gold stocks are primed to boom - how do you make gain from it?