James Whelan, Barclay Pearce Capital Asset Management FREE WHELAN: Oil, NVDA, Gold, Copper and 3,878 CyberTrucks April 23, 2024 Beijing will keep stockpiling gold and copper. Their retail market has found a place to store wealth in the face… FREE WHELAN: Food, Water, Hydrogen and Gold April 11, 2024 Hydrogen. Food. Gold. Water. And a moment to meet the ASX-listed Invion (ASX:IVX) and its impending Phase 1 clinical trials. FREE WHELAN: Wake up to China, don’t sleep on Gold March 26, 2024 Don't sleep on gold. Biggest fund inflows in a year. And there's some lovely little ASX gold miners out there… FREE WHELAN: Leverage on leverage and two coppers March 19, 2024 In this Stockhead series, investment manager James Whelan, managing director Barclay Pearce Capital Asset Management, offers his insights on the key… FREE WHELAN: In this climate a bear doesn’t just sit in the woods February 22, 2024 We're not out of the woods yet but I hold fast that cuts are quicker than expected over 2024... And… FREE WHELAN: This is what a bull market in 2024 probably looks like February 13, 2024 So US officials consider President Joe Biden as essentially: "a well-meaning, elderly man with a poor memory." Prep for the… FREE WHELAN: And that is why Woolies is short strawberries and no one is ever short Meta February 6, 2024 Meta goes... Meta. The Facebook parents stock jumped 24pc on news of earnings, buyback and a new divvy. Pray for… FREE WHELAN: How green the grass is, according to Australia’s new Prophet Margins January 31, 2024 Lotta folks now experts on food logistics and profit margins. A change from geopolitical experts and infectious disease experts... FREE WHELAN: What happened if you kept the faith in 2023 December 12, 2023 2023: A great run being bullish and with careful management we will see further protection of portfolios and muscular growth. FREE WHELAN: The price of the US 10-year controls the world and it’s already on holiday December 5, 2023 James Whelan, MD Barclay Pearce Capital Asset Management, on the key investment themes and trends across domestic and global markets. FREE WHELAN: Life, death, turkey and power November 28, 2023 In this Stockhead series, investment manager James Whelan, managing director Barclay Pearce Capital Asset Management offers his insights on the key investment… FREE WHELAN: Thanks America, for giving us all the US Consumer November 22, 2023 The US consumer is still doing what it does, just smaller. It's all in line with the soft landing thesis… FREE WHELAN: Bullish USA November 15, 2023 There's always a set number of charts that various commentators will say "this looks ominously like 1987 or 2008" or… FREE WHELAN: A Beatle, Consumer Spend, BoJ Week. Also Albo, Beijing Bikini’s, Barron’s Curses and Anticipation October 31, 2023 In this Stockhead series, James Whelan MD at Barclay Pearce Capital offers his insights on key global investment themes and… FREE WHELAN: New job. New firm. New catalyst. New market correction. Same playbook. October 25, 2023 I'm still very much a fan of higher rates (generally speaking) - it means risk can be priced better in… FREE WHELAN: Oil at US$150. First, the good news… October 18, 2023 There’s Saudi movements of crude oil to the States, the thirrd lowest weekly level in 20 years. So. Oil at… FREE WHELAN: It’s October and, statistically speaking, we should be able to hold on October 5, 2023 Hang on. October puts us back into the statistically more possible positive column and sets the tone for the road… Next»