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PrerequisiteCapital

@PrerequisiteCap

We provide independent research, consulting and portfolio management services. Our Tweets are not investment advice. Find out more - https://teapawt.org/t.co/ZZkMFynnSZ

 Australia
prerequisite.com.au
Joined November 2022
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  • Followers19
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Daniel Want
@danieljwant24 Apr 2024
Just released our latest Quarterly Letter (+12 min video) Some perspectives on Gold & Credit default Cycles #GOLD $GLD $TIP #RealYield prerequisitecapital.squaresp…
2024 04 23 - Quarterly Letter — Prerequisite

2024 04 23 - Quarterly Letter — Prerequisite

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Daniel Want
@danieljwant10 May 2024
We thought we’d kick off a new initiative - publishing a short “What if…?” Video every week or two - here’s the first: prerequisitecapital.squaresp…
2024 - What if VIDEOs — Prerequisite

2024 - What if VIDEOs — Prerequisite

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Daniel Want
@danieljwant15 Jun 2024
Here's our latest "What if...?" Video (6mins)... Sovereign credit risk and Australian Property: could we see double-digit mortgage rates in the next 7 years? prerequisitecapital.squaresp…
2024 - What if VIDEOs — Prerequisite

2024 - What if VIDEOs — Prerequisite

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Daniel Want (@danieljwant) profile picture
Daniel Want
@danieljwant2 Aug 2024
Here's our latest "What if...?" Video (5mins)... Capital Flows and the US Dollar... #USD #USDollar $USD #capitalflows prerequisitecapital.squaresp…
2024 - What if VIDEOs — Prerequisite

2024 - What if VIDEOs — Prerequisite

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Daniel Want (@danieljwant) profile picture
Daniel Want
@danieljwant25 Jul 2024
Just released our latest Quarterly Letter, you can find it here... prerequisitecapital.squaresp…
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Daniel Want
@danieljwant21 May 2024
Here's our latest "What if...?" Video (5mins)... Geopolitical Risk Escalation and possible opportunities in Aluminium and Alcoa... #aluminium #copper $AA #alcoa prerequisitecapital.squaresp…
2024 - What if VIDEOs — Prerequisite

2024 - What if VIDEOs — Prerequisite

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Are Treasury Bond yields at current levels more attractive for Institutional Investors? In this extract from our recent -Tactical Trading & Hedging Briefing- we cover our outlook for 'Breakeven Inflation Expectations' and a likely impact on US Treasury Bonds. #USD #BONDS
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Our latest Investment Committee video examines why PCM believe the peak in globalisation was actually 2007. Daniel Want Illustrates this shift & deterioration in array of data sets, along with the broader backdrop of conditions & how things are unfolding at a structural level.
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So, what does the future hold for platinum? For anyone seeking an analysis of the Platinum supply & demand fundamentals, this interview with PCM's CIO, Daniel Want & industry expert Wilma Swarts was well received in this April 2022 discussion. youtu.be/768eqQKhSKY
Platinum, a good investment? [Pain Points & Capital Flows, Ep. 220]

Platinum, a good investment? [Pain Points & Capital Flows, Ep. 220]

Commodity prices are volatile. Supply is suspect and demand is dice...

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PCM recently published our latest Australian Property and Rates Update (16min Video Presentation), you can find it here: #REA #CBA youtu.be/sB6h_Z63N-M
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