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When the Blood on the Street is Yours

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When the Blood on the Street is Yours

In today’s Closing Bell, Murray and Charlie discuss the psychology of investing during a market sell-off, why position sizing matters more than predictions, and whether the long-term outlook for critical minerals remains intact.

Dead, Dying, Gone

Big money is wading back into bonds, betting today’s yields are an aberration. But 60/40 depends on a world COVID left behind.

What just happened?

On the surface, all was calm. The ASX200 finished flat on the day. The ASX100 closed up 0.14%. And the broader ASX300 was down just 0.07%.

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Commodities

The M.A.D. Scramble (Part Two): Has China Already Won?

According to a famous long-dead economist, China is winning the battle for global supremacy right now. His insight on energy foreshadowed the transition from the British Empire to the Age of America. Which is why energy – and related commodities – are the key battleground in the M.A.D Scramble for global dominance. Uranium looks to be increasingly important…

The Great American Mineral Grab

America’s scramble for mineral independence is creating lucrative opportunities in junior mining stocks across Nevada, Arizona, Alaska, and Idaho’s exploration hotspots.

The M.A.D. Scramble

Forget bond yields, ignore oil prices, and don’t overthink the Middle East conflict. There’s only one battle that matters. The battle between challenger and incumbent. Two superpowers, battling it out for global supremacy. Both need certain key commodities we own. And whoever wins, we’re assuredly heading towards a M.A.D. world.

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Technology

Dead, Dying, Gone

Big money is wading back into bonds, betting today’s yields are an aberration. But 60/40 depends on a world COVID left behind.

The Reverse Centaur

The big AI labs have moved the race from chatbots to personal AI agents. But as tech critics warn, the same technology can make each of us the legs for a different kind of beast.

Mind the Gap — Part 2.

Part 2 of Charlie’s look at AI and work. Electricity’s biggest gains came when factories changed around it. AI presents a similar challenge today. And an opportunity for investors.

Small Caps

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Market Analysis

When the Blood on the Street is Yours

In today’s Closing Bell, Murray and Charlie discuss the psychology of investing during a market sell-off, why position sizing matters more than predictions, and whether the long-term outlook for critical minerals remains intact.

What just happened?

On the surface, all was calm. The ASX200 finished flat on the day. The ASX100 closed up 0.14%. And the broader ASX300 was down just 0.07%.

Euro Exodus Accelerates

Murray and Charlie discuss whether the capitulation in resources is creating opportunities worth watching, and why keeping your nerve through the carnage could prove crucial.

Macro

Let Her Rip

Two years ago, Trump’s economic whisperer co-wrote a paper accusing party politics of running stimulus into an election. This week, Treasury reached for the exact tool he described. The same paper warns what’s next.

Worst. Budget. Ever

Worst. Budget. Ever. I really don’t know where to start with this one. It is so bad for this country that it’s hard to fathom. So let me start with the positives…

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