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Triple Witching Could Trigger Sell-Off

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Copper’s Bull Market Isn’t Dead — It’s Just on Sale

James Cooper

The panic is real, but so is the opportunity. Here’s why copper’s long-term bull case remains firmly intact.

Trump dusts off the cowboy hat!

Lachlann Tierney

Oil in focus, gas next, then more energy. Energy stocks determine the fate of the world right now. Lachlann Tierney explains why.

An Era of ‘Cheap War’

Charlie Ormond

Drones are reshaping warfare. And the economics of shooting them down don’t add up. Here’s one company that could change that.

Triple Witching Could Trigger Sell-Off

Murray Dawes

Markets are starting to show real signs of stress. The setup is there for increased volatility in the weeks ahead.

Copper’s Bull Market Isn’t Dead — It’s Just on Sale

James Cooper

The panic is real, but so is the opportunity. Here’s why copper’s long-term bull case remains firmly intact.

Why I’d Rather Find a Gem Than Roll the Dice

James Cooper

We haven’t had a losing trade in nearly two years. That’s not luck — here’s the strategy behind it.

The Best Recommendations Are the Ones That Make People Cancel Their Subscriptions

James Cooper

The trade everyone dismissed as stupid is now the smartest move in the room. Here’s how we saw it coming.

The Paris Syndrome pandemic is coming to the ASX

Nick Hubble

Europe is falling apart. But Paris Syndrome doesn’t just apply to Japanese tourists. Aussie stocks can catch the contagion too.

Editor’s Pick: “Oil: Only One Trade Matters.”

James Cooper

Revisiting our February Call: “Forget precious metals or critical mineral stocks; oil and gas could emerge as the true hedge against geopolitical risk in the months to come.”

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An Era of ‘Cheap War’

Charlie Ormond

Drones are reshaping warfare. And the economics of shooting them down don’t add up. Here’s one company that could change that.

Our Modern Interregnum (Pt. 4)

Charlie Ormond

The final part of Charlie Ormond’s meditation on our modern era. Today explores three ways our current crisis could end, and a clear investible solution.

Our Modern Interregnum (Pt. 3)

Charlie Ormond

Part 3 of Charlie Ormond’s meditation on our modern era. Today explores the hidden mechanism behind today’s supply shock.

Our Modern Interregnum (Pt. 2)

Charlie Ormond

Part 2, In Charlie Ormond’s meditation on our modern era. Today, we look at the inevitable consequences of a system that spent four decades optimising financial structures while neglecting the material ledger.