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Retrospective Pt. 1 (Lithium): Our best coverage this year

Lachlann Tierney

After years in the wilderness, lithium is finally showing signs of life. The sector has been absolutely decimated since its 2022 peak, with prices still
about ~85% below those highs. But the narrative is shifting in a profound way, and I firmly believe early positioning in quality lithium companies could pay off handsomely over the next 12 to 24 months.

As markets Detach from Reality, Focus on Stocks Producing Real Things

James Cooper

Cheap resource companies producing real things, that’s what James Cooper detailed at his recent presentation at the Noosa Mining Conference last month.

The Canary is Coughing

Charlie Ormond

US employment data has long served as an early warning system for the global economy. When American workers start losing jobs, trouble tends to follow…For markets, for Australia, and eventually for your portfolio.

The Backdoor Entry: Why Majors Buy 10% Stakes Years Before 100% Takeovers

James Cooper

When mining majors take strategic stakes in juniors, it signals serious interest. Learn why these small bites precede billion-dollar takeover deals.

Commodities

As markets Detach from Reality, Focus on Stocks Producing Real Things

James Cooper

Cheap resource companies producing real things, that’s what James Cooper detailed at his recent presentation at the Noosa Mining Conference last month.

Fear the AI boom and bust

Nick Hubble

100 years ago, the Austrian Business Cycle was developed. It perfectly explains today’s AI bubble. How it was inflated, how it’ll pop and what’s next…

Why Smart Money Could Shift to Buyouts in 2026

James Cooper

James Cooper believes rising commodity prices this year could spark mining M&A activity in 2026. This is a rare window of time into the speculative phase of the commodity cycle.

M&A Cycle Alert: Why Market Weakness Could Be Your Opportunity

James Cooper

James Cooper outlines the opportunity for junior mining stocks if commodity prices continue to rise in 2026. Much of it hangs on the miners’ need to source more reserves.

Commodity Cycle: Ticking Towards Acquisition Time

James Cooper

James Cooper details the last-minute bid from BHP to acquire Anglo. And what it reveals about the commodity cycle as we head into 2026.]

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Technology

The Canary is Coughing

Charlie Ormond

The Problem with Exponentials

Charlie Ormond

The difference between AI that can reliably handle two-hour tasks and AI that can handle multi-week tasks isn’t just more capacity. It’s a fundamentally different economic reality.

A Case for Optimism

Charlie Ormond

James’s makes a case for optimism in a market freaking out over tariffs, shutdowns, and AI bubble fears. He thinks three major developments are quietly pointing in the opposite direction to what you may think.

Markets Get Their Shot in the Arm

Charlie Ormond

We’ve become dependent on the Fed’s needle. Every wobble gets smoothed over with dovish speeches and rate cut hints. Another shot in the arm to send stocks higher.

A Modern Odyssey for Investors

Charlie Ormond

With Christopher Nolan’s film adaptation hitting screens next year, Homer’s wanderer is having a moment. But forget the Hollywood spectacle. The lessons from this Bronze Age CEO are surprisingly relevant for navigating 2026’s markets.

Small-Caps

Retrospective Pt. 1 (Lithium): Our best coverage this year

Lachlann Tierney

Macro

The Backdoor Entry: Why Majors Buy 10% Stakes Years Before 100% Takeovers

James Cooper

When mining majors take strategic stakes in juniors, it signals serious interest. Learn why these small bites precede billion-dollar takeover deals.

Crypto

Record Highs or a Monetary Mirage?

Ryan Dinse

If you don’t get this basic fact right, you’re reading everything else wrong.

Economy

The Quiet Opportunity in Australian Beef

Charlie Ormond

Australian lean beef has climbed to multi-year highs, while share prices remain muted. That sounds like an opportunity to me.

Market-Analysis

Copper’s Christmas Breakout and a New Stock Idea

Murray Dawes

Hopes for a Santa rally are building as the S&P 500 and Nasdaq just confirmed a weekly buy pivot, with odds of a US rate cut now close to 100%. In today’s Closing Bell, we look at how powerful these weekly trends can be.