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Retrospective Pt. 3 (Crypto)

Lachlann Tierney

Part three of our retrospective of past coverage features an excerpt from our crypto service during the November panic that shook markets.

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

James Cooper

Cheap resource companies producing real things, that’s what James Cooper and Greg Canavan discuss in this latest edition of Mining Memo.

Retrospective Pt. 2 (Copper)

Lachlann Tierney

Part two of our retrospective of past coverage features an excerpt from a buy recommendation on a copper company.

MAGAnomics is coming for Australia, whether we vote for it or not

Nick Hubble

Forecasting is easy. You only need to predict what’s already happening overseas will eventually come to Australia. And the next big shift is the rise of Trump-style economic policy.

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

James Cooper

Cheap resource companies producing real things, that’s what James Cooper and Greg Canavan discuss in this latest edition of Mining Memo.

MAGAnomics is coming for Australia, whether we vote for it or not

Nick Hubble

Forecasting is easy. You only need to predict what’s already happening overseas will eventually come to Australia. And the next big shift is the rise of Trump-style economic policy.

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.

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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 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. 3 (Crypto)

Lachlann Tierney

Part three of our retrospective of past coverage features an excerpt from our crypto service during the November panic that shook markets.

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.