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Trump Whiplash Sends Markets Spinning Again

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Here we go

Lachlann Tierney

Trump’s Iran ultimatum expires at our ASX market open tomorrow. Here’s why the energy trade is only getting started. Think phases and always be prepared.

Nuclear is the last great power standing

Nick Hubble

We didn’t have to learn this lesson the hard way. But now that we have, the need for nuclear is too obvious to ignore any longer. Wake up, Australia.

Easter Monday, energy chaos, and an even bigger lithium rebound!?

Lachlann Tierney

Will small-cap commodities stocks rise again? Happy Easter Monday, Lachlann Tierney shares what happens in the pages of Australian Small-Cap Investigator.

Relative Strength, Absolute Conviction: Reading Oil’s Rise Before It Happened

James Cooper

While JPMorgan and the IEA predicted falling oil prices, one contrarian signal quietly pointed to the trade of the year.

Commodities

Nuclear is the last great power standing

Nick Hubble

We didn’t have to learn this lesson the hard way. But now that we have, the need for nuclear is too obvious to ignore any longer. Wake up, Australia.

Relative Strength, Absolute Conviction: Reading Oil’s Rise Before It Happened

James Cooper

While JPMorgan and the IEA predicted falling oil prices, one contrarian signal quietly pointed to the trade of the year.

From Rust to Renaissance: Can Victoria Reclaim Its Industrial Crown?

James Cooper

The commodities boom won’t last forever. Here’s why its aftermath could quietly reshape Australia’s industrial landscape for decades

Service Stocks: They Were Telling You That an Oil Spike was Coming

James Cooper

While Oil prices remained weak, I told readers to move on the early-cycle opportunity; service stocks

The US-Russia Oil Cartel Is Closer Than You Think

James Cooper

There’s one thing that Russia and the US share in common: oil production dominance. Could this give birth to a powerful energy alliance?

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Technology

AI’s Next Bottleneck is Plumbing

Charlie Ormond

Everyone’s watching chips and power. Almost no one is watching the optical shifts that insiders are scrambling to solve. That’s about to change.

Death of the Petrodollar

Charlie Ormond

Iran is offering Hormuz passage in exchange for yuan settlement. This could be the wedge that splits the world’s financial system in two.

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.

Small-Caps

Here we go

Lachlann Tierney

Trump’s Iran ultimatum expires at our ASX market open tomorrow. Here’s why the energy trade is only getting started. Think phases and always be prepared.