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Australia’s Energy Price Crisis: Winners and Losers

Lachlann Tierney

Australia’s electricity prices surge as manufacturers bleed profits. Gas developers now sit on the answer, if politicians actually deliver policy change.

Inside the alt-right plot to take over Australia too

Nick Hubble

Six of the world’s eight largest economies are led by populists, or on the cusp of it. Can Australia dodge the same fate? Investors shouldn’t bet on it…

Ouch! That Silver is Too Hot

Lachlann Tierney

Oil trades 28% below silver for only the third time in 70 years. History suggests this won’t last. But where does Australia fit when mean reversion hits?

Following the Smart Money: Oil Service Stocks Lead the Way

James Cooper

Oil prices remain weak, but service company stocks are signalling potential recovery—offering savvy investors an early-cycle opportunity for 2026 gains.

Commodities

Inside the alt-right plot to take over Australia too

Nick Hubble

Six of the world’s eight largest economies are led by populists, or on the cusp of it. Can Australia dodge the same fate? Investors shouldn’t bet on it…

Following the Smart Money: Oil Service Stocks Lead the Way

James Cooper

Oil prices remain weak, but service company stocks are signalling potential recovery—offering savvy investors an early-cycle opportunity for 2026 gains.

America’s Refineries Can’t Run on American Oil

James Cooper

US refineries can’t process American oil without blending it with heavy crude imports. Venezuela holds the key to America’s long-term energy security.

Cheap energy unlocks demand for everything else

Nick Hubble

Abandoning fossil fuels was as devastating as abandoning the gold standard. But now the green energy transition is reversing. Which stocks will profit from cheap and abundant energy?

Hunting for the Commodities that will Define 2026

James Cooper

The commodity boom we forecasted is here. But with gold and copper overheated, energy stocks present 2026’s best undervalued opportunity.

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Technology

Mining’s Mega-Merger Moment

Charlie Ormond

Rio Tinto and Glencore begin discussions to form a copper behemoth. Should the deal proceed, it would forge one of the largest mining companies in the world. But is everyone happy?

Why This Tech Guy is Backing Commodities

Charlie Ormond

The macro regime has shifted. Fiscal dominance, sticky inflation, and constrained central banks create a structural case for real assets. This isn’t a rotation. It’s a regime allocation.

Charlie’s 2026 Outlook: The Year AI Sentiment Breaks

Charlie Ormond

2025 was dominated by political theatre, but the structural story was unfolding in technology. AI capex driving growth while application-layer delivery lagged. That tension will define 2026.

Reading/Watching List for Xmas

Charlie Ormond

Whether you’re lounging poolside or hiding from your relatives, here are the books, podcasts, and long-form videos that shaped my thinking this year.

We Need to Talk About the Kevins

Charlie Ormond

If we see a Trump ‘yes man’, short-term US rate cuts might juice American stocks, but they could also send long-term bond yields flying. That ripples straight to our shores.

Small-Caps

Australia’s Energy Price Crisis: Winners and Losers

Lachlann Tierney

Australia’s electricity prices surge as manufacturers bleed profits. Gas developers now sit on the answer, if politicians actually deliver policy change.