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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.

Beyond Iran: The world needs to reconsider the supply chain

Brian Chu

The latest conflict in Iran is threatening the global supply chain. This crisis isn’t new – we’ve experienced something similar in the last six years. Yet we only got here because of past bad decisions, repeated over again.

Scary market, rock-solid long-term energy commodities demand

Lachlann Tierney

Around 30% of Australia’s oil can be traced back to the Strait of Hormuz. Trump talks about gifts and presents, but the real present is the energy commodities that enable everything.

If this is the 1970s: Then the Date is 1 November 1973

James Cooper

What does the 1970’s oil shock tell us? Stock markets crashed, and energy surged

Commodities

If this is the 1970s: Then the Date is 1 November 1973

James Cooper

What does the 1970’s oil shock tell us? Stock markets crashed, and energy surged

The age of career politicians and civil servants is over

Nick Hubble

One Nation’s rise is now official. And it’ll change Australia forever. But how? And who could’ve seen it coming? Most of Europe, actually…

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.

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Technology

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.

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.