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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.

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.

Get ready! Mainstream investors are going for gold

Brian Chu

With gold setting records this year, precious metals assets, like mining stocks, are gaining attention. Even mainstream media is talking about them. But it’s not a flattering discussion. Here’s my take on the flaws in their case.

Banks Down, Miners Up: The easiest 5-10 year trade on the ASX

Lachlann Tierney

Bank valuations are stretched, miners are poised to benefit from major trends. Lachlann Tierney explains why this could be the easiest trade for the next 5-10 years.

Commodities

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.]

Trump’s Supreme Court saved him, but will his Fed?

Nick Hubble

Trump’s appointments to the Supreme Court have saved him from Democrat lawfare. But will the Federal Reserve save him from the bursting AI bubble?

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Technology

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.

Cassandra Goes Unheard

Charlie Ormond

Michael Burry from ‘The Big Short’ has emerged into the public eye with fresh bubble warnings. But once again, his warnings are ‘uninvited and unwelcome’ to the market.