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Oil Whiplash, Silver Surge, Uranium Ignites: The Next Commodity Wave

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Much Ado About Nothing

Charlie Ormond

Art of the Deal or TACO is asking the wrong question. What should we all learn from this moment?

China Capitulation Part 2 – What western analysts miss about China

Brian Chu

In this article of my China Capitulation series, I show where western analysts get it wrong about China’s outlook. I delve into how the Chinese Communist Party sets plans and reports the data to show you why you can’t trust their narrative…

The Great Rotation Begins: Following the Aussie Dollar Back to Commodities

James Cooper

The Aussie Dollar hit historic lows in 2001 before a commodity supercycle erupted. Are we seeing that pattern repeat today?

Bond Revolt in Japan, Trump Next?

Lachlann Tierney

While Greenland hogs the headlines, Japanese bond traders may have just set the scene for a similar revolt in the US against Trump. Massive implications for markets.

Commodities

The Great Rotation Begins: Following the Aussie Dollar Back to Commodities

James Cooper

The Aussie Dollar hit historic lows in 2001 before a commodity supercycle erupted. Are we seeing that pattern repeat today?

Why isn’t Trump targeting Australia with tariffs?

Nick Hubble

For almost a year, Australia escaped the worst of Trump’s tariff tantrums. Yet we should be top of the list of targets. Why did we escape?

Base Metals: The Technical Break-Out No One’s Watching

James Cooper

As the commodity cycle broadens, use volatility to your advantage, jump on any temporary sell-off from now on as your springboard to build positions.

China’s New Energy Lifeline: What Canada’s Dramatic U-Turn Means for the AI Arms Race

James Cooper

Despite being an oil superpower, America desperately needs Canadian heavy crude. Now Canada’s cozying up to China instead. Here’s why.

The Aussie Dollar’s Secret: Why Your Currency Is a Mining Stock in Disguise

James Cooper

The Aussie Dollar’s dance with commodity prices reveals where we stand in the mining cycle—and where we’re headed next.

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Technology

Much Ado About Nothing

Charlie Ormond

Art of the Deal or TACO is asking the wrong question. What should we all learn from this moment?

Goodbye Markets, Hello Platforms

Charlie Ormond

Google’s new protocol has all the ingredients to turn shoppers into digital serfs.

Asia’s Currencies Flashing Red

Charlie Ormond

These aren’t isolated currency wobbles. They’re stress gauges for global leverage and a referendum on whether the US dollar stays dominant through higher rates, or loses ground through political chaos at the Fed.

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.