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The Thief Came Through the (Chat) Window

Charlie Ormond

AI is creating millions of new targets and millions of new attackers. The sector cleaning it all up is currently on sale.

China Capitulation Part 7: Iran’s fall shatters China’s global ambitions

Brian Chu

The ‘decapitation strike’ on Iran over the weekend has claimed the lives of the Ayatollah and key regime leaders. This article explores further… read on.

Hormuz Shock

Charlie Ormond

Drone strikes and naval escalation threaten the world’s most important energy corridor. The second order effects could be a headache for our hopes of rate cuts in the near term.

The Case for Thinking Differently in a Herd-Mentality Market

James Cooper

Most fund managers can’t beat the market. Here’s why thinking differently — and against the crowd — might just change that.

Commodities

The Case for Thinking Differently in a Herd-Mentality Market

James Cooper

Most fund managers can’t beat the market. Here’s why thinking differently — and against the crowd — might just change that.

Revenge from the real world actually hurts

Nick Hubble

War is a reminder for tech investors that virtual reality only outperforms when trust is high. We need to prepare for an era of instability. But how?

Real Time Example: Using Fear to Your Advantage

James Cooper

With conflict breaking out in the Middle East, commodity investors may have a chance to find discounted opportunities.

Meet the vampire planning to harvest you for another 10 years

Nick Hubble

There is a thief lurking in your portfolio. And you don’t even know he’s there. Yet he could cost you as much as half the value of your portfolio. Unless…

HPA: The Commodity that No One Understood

James Cooper

The obscure, ultra-refined mineral quietly powering semiconductors, EV batteries, defence technology, and LEDs — and largely ignored by mainstream investors.

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Technology

The Thief Came Through the (Chat) Window

Charlie Ormond

AI is creating millions of new targets and millions of new attackers. The sector cleaning it all up is currently on sale.

Is Private Credit the Next Subprime?

Charlie Ormond

Blue Owl Capital just shut the door on its investors. And if you’re not paying attention, you should be.

Tariff Déjà vu

Charlie Ormond

Trade chaos is ensuing in the wake of the Supreme Court’s ruling on Trump’s tariffs. When uncertainty spikes, there’s a clear place to be.

The Productivity Paradox is Back

Charlie Ormond

Is AI productivity already here or do we have to wait years before we see it? I take a look at the latest data.

Geopolitics Back in Focus

Charlie Ormond

While the US and Iran face off in the Persian Gulf, and the broader Western alliance navigates the fractures opened by Trump’s second term, Australia sits in a rare sweet spot.

Small-Caps

China Capitulation Part 7: Iran’s fall shatters China’s global ambitions

Brian Chu

The ‘decapitation strike’ on Iran over the weekend has claimed the lives of the Ayatollah and key regime leaders. This article explores further… read on.