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Markets continue to price this as a temporary disruption. But the idea that Iran will simply hand Hormuz back for free looks naïve in the gaze of history.

China Capitulation Part 9 – Rethinking a regime’s control over its people

Brian Chu

Iran has shown that a regime can suppress its people but still end up more vulnerable than ever. This could be a warning to the Chinese Communist Party elites that a massive army don’t ensure their safety.

Don’t Watch The Strait, Read This

Iran’s oil shock is squeezing markets while AI devours electricity, pushing capital toward one overlooked winner: baseload nuclear and uranium plays

Markets Celebrating Like the War is Over. Except it isn’t.

Markets are rallying — but don’t be fooled. One critical support level suggests the oil crisis has further to run.

Commodities

Markets Celebrating Like the War is Over. Except it isn’t.

Markets are rallying — but don’t be fooled. One critical support level suggests the oil crisis has further to run.

Nuclear is the last great power standing

Nick Hubble

We didn’t have to learn this lesson the hard way. But now that we have, the need for nuclear is too obvious to ignore any longer. Wake up, Australia.

Relative Strength, Absolute Conviction: Reading Oil’s Rise Before It Happened

While JPMorgan and the IEA predicted falling oil prices, one contrarian signal quietly pointed to the trade of the year.

From Rust to Renaissance: Can Victoria Reclaim Its Industrial Crown?

The commodities boom won’t last forever. Here’s why its aftermath could quietly reshape Australia’s industrial landscape for decades

Service Stocks: They Were Telling You That an Oil Spike was Coming

While Oil prices remained weak, I told readers to move on the early-cycle opportunity; service stocks

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Technology

The Chokepoint Always Wins

Markets continue to price this as a temporary disruption. But the idea that Iran will simply hand Hormuz back for free looks naïve in the gaze of history.

AI’s Next Bottleneck is Plumbing

Everyone’s watching chips and power. Almost no one is watching the optical shifts that insiders are scrambling to solve. That’s about to change.

Death of the Petrodollar

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’

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)

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.

Small Caps

China Capitulation Part 9 – Rethinking a regime’s control over its people

Brian Chu

Don’t Watch The Strait, Read This

Iran’s oil shock is squeezing markets while AI devours electricity, pushing capital toward one overlooked winner: baseload nuclear and uranium plays

Here we go

Trump’s Iran ultimatum expires at our ASX market open tomorrow. Here’s why the energy trade is only getting started. Think phases and always be prepared.

Easter Monday, energy chaos, and an even bigger lithium rebound!?