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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.

China’s capitulation? Part 1 – How Iran and Venezuela could kickstart its demise

Brian Chu

In the first of this series, I discuss the linchpins of China’s economy and show how cheap oil plays a crucial role to secure its status as the world’s manufacturing powerhouse. The latest developments in Iran and Venezuela could threaten this.

Copper and Zinc: One ASX small cap that is benefitting

Lachlann Tierney

Rio–Glencore chase copper dominance as AI data centres and EVs supercharge demand, while an overlooked zinc play and one Aussie small cap quietly ride the same boom.

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.

Commodities

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.

Inside the alt-right plot to take over Australia too

Nick Hubble

Six of the world’s eight largest economies are led by populists, or on the cusp of it. Can Australia dodge the same fate? Investors shouldn’t bet on it…

Following the Smart Money: Oil Service Stocks Lead the Way

James Cooper

Oil prices remain weak, but service company stocks are signalling potential recovery—offering savvy investors an early-cycle opportunity for 2026 gains.

America’s Refineries Can’t Run on American Oil

James Cooper

US refineries can’t process American oil without blending it with heavy crude imports. Venezuela holds the key to America’s long-term energy security.

Cheap energy unlocks demand for everything else

Nick Hubble

Abandoning fossil fuels was as devastating as abandoning the gold standard. But now the green energy transition is reversing. Which stocks will profit from cheap and abundant energy?

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Technology

Asia’s Currencies Flashing Red

Charlie Ormond

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.

Charlie’s 2026 Outlook: The Year AI Sentiment Breaks

Charlie Ormond

2025 was dominated by political theatre, but the structural story was unfolding in technology. AI capex driving growth while application-layer delivery lagged. That tension will define 2026.