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Software and Robotics Wake Up

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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.

Software and Robotics Wake Up

Murray Dawes

Signs of life are beginning to appear in the heavily sold-off software sector, even as broader markets struggle to find direction.

Reactors under construction equal MORE uranium demand

James Cooper

According to the World Nuclear Association, China has around 30 nuclear reactors under various stages of construction. Where will it get the fuel?

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.

Commodities

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.

Big Tech Pivots to Minerals

James Cooper

James Cooper explains how America’s scramble for mineral independence is creating lucrative opportunities in junior mining stocks.

Who will replace the US shale boom?

Nick Hubble

America’s shale oil and gas boom changed the world. But it is over. Who will repeat its success story on home soil? And which companies will emulate the 10x gains?

Weaponising Energy: What Happens When Buyers Lose Their Leverage

James Cooper

Europe and China are abandoning energy diversification for single-supplier dependence, creating unprecedented vulnerabilities that could reshape global economics and geopolitics.

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Technology

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.