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Investment Ideas From the Edge of the Bell Curve

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The 2026 Playbook: Rates, USD, Resources

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Technology

Prediction double-down for 2026

In my opinion, Tesla has become a symbol of blind AI optimism for retail investors. Whether that’s their promised full self-driving (FSD) or mass-scale robotics in 2026, investors should be ready for another harsh dose of reality.

The Canary is Coughing

US employment data has long served as an early warning system for the global economy. When American workers start losing jobs, trouble tends to follow…For markets, for Australia, and eventually for your portfolio.

The Problem with Exponentials

The difference between AI that can reliably handle two-hour tasks and AI that can handle multi-week tasks isn’t just more capacity. It’s a fundamentally different economic reality.

A Case for Optimism

James’s makes a case for optimism in a market freaking out over tariffs, shutdowns, and AI bubble fears. He thinks three major developments are quietly pointing in the opposite direction to what you may think.

Small-Caps

Macro

Crypto

Economy

Market-Analysis

Closing Bell Finale: The Setup for 2026

This is the final live Closing Bell for 2025, and it tees up what Murray thinks could matter most in 2026. The big theme is the growing gap between Australian and US interest rates. Falling US rates and a softer US dollar could shape the biggest opportunities next year. A weaker US dollar is helping commodities push higher, and the move is already showing up across gold, silver, copper, rare earths, lithium, and uranium, with more upside possible.

ASX News Update

Resources and Mining

Series

Closing Bell Finale: The Setup for 2026

This is the final live Closing Bell for 2025, and it tees up what Murray thinks could matter most in 2026. The big theme is the growing gap between Australian and US interest rates. Falling US rates and a softer US dollar could shape the biggest opportunities next year. A weaker US dollar is helping commodities push higher, and the move is already showing up across gold, silver, copper, rare earths, lithium, and uranium, with more upside possible.

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