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10% ASX correction on the cards, but lithium keeps shining.

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Cassandra Goes Unheard

Michael Burry from ‘The Big Short’ has emerged into the public eye with fresh bubble warnings. But once again, his warnings are ‘uninvited and unwelcome’ to the market.

ASX About to Crack?

In today’s Closing Bell, we look at the ASX 200’s sudden slide, why key support is so important here, and how a false break could turn into a near 10% correction into Christmas. I also touch on the growing cracks in weaker AI names, such as Oracle and Meta, and what that might mean for the broader market. We finish on a positive note with a brief look at the lithium stocks that are still running. Hit play to see the levels and charts I’m watching now.

Commodities

The Big Dig Returns

Decades of underinvestment mirror past commodity booms. As geopolitical tensions and supply constraints intensify, Australia’s next “Big Dig” supercycle emerges—echoing the 1970s and China’s 2000s infrastructure surge.

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Technology

Cassandra Goes Unheard

Michael Burry from ‘The Big Short’ has emerged into the public eye with fresh bubble warnings. But once again, his warnings are ‘uninvited and unwelcome’ to the market.

The K-Shaped Economy Spells Trouble

As the pandemic showed, the K-shaped recovery is no longer just about income brackets. It’s about which companies serve which customers, and the recent earnings season gave us some signs that the divide is growing.

Crypto Dip

James argues that Crypto’s latest dip isn’t a disaster—it’s a disguise. All we see are headlines about falling prices, but he believes Wall Street giants like JPMorgan and Morgan Stanley are quietly building the foundation for crypto’s next major run.

North Star Fading

We’re funding the most expensive science experiment in history… With shareholders’ money. Investors are starting to get anxious that we haven’t heard a peep from the biggest tech names in some time. While they have been looking North, I’ve been hunting elsewhere.

Small-Caps

Macro

Crypto

Economy

Market-Analysis

ASX About to Crack?

In today’s Closing Bell, we look at the ASX 200’s sudden slide, why key support is so important here, and how a false break could turn into a near 10% correction into Christmas. I also touch on the growing cracks in weaker AI names, such as Oracle and Meta, and what that might mean for the broader market. We finish on a positive note with a brief look at the lithium stocks that are still running. Hit play to see the levels and charts I’m watching now.

ASX News Update

Resources and Mining

Series

ASX About to Crack?

In today’s Closing Bell, we look at the ASX 200’s sudden slide, why key support is so important here, and how a false break could turn into a near 10% correction into Christmas. I also touch on the growing cracks in weaker AI names, such as Oracle and Meta, and what that might mean for the broader market. We finish on a positive note with a brief look at the lithium stocks that are still running. Hit play to see the levels and charts I’m watching now.

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