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Crypto Dip

Charlie Ormond

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.

Santa Runs Out of Gas

Murray Dawes

Markets finally wobble after a relentless rally: breadth cracks, hot names see heavy profit-taking (Nvidia included), Aussie microcaps slump, and the ASX 200 flashes bearish divergence. We break down what’s driving the pullback, why Michael Burry’s short on Palantir is in focus, and why U.S. natural gas is ripping—mostly seasonal now, with possible AI-driven demand ahead—plus how far this correction could run and our gas bull case.

Geology for Investors: A Focus on the BIG THREE, Grade, Depth, and Width

James Cooper

Geologist James Cooper continues his special series on ‘geology for investors,’ focusing on ‘The Big Three.’ What every mining investor must know about Grade, Depth, and Width.

North Star Fading

Charlie Ormond

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.

Commodities

Geology for Investors: A Focus on the BIG THREE, Grade, Depth, and Width

James Cooper

Geologist James Cooper continues his special series on ‘geology for investors,’ focusing on ‘The Big Three.’ What every mining investor must know about Grade, Depth, and Width.

Aging Infrastructure, Rising Risks: The Real Copper Crisis

James Cooper

From Indonesia’s Grasberg mudslide to Chile’s El Teniente collapse, 2025 has witnessed unprecedented copper mine disasters. Aging infrastructure and deeper operations are creating a supply crisis that will only worsen.

Australia has hit rock bottom…and struck gold

Nick Hubble

Booms and busts happen. Does your investment strategy reflect this? Or are you going to complain about a “two-speed stock market” as half your portfolio gets left behind?

Argentina: A Hotbed for Copper Discovery

James Cooper

Geologist James Cooper details why Argentina is emerging as the next major copper province. Same geology as Chile, but barely explored.

Geology 101 An Investor’s Handbook: Part I

James Cooper

Find out how geologist James Cooper combines investment with an understanding of the rocks.]

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Technology

Crypto Dip

Charlie Ormond

North Star Fading

Charlie Ormond

Time to Gamble on Prediction Markets?

Charlie Ormond

A new trillion-dollar sector is breaking wide open in the crypto markets, and though most people have probably seen its influence in the daily news, most have no idea how to get in. Until today…

‘I Think, Therefore I Error’

Charlie Ormond

Before we get too carried away with the AI revolution narrative, perhaps we should check in on how our silicon overlords are handling simpler tasks. Like, say, passing the butter.

Wiring the Future

Charlie Ormond

Whether our future energy comes from solar farms, wind turbines, or nuclear reactors, it still travels through transmission lines. The builders and owners get paid either way.

Small-Caps

A housing solution that promises a bigger problem

Brian Chu

For a few months, I’ve been searching for a new home. In this journey, we’re aware that the government created a scheme purported to help first homebuyers like me. Except, thanks but no thanks!

Macro

AI is the Bubble. Taiwan is the Pin

Charlie Ormond

There’s another major risk that people seem to have forgotten about, and this week, Australia’s intelligence community is making sure we’re paying attention