Callum Newman

Pretty soon we’re going to have flying transportation. It could cut car travel demand again. See below for my moonshot idea on this.

Copper has now broken into an all time high after threatening to do so for some time.
There’s no reason to think it’s going to go down, either, if the market views Trump as serious.
The race is on to buy up what you can before the tariff goes into effect.

The outlook for Australia and the ASX are very different to the US and US shares.
Here’s why…

“So, what’s a good investment right now?”

Hedge fund Coatue is putting their stake in the ground. They say AI is going to improve productivity and take down the US debt to GDP ratio.
They think the Mag 7 will keep growing. But the next wave of big capital growth will come from different AI winners.
The next wave of this tech is via AI “agents”. This could be big if we tee off similar tech breakout points…

Today we’ll speculate that a new class of AI winners is going to emerge, in a thousand different ways.
That’s not to say you can’t make money in the classic plays like Nvidia or Tesla.
But Coatue have other ideas, which they float here…

The current bounce from April 2025 is one of its best share market comebacks in history.
Why? Why is the market back up? Find out below.

There’s a massive tech hedge fund called Coatue with US$84 billion under management.
When they put a bet on, it’s a big one. They’re placing their bets now.
Your money and your lifestyle could look a lot different if they’re right or wrong. So will mine.

Blah blah. I couldn’t care less about whatever economic mumbo jumbo the Fed pulls out of their arse.
Trump wants lower rates. He’s going to get them – one way or another.

Expect more capital raisings and drilling campaigns from the junior gold sector. It’s another example of things heating up.