Callum Newman

Australians are drawn to gold in the same way Americans are drawn to oil. Big money can come from a big find, or bull run in the sector.
And now gold stocks are hot. They have plenty of fuel to keep going. It’s natural there’s high interest around gold.
However, it’s always fruitful to check out ideas that most people aren’t paying the slightest attention too. Here’s one…

Tune in today to watch the latest Closing Bell podcast with Murray Dawes. We discuss the outlook for US stocks, uranium, RBA “bulltish”…plus discuss a few stocks. Tune in now!

Over in the USA, former fund manager Whitney Tilson remains staunch that Alphabet is a good buy.
But it’s core business of search is under threat after looking unbreachable for years.
Why? You can guess: AI.

Now is the time to be investing and following into this sector. According to the Lion investment clock, now’s the time to scoop up what you can and surf the rising liquidity wave.

All the old hands say you’re supposed to buy resources when they’re down in the dumps.
That’s the theory. It’s the timing that’s the bitch. Here’s some help with that…

Investors always find rare earth shares compelling.
There’s something about their mystery, their strategic nature and the geopolitics around the whole industry that the market finds almost irresistible.
In 2025, all those reasons are entirely justified. We can see that here…

Tune in today to watch the latest Closing Bell podcast with Murray Dawes. We discuss gold, oil, real estate…plus a stock to watch. Tune in now!

Here’s a warning:
My colleague Greg Canavan thinks we’re in a budding bear market.
I don’t.
In fact, I see a lot of reasons why markets can keep climbing the fabled wall of worry.
Today’s Fat Tail Daily will explain, in part, as to why.

I came across a handy bit of info from Wilson Asset Management yesterday.

Wilson says that there’s strong demand for Chinese assets despite the recent volatility and trade tensions.

Why do we care?

There could be profit in this.

My colleague Greg Canavan, a true contrarian, is positioning in a spread of energy companies to take advantage of the very investor disinterest and lack of supply growth I just described.
We know, too, that one of Warren Buffett’s last moves was to load up on American energy.
Personally, I prefer something more durable and permanent…