Callum Newman

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.

I remember George W Bush on a US carrier declaring ‘Mission Accomplished’ when it came to Iraq in the second Gulf war. That was in 2003.
The war was still going in 2011. Iraq became a failed state, instead of a flourishing democracy.
The Iranians aren’t stupid.

Here’s one way to stop any speculative fever developing in the stock market. Get a big war going.
That’s a real risk right now after the US attacks on Iran.

Here’s a few things I discovered this month after reading The Thinking Machine: Jensen Huang, Nvidia, and the World’s Most Coveted Microchip.
If you want to be a billionaire, have a read of this!

All year you and I have been on a mission.
It’s to discover if now is the time to be upping your exposure to risk assets, or dialling it down.
I put my stake in the ground ages ago: get bullish!
It’s working.

Oil was a big macro influencer fifty years ago. The OPEC embargo shook even mighty America for a moment in time.
But it’s not 1973 anymore. I have a better idea.