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…
By Callum Newman,
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.
By Callum Newman,
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.
By Callum Newman,
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.
By Callum Newman,
Expect more capital raisings and drilling campaigns from the junior gold sector. It’s another example of things heating up.
By Callum Newman,
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.
By Callum Newman,
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.
By Callum Newman,
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!
By Callum Newman,
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.
By Callum Newman,
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.
By Callum Newman,
Investment ideas from the edge of the bell curve.
Go beyond conventional investing strategies with unique ideas and actionable opportunities. Our expert editors deliver conviction-led insights to guide your financial journey.
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