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…
By Callum Newman,
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!
By Callum Newman,
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.
By Callum Newman,
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.
By Callum Newman,
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…
By Callum Newman,
The real tariff story isn’t what you’re reading in the headlines. It’s not about short-term market volatility or quarterly earnings impacts. The true story – and the massive investment opportunity – is about the fundamental restructuring of American manufacturing that’s now underway. Trump’s tariffs are accelerating AI adoption in American industry. Today, I want to show you the companies that are emerging as the backbone of this transformation.
By Callum Newman,
Tune in today to watch the latest Closing Bell podcast with Murray Dawes. We discuss gold, the Alphabet (Google) outlook…and more!
By Callum Newman,
We don’t know where Trump is taking the world.
But we do know the Aussie government game plan. It’s simple…
Spend! Spend! Spend!
Yes, it’s our tax dollars going out, no doubt some of it due to be wasted and squandered.
We can’t stop that.
What we can do is own the firm(s) that might be on the receiving end.
Here’s an idea…
By Callum Newman,
If the second quarter comes out negative too, then the USA would be in a “technical” recession. That’s two quarters of negative GDP.
Yawn!
Here are two reasons why this kind of thing can be misleading when it comes to the share market.
By Callum Newman,
For our purposes today, VCX is telling us that retail shares might be worth a look.
Consumer spending is through the worst of the cost of living crisis now.
As mortgage rates fall, this can pick up. The ongoing Labor government should give people a sense of continuity and stability.
The job market is healthy. And China could be about to dump goods galore over us!
By Callum Newman,
Investment ideas from the edge of the bell curve.
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