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Charlie Ormond

Maybe Apple is Right

Maybe Apple is Right

AI is becoming more capable. But that doesn’t guarantee returns for those building ever-taller towers. New research points to a future where intelligence runs locally — and Apple could be well placed.

By Charlie Ormond, Saturday, 19 September 2026

The Black Box Problem

The Black Box Problem

The AI labs have asked to be slowed down. Critics call it regulatory capture. The truth is somewhere in between. A black box forming inside the newest models is why this matters now.

By Charlie Ormond, Thursday, 17 September 2026

‘Something Has Gone Completely Wrong’ Pt. 2

‘Something Has Gone Completely Wrong’ Pt. 2

Part two of Charlie’s exploration of privacy and security in the AI era. This time, OpenAI is in the crosshairs.

By Charlie Ormond, Saturday, 12 September 2026

‘Something has Gone Completely Wrong’ Pt.1

‘Something has Gone Completely Wrong’ Pt.1

In this two-part article, Charlie explores the implications of privacy and security in the AI era and a central company controlling that future.

By Charlie Ormond, Thursday, 10 September 2026

Beijing Puts Away the Bazooka

Beijing Puts Away the Bazooka

Expectations of a stimulus bazooka from China have again been pushed back. But their latest plan does point to a list of metals that should be in your portfolio.

By Charlie Ormond, Saturday, 05 September 2026

They Robbed the Bank and Only Took the Pens

They Robbed the Bank and Only Took the Pens

In July, OpenAI’s AI agents broke out of their containment and collectively ran a nation-state-scale attack on another company. Here’s what the first autonomous AI organisation means for the cybersecurity trade.

By Charlie Ormond, Thursday, 03 September 2026

The Yellow BRIC Road Pt.2

The Yellow BRIC Road Pt.2

Part 2 in my look at why BRICS looks to be embracing gold as its reserve of choice.

By Charlie Ormond, Saturday, 29 August 2026

The Yellow BRIC Road Pt.1

The Yellow BRIC Road Pt.1

Two decades of BRICS doom-mongering delivered nothing. But the trading bloc now spans four continents, half the world’s population and 30 more nations want in. This two-part series looks at the upcoming meeting and what it could mean for ASX investors.

By Charlie Ormond, Thursday, 27 August 2026

Let Her Rip

Let Her Rip

Two years ago, Trump’s economic whisperer co-wrote a paper accusing party politics of running stimulus into an election. This week, Treasury reached for the exact tool he described. The same paper warns what’s next.

By Charlie Ormond, Saturday, 22 August 2026

Going Winchester

Going Winchester

The new era of drone warfare is playing havoc with the West’s ability to defend itself. Now we’re running out of ammo.

By Charlie Ormond, Thursday, 20 August 2026

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Investment ideas from the edge of the bell curve.

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All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.

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