The Yellow BRIC Road Pt.2
Part 2 in my look at why BRICS looks to be embracing gold as its reserve of choice.
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.
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.
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.
Software’s Second Coming
Software’s Second Coming
In February, the market decided AI had made software obsolete and sold the sector down the river. Six months later, short sellers are cowering and reporting season is separating the genuinely disrupted from the merely unloved.
No War, No Peace
No War, No Peace
Trump has swapped bombs for a blockade. But the squeeze is again putting pressure on diesel, which bleeds through to Aussie miners’ bottom lines.
The Line Break
The Line Break
Key trendlines are breaking in some unloved sectors on the ASX. While the signals are all early, it’s worth updating your watchlists.
The Silicon Curtain
The Silicon Curtain
AI could be one of the factors that ultimately split the world into two rival blocs. Where does that leave us?
The Wrong Bubble Pt.2
The Wrong Bubble Pt.2
In part one, I argued the AI build-out looks more like 2008 than 2000. Here is why the hyperscalers keep spending anyway — and the moment that could unwind it.
The Wrong Bubble Pt.1
The Wrong Bubble Pt.1
I have put the AI boom in the same breath as the dot-com bubble before. Looking at how this build-out is actually financed, that comparison now looks too generous.
