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Charlie Ormond

Quantum’s Threat is a Big Opportunity

Quantum’s Threat is a Big Opportunity

One day very soon, you’ll wake up to headlines that change everything about digital security.

By Charlie Ormond, Saturday, 18 October 2025

Nuclear Goes to Boot Camp

Nuclear Goes to Boot Camp

The US Army’s new reactor program signals a big shift in US energy policy. We look at what’s changed and some of the players in the market.

By Charlie Ormond, Thursday, 16 October 2025

Why ChatGPT Can’t Crack the Stock Market

Why ChatGPT Can’t Crack the Stock Market

Wall Street is racing to apply ChatGPT to stock trading, but there’s a fundamental mismatch they’re missing. And it’s actually due to a centuries-long mystery.

By Charlie Ormond, Saturday, 11 October 2025

AI is the Bubble. Taiwan is the Pin

AI is the Bubble. Taiwan is the Pin

There’s another major risk that people seem to have forgotten about, and this week, Australia’s intelligence community is making sure we’re paying attention

By Charlie Ormond, Thursday, 09 October 2025

Trump’s Going Shopping in Your Backyard

Trump’s Going Shopping in Your Backyard

Australian critical minerals firms return from DC with promises of US government stakes. Is it enough to break China’s stranglehold?

By Charlie Ormond, Saturday, 04 October 2025

What’s China’s Larger Game with BHP?

What’s China’s Larger Game with BHP?

China has banned BHP iron ore. Many have dismissed this as a short-term negotiating tactic and moved past the story. But here is why you should consider it again.

By Charlie Ormond, Thursday, 02 October 2025

Powell Just Lit the Fuse on Altcoin Season

Powell Just Lit the Fuse on Altcoin Season

Rate cuts aren’t just good for tech stocks. Lower rates mean more investors will also take a chance on higher-risk cryptos. Here’s the opportunity that’s just getting started…

By Charlie Ormond, Saturday, 27 September 2025

The Line Goes Up (the Creek without a paddle)

The Line Goes Up (the Creek without a paddle)

In a bubble, don’t fight the current, but always have an exit plan.

By Charlie Ormond, Thursday, 25 September 2025

Cheat on Your Bank

Cheat on Your Bank

No love lost for the Big Four

By Charlie Ormond, Saturday, 20 September 2025

AI: Productivity Boom or Employment Bust?

AI: Productivity Boom or Employment Bust?

When AI Becomes ‘Corporate Ozempic’

By Charlie Ormond, Thursday, 18 September 2025

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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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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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