Bitcoin has plunged 24% from October’s peak to a seven-month low, but Lachlann Tierney things this shakeout isn’t a crypto winter yet. US regulatory support and central bank easing suggest otherwise.
By Lachlann Tierney,
China accuses US of stealing $13 billion in Bitcoin, Lachlann Tierney argues this exposes deeper tensions over cryptocurrency regulation and the future of dollar dominance.
By Lachlann Tierney,
Gold’s surge above $4,100 signals scepticism about the US-China trade truce, fears of critical mineral supply disruptions, and distrust in paper assets amid persistent inflation.
By Lachlann Tierney,
Fear has ripped through markets. XEC down 13%. But corrections fuel bull markets. Lachlann Tierney thinks ASX lithium plays are set for an explosive move.
By Lachlann Tierney,
Burry bets against Nvidia as concentration hits 44-year high. Nvidia worth 7.4X all top 10 miners combined. But Lachlann Tierney argues this means rotation not collapse.
By Lachlann Tierney,
Gold and rare earths peaked early. Could natural gas and biotech be the next winners?
By Lachlann Tierney,
The RBA looks likely to hold rates on a rainy Cup Day while global rates drop. Trump softens on China as Fed cuts and commodity cycles turn. Lachlann Tierney says there’s hope for small cap commodity outsiders.
By Lachlann Tierney,
Nvidia’s CEO drops a hint on whether their highest end chips will be part of the potential China-US trade deal. Lachlann Tierney backs mining stocks to win if it doesn’t work out.
By Lachlann Tierney,
Trump and Xi to seal a deal? Lachlann Tierney asks, are you an investor or a trader? Gold price got walloped too.
By Lachlann Tierney,
This week, Treasury Secretary Scott Bessent and Chinese trade officials hammered out what they’re calling a “framework” ahead of Thursday’s Trump-Xi summit in South Korea. The stakes? A proposed 100% tariff on Chinese goods versus China’s stranglehold on rare earth minerals that power everything from smartphones to fighter jets.
By Lachlann Tierney,
Investment ideas from the edge of the bell curve.
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