Why “All Time Highs” Mean Little
Lachlann Tierney explains why market “all time highs” are meaningless nominal illusions. Learn why the debasement trade has legs through to 2026.
The Market Meltdown That Didn’t Happen
The Market Meltdown That Didn’t Happen
Markets remain resilient despite crash predictions. Crypto’s leverage flush was necessary. Peak speculation still ahead—microcaps haven’t reached fever pitch.
Is this it?
Is this it?
The immediate carnage of the recent selloff reveals something crucial about how markets now process tariff risk and who might win the most recent round of Trump vs Xi.
Just Wait Til They Turn on The Taps
Just Wait Til They Turn on The Taps
Think the AI rally has gone too far? Lachlann Tierney lays out his thesis for markets over the next year. The answer: bizarrely positive.
The Forgotten AI Investment: Memory
The Forgotten AI Investment: Memory
Memory manufacturers have surged on AI demand, but a small Australian tech company could be the real winner
AI Commodities: Rocking Out in The Data Age
AI Commodities: Rocking Out in The Data Age
Mining stocks are outpacing tech as commodities power the AI revolution. Discover the hidden plays behind the tech boom.
The Cool Pockets: Where Small-Cap Opportunities Still Hide
The Cool Pockets: Where Small-Cap Opportunities Still Hide
Here’s where I’m looking for my next batch of small-cap winners.
What the ASX 200 doesn’t tell you: gold, uranium small caps ripping
What the ASX 200 doesn’t tell you: gold, uranium small caps ripping
While the ASX 200 lags relative to other major indexes, gold and uranium small caps are thriving. Lachlann Tierney breaks down the big index “smokescreen”.
RBA Rate Cut on Hold? Nudgenomics + complacency = managed decline
RBA Rate Cut on Hold? Nudgenomics + complacency = managed decline
Lachlann Tierney breaks down why the RBA isn’t likely to cut rates, and the malaise at the heart of the Australian economy.
The Lithium Imperative: When Economics Don’t Matter
The Lithium Imperative: When Economics Don’t Matter
Trump wants the US government to take a stake in Lithium America’s Thacker Pass lithium project. Lachlann Tierney explains the significance for Australian investors.
